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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 %
AR
601
Apeiron RIA
Texas
$715K +$2.12K +44 +0.3%
WA
602
WBH Advisory
Maryland
$712K +$431K +8,955 +153%
FPF
603
First Pacific Financial
Washington
$703K -$61.2K -1,273 -8%
CANC
604
Culbertson A N & Co
Virginia
$697K -$8.42K -175 -1%
FMC
605
First Merchants Corp
Indiana
$688K -$139K -2,900 -17%
FWA
606
FSM Wealth Advisors
Ohio
$673K +$107K +2,229 +19%
MAM
607
MMA Asset Management
Pennsylvania
$663K -$38.2K -795 -5%
MWP
608
Meredith Wealth Planning
Illinois
$662K +$7.89K +164 +1%
PCS
609
Personal CFO Solutions
New Jersey
$658K -$384K -7,984 -37%
AAP
610
Arax Advisory Partners
Colorado
$650K -$7.41K -154 -1%
FAIM
611
Financial Advocates Investment Management
Washington
$647K +$80.5K +1,674 +14%
AWM
612
Avaii Wealth Management
Wisconsin
$643K -$54.4K -1,132 -8%
HIF
613
Hill Island Financial
Michigan
$641K -$23.6K -491 -4%
FFS
614
Founders Financial Securities
Maryland
$639K -$8.76M -182,162 -93%
AF
615
Apexium Financial
Texas
$632K -$59.5K -1,237 -9%
PA
616
Procyon Advisors
Connecticut
$632K +$7.55K +157 +1%
PCIG
617
Partners Capital Investment Group
Massachusetts
$630K +$4.52K +94 +0.7%
AWM
618
Accurate Wealth Management
Florida
$630K -$1.27M -26,559 -67%
SF
619
Summit Financial
New Jersey
$628K -$11.7K -243 -2%
APA
620
Astoria Portfolio Advisors
New York
$621K -$712 -15 -0.1%
GWMIA
621
Global Wealth Management Investment Advisory
Florida
$620K – – –
CLG
622
Cooperman Leon G
$619K – – –
FAM
623
Family Asset Management
South Carolina
$615K +$615K +12,785 New
IWP
624
Icon Wealth Partners
Texas
$613K +$9.43K +196 +2%
AWS
625
Aspen Wealth Strategies
Colorado
$610K +$20K +416 +3%
23 24
25
26 27