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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$459M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$185M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
Northern Trust
Northern Trust
Illinois
+$83.1M
5
RJA
Raymond James & Associates
Florida
+$76.8M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
-$572M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$116M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$79.3M
5
AL
Aspiriant LLC
California
-$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
551
Portland Global Advisors
Maine
$774K – – –
AR
552
Apeiron RIA
Texas
$769K +$608 +12 +0.1%
MAM
553
MMA Asset Management
Pennsylvania
$767K +$95.1K +1,878 +14%
IA
554
IFG Advisory
Georgia
$764K -$70K -1,381 -8%
TFA
555
Trinity Financial Advisors
Ohio
$762K +$762K +15,038 New
NL
556
NWAM LLC
Washington
$754K -$3.52M -69,436 -82%
BDFN
557
Bond & Devick Financial Network
Minnesota
$754K – – –
APA
558
Astoria Portfolio Advisors
New York
$750K +$250K +4,924 +50%
SCA
559
Sandy Cove Advisors
Massachusetts
$750K +$750K +14,800 New
MCM
560
McMillion Capital Management
North Carolina
$746K – – –
CB
561
Centennial Bank
Arkansas
$742K -$375K -7,400 -34%
VCP
562
Vista Capital Partners
Oregon
$741K – – –
AFGAS
563
Allegiance Financial Group Advisory Services
Virginia
$740K +$6.13K +121 +0.8%
GWP
564
Gateway Wealth Partners
Wisconsin
$738K +$80K +1,579 +12%
AF
565
Apexium Financial
Texas
$729K +$50.1K +988 +7%
NL
566
Navalign LLC
California
$726K +$726K +14,333 New
HWA
567
HHM Wealth Advisors
Tennessee
$724K -$94.5K -1,866 -12%
MA
568
MCF Advisors
Kentucky
$722K -$28.3K -559 -4%
HP
569
Hilltop Partners
Indiana
$715K +$715K +14,122 New
GWCM
570
Godshalk Welsh Capital Management
Pennsylvania
$712K +$1.77K +35 +0.2%
CANC
571
Culbertson A N & Co
Virginia
$705K +$705K +13,925 New
V
572
Veritable
Delaware
$704K +$233K +4,600 +49%
HIF
573
Hill Island Financial
Michigan
$694K -$10.5K -209 -1%
FHA
574
Flagship Harbor Advisors
Massachusetts
$691K -$127K -2,510 -16%
MWP
575
Meredith Wealth Planning
Illinois
$684K +$366K +7,231 +115%
21 22
23
24 25