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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 %
PFO
651
Pathstone Family Office
New Jersey
$453K -$453K -8,945 -50%
WAAG
652
Wealth Alliance Advisory Group
Kansas
$452K +$124K +2,457 +38%
MCM
653
Mattern Capital Management
Colorado
$450K -$9.73K -192 -2%
MLA
654
My Legacy Advisors
Oregon
$449K -$107K -2,104 -19%
DWP
655
Destiny Wealth Partners
Florida
$445K +$158K +3,125 +55%
CBFP
656
Cedar Brook Financial Partners
Ohio
$442K -$9.02K -178 -2%
FWA
657
FSM Wealth Advisors
Ohio
$434K +$226K +4,454 +108%
AWM
658
Aspire Wealth Management
Massachusetts
$433K -$141K -2,789 -25%
EWA
659
ERTS Wealth Advisors
Michigan
$431K -$920K -18,160 -68%
VFIC
660
Valley Forge Investment Consultants
Pennsylvania
$430K – – –
AC
661
ASB Consultores
Florida
$426K +$60.5K +1,195 +17%
HWM
662
HB Wealth Management
Georgia
$417K – – –
HWAM
663
Hennion & Walsh Asset Management
New Jersey
$416K -$30.8K -607 -7%
RA
664
Regis Acquisition
Colorado
$415K +$415K +8,200 New
Bessemer Group
665
Bessemer Group
New Jersey
$413K +$157K +3,113 +62%
HS
666
Horan Securities
United States
$413K -$20.9K -413 -5%
PCIG
667
Partners Capital Investment Group
Massachusetts
$410K -$652K -12,872 -61%
HWM
668
HFG Wealth Management
Texas
$410K +$410K +8,095 New
IWP
669
Icon Wealth Partners
Texas
$410K +$410K +8,087 New
RSWM
670
Robertson Stephens Wealth Management
California
$408K +$355 +7 +0.1%
VCM
671
Versant Capital Management
Arizona
$406K -$4.31K -85 -1%
FRA
672
Frank Rimerman Advisors
California
$405K – – –
TWM
673
Thrive Wealth Management
Pennsylvania
$403K +$79.2K +1,564 +24%
MWM
674
Mattern Wealth Management
Kansas
$401K – – –
CPW
675
Catalyst Private Wealth
California
$400K – – –
25 26
27
28 29