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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$784M
2
Morgan Stanley
Morgan Stanley
New York
+$674M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$187M
5
Creative Planning
Creative Planning
Kansas
+$166M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$386M
2
RWP
RWA Wealth Partners
Massachusetts
-$225M
3
WAG
Winthrop Advisory Group
Massachusetts
-$60.9M
4
MWM
Merriman Wealth Management
Washington
-$51.7M
5
UBS Group
UBS Group
Switzerland
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
651
Kraft Asset Management
Tennessee
$882K +$55.2K +1,081 +7%
MAG
652
MRA Advisory Group
New Jersey
$871K +$102K +1,994 +13%
OFG
653
Orcam Financial Group
California
$867K – – –
LPAM
654
Lodestar Private Asset Management
California
$865K -$387K -7,585 -31%
SEP
655
Southland Equity Partners
Missouri
$858K – – –
SIC
656
Sigma Investment Counselors
Michigan
$856K +$218K +4,274 +34%
CIBC Private Wealth Group
657
CIBC Private Wealth Group
Georgia
$855K +$855K +16,758 New
HR
658
Howe & Rusling
New York
$853K -$188K -3,674 -18%
LCWP
659
Legacy Capital Wealth Partners
Arkansas
$853K -$1.16M -22,731 -58%
WIA
660
Wetzel Investment Advisors
Indiana
$850K +$850K +16,648 New
CB
661
Cadence Bank
Mississippi
$847K – – –
SCTC
662
Sanibel Captiva Trust Company
Florida
$842K +$842K +16,501 New
MA
663
Montag & Associates
Georgia
$839K -$348K -6,824 -29%
EWA
664
Encompass Wealth Advisors
Oregon
$828K – – –
CBFP
665
Cedar Brook Financial Partners
Ohio
$827K +$392K +7,688 +90%
GIA
666
Goodwin Investment Advisory
Georgia
$823K -$387K -7,584 -32%
PMG
667
ProVise Management Group
Florida
$821K -$528K -10,339 -39%
FSG
668
Financial Strategies Group
Michigan
$817K -$491K -9,758 -38%
NCM
669
Northwest Capital Management
Oregon
$816K -$102K -1,994 -11%
HIGP
670
Hill Investment Group Partners
Missouri
$816K -$35.3K -691 -4%
LL
671
LPWM LLC
Minnesota
$815K -$35.4K -697 -4%
AR
672
Apeiron RIA
Texas
$812K +$53.2K +1,042 +7%
JCM
673
Janney Capital Management
Pennsylvania
$809K +$809K +15,846 New
TW
674
Towerpoint Wealth
California
$808K – – –
AFGAS
675
Allegiance Financial Group Advisory Services
Virginia
$807K +$7.45K +146 +0.9%
25 26
27
28 29