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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 %
CCMI
576
Creative Capital Management Investments
California
$682K +$238K +4,690 +53%
SFG
577
Sovereign Financial Group
Connecticut
$679K +$19.9K +393 +3%
CFMC
578
Curbstone Financial Management Corp
New Hampshire
$679K +$101K +2,000 +18%
FWA
579
Freedom Wealth Alliance
Wisconsin
$676K +$317K +6,257 +88%
PB
580
Pinnacle Bancorp
Nebraska
$675K +$225K +4,444 +50%
AAP
581
Arax Advisory Partners
Colorado
$671K -$9.47K -187 -1%
FNWM
582
Financial Network Wealth Management
Utah
$670K – – –
SFA
583
Souders Financial Advisors
Ohio
$667K -$115K -2,261 -15%
CT
584
Coastline Trust
Rhode Island
$666K +$71.9K +1,420 +12%
CAM
585
Cresset Asset Management
Illinois
$660K +$361K +7,120 +121%
PA
586
Procyon Advisors
Connecticut
$657K +$340K +6,716 +107%
MFA
587
Mayflower Financial Advisors
Massachusetts
$657K -$22.8K -451 -3%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$652K – – –
CLG
589
Cooperman Leon G
$652K – – –
MMPW
590
Mitchell McLeod Pugh & Williams
Alabama
$649K +$649K +12,804 New
SIC
591
Sigma Investment Counselors
Michigan
$642K – – –
LL
592
LPWM LLC
Minnesota
$638K +$102K +2,006 +19%
GDP
593
Great Diamond Partners
Maine
$628K +$57K +1,125 +10%
LFG
594
Lockerman Financial Group
California
$627K +$3.8K +75 +0.6%
WT
595
Washington Trust
Rhode Island
$624K – – –
FA
596
FC Advisory
Pennsylvania
$624K -$102K -2,009 -14%
FFN
597
Focus Financial Network
Minnesota
$616K -$10.8K -213 -2%
LSIA
598
LaSalle St. Investment Advisors
Illinois
$613K -$10.9K -215 -2%
DADC
599
D.A. Davidson & Co
Montana
$610K -$180K -3,562 -23%
MPCL
600
My Personal CFO LLC
Washington
$608K -$507K -10,010 -45%
22 23
24
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