VTEB icon

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 %
JIR
601
James Investment Research
Ohio
$605K +$26.1K +515 +5%
KTA
602
Keeley-Teton Advisors
Illinois
$604K – – –
PC
603
Prairiewood Capital
North Dakota
$604K – – –
AA
604
Addison Advisors
Vermont
$601K – – –
BF
605
BOK Financial
Oklahoma
$599K -$195K -3,850 -25%
WWA
606
WCG Wealth Advisors
Nevada
$590K +$590K +11,652 New
CFP
607
Catalyst Financial Partners
Massachusetts
$588K – – –
SP
608
Successful Portfolios
Florida
$587K +$101K +2,002 +21%
FAIM
609
Financial Advocates Investment Management
Washington
$579K -$76.1K -1,502 -12%
CWS
610
Cypress Wealth Services
California
$576K -$92.7K -1,830 -14%
BFEC
611
Benjamin F. Edwards & Company
Missouri
$574K +$167K +3,306 +41%
OWM
612
Opes Wealth Management
California
$563K +$35K +690 +7%
WMA
613
West Michigan Advisors
Michigan
$563K -$7.9K -156 -1%
AIM
614
Alhambra Investment Management
Florida
$559K – – –
EA
615
Evolution Advisers
Virginia
$557K +$368K +7,264 +194%
BC
616
Burney Company
Virginia
$557K -$20.4K -402 -4%
AWS
617
Aspen Wealth Strategies
Colorado
$549K +$6.54K +129 +1%
RVPG
618
Relative Value Partners Group
$545K -$354K -6,984 -39%
FA
619
Financial Alternatives
California
$533K -$23.6K -466 -4%
CAMG
620
CWA Asset Management Group
Florida
$530K +$152 +3 +0%
CIM
621
Cambria Investment Management
California
$530K +$80.4K +1,588 +18%
FP
622
Financial Perspectives
Minnesota
$527K +$51.8K +1,023 +11%
SPC
623
Sigma Planning Corp
Michigan
$526K +$21K +415 +4%
CFFP
624
Center for Financial Planning
Michigan
$520K – – –
AWM
625
Atticus Wealth Management
Florida
$513K -$71.3K -1,408 -12%
23 24
25
26 27