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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.65%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$546M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$204M
3
Members Trust
Members Trust
Florida
+$93M
4
Creative Planning
Creative Planning
Kansas
+$83.8M
5
SEI Investments
SEI Investments
Pennsylvania
+$76.2M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$585M
2
CSIA
Charles Schwab Investment Advisory
California
-$385M
3
SCM
SCS Capital Management
Massachusetts
-$67.2M
4
Barclays
Barclays
United Kingdom
-$49.9M
5
OMC
Old Mission Capital
Illinois
-$35.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
576
Retirement Investment Advisors
Oklahoma
$771K – – –
MWA
577
Moser Wealth Advisors
Washington
$765K – – –
WWM
578
Western Wealth Management
Colorado
$764K +$19.5K +405 +3%
ML
579
Mayport LLC
Massachusetts
$762K +$9.72K +202 +1%
AAS
580
Annex Advisory Services
Wisconsin
$762K -$408K -8,479 -35%
TW
581
Towerpoint Wealth
California
$762K – – –
HI
582
Human Investing
Oregon
$758K -$31.9K -663 -4%
EWA
583
Exencial Wealth Advisors
Oklahoma
$754K – – –
AFGAS
584
Allegiance Financial Group Advisory Services
Virginia
$754K +$1.54K +32 +0.2%
BDFN
585
Bond & Devick Financial Network
Minnesota
$753K +$9.62K +200 +1%
CCFM
586
Clear Creek Financial Management
Washington
$751K -$11.1K -231 -1%
FHC
587
First Heartland Consultants
Missouri
$751K -$1.1M -22,871 -59%
NL
588
Navalign LLC
California
$750K +$48.9K +1,016 +7%
RTC
589
Riverview Trust Company
Washington
$747K +$747K +15,525 New
MIM
590
Moseley Investment Management
Florida
$742K +$52.2K +1,086 +8%
LBC
591
Lowe Brockenbrough & Co
Virginia
$738K +$385K +8,000 +109%
PGA
592
Portland Global Advisors
Maine
$735K – – –
AA
593
AlphaQ Advisors
Florida
$734K -$792K -16,458 -52%
CT
594
Coastline Trust
Rhode Island
$733K +$100K +2,089 +16%
MAG
595
MRA Advisory Group
New Jersey
$725K +$201K +4,171 +38%
LC
596
Landaas & Company
Wisconsin
$723K -$28.3K -588 -4%
APWM
597
Argonautica Private Wealth Management
Massachusetts
$721K +$721K +14,998 New
AAG
598
Armstrong Advisory Group
Massachusetts
$720K -$65.5K -1,361 -8%
VC
599
Veery Capital
Delaware
$718K -$143K -2,981 -17%
KBFS
600
Kohmann Bosshard Financial Services
Ohio
$716K +$11.5K +239 +2%
22 23
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