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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 %
BHWM
626
Beaird Harris Wealth Management
Texas
$509K +$371K +7,322 +269%
AWP
627
Ascent Wealth Partners
New York
$507K +$10.5K +208 +2%
WA
628
Wambolt & Associates
Colorado
$505K +$505K +9,980 New
MWM
629
Mascoma Wealth Management
New Hampshire
$493K +$53K +1,051 +12%
JJBC
630
James J. Burns & Company
New York
$493K +$8.71K +172 +2%
OAP
631
One Advisory Partners
Kansas
$488K +$39.8K +786 +9%
HFAS
632
Hummer Financial Advisory Services
Illinois
$486K – – –
NL
633
NVWM LLC
Pennsylvania
$485K +$16.8K +331 +4%
CL
634
Choreo LLC
Illinois
$485K +$485K +9,575 New
LAM
635
LifePro Asset Management
California
$485K – – –
CFGSD
636
Compass Financial Group (South Dakota)
South Dakota
$485K +$29.7K +586 +7%
WWM
637
Wolff Wiese Magana
California
$484K +$20.8K +410 +4%
Fiera Capital (Canada)
638
Fiera Capital (Canada)
Quebec, Canada
$481K – – –
DI
639
Disciplined Investments
Oklahoma
$481K +$173K +3,424 +56%
OWA
640
Opal Wealth Advisors
New York
$478K -$1.55M -30,685 -76%
BBW
641
Blue Barn Wealth
Utah
$475K – – –
PWA
642
Physician Wealth Advisors
Utah
$471K -$30.1K -599 -6%
HIMC
643
Heritage Investors Management Corp
Maryland
$471K -$206K -4,068 -30%
EFG
644
Erickson Financial Group
Pennsylvania
$468K – – –
PW
645
Peninsula Wealth
California
$468K -$3.8K -75 -0.8%
WS
646
Wedbush Securities
California
$466K +$64.1K +1,264 +16%
APIM
647
Agate Pass Investment Management
Washington
$463K +$8.97K +177 +2%
CF
648
Centaurus Financial
California
$463K +$168K +3,318 +57%
PWLP
649
Prio Wealth Limited Partnership
Massachusetts
$458K – – –
SI
650
Saxon Interests
Texas
$457K -$56.2K -1,109 -11%
24 25
26
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