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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 %
HSWM
676
Hubbell Strickland Wealth Management
Louisiana
$400K +$8.06K +159 +2%
TI
677
Tidal Investments
Wisconsin
$399K – – –
PI
678
PFG Investments
New York
$399K +$399K +7,875 New
Fisher Asset Management
679
Fisher Asset Management
Washington
$396K -$98.4K -1,943 -20%
SHWM
680
Smith & Howard Wealth Management
Georgia
$393K +$393K +7,750 New
HCM
681
Howard Capital Management
Georgia
$389K +$389K +7,679 New
LAM
682
Lakewood Asset Management
Illinois
$388K +$10.1K +200 +3%
LFA
683
Level Financial Advisors
New York
$384K -$51.5K -1,017 -12%
TSS
684
Two Sigma Securities
New York
$383K +$383K +7,553 New
Millennium Management
685
Millennium Management
New York
$381K +$381K +7,514 New
MC
686
Moors & Cabot
Massachusetts
$380K – – –
BTWM
687
Baker Tilly Wealth Management
Wisconsin
$380K +$380K +7,501 New
EIP
688
Ellis Investment Partners
Pennsylvania
$376K +$52.9K +1,045 +16%
FPAS
689
Focus Partners Advisor Solutions
Missouri
$375K -$84.3K -1,664 -18%
LBC
690
Lowe Brockenbrough & Co
Virginia
$372K – – –
WHCI
691
W.H. Cornerstone Investments
Massachusetts
$368K +$72.1K +1,422 +24%
PWMG
692
Provence Wealth Management Group
California
$366K +$366K +7,226 New
FIBT
693
First International Bank & Trust
North Dakota
$365K – – –
GLLW
694
Graves Light Lenhart Wealth
Virginia
$364K -$878K -17,323 -71%
CCM
695
Coldstream Capital Management
Washington
$362K -$75.2K -1,484 -17%
FMP
696
Financial Management Professionals
Texas
$359K -$318K -6,276 -47%
AGC
697
Aspen Grove Capital
Colorado
$359K – – –
RRA
698
Round Rock Advisors
Connecticut
$358K +$358K +7,064 New
MWA
699
Martel Wealth Advisors
Washington
$358K -$354K -6,997 -50%
PMG
700
ProVise Management Group
Florida
$355K -$12.9K -254 -3%
26 27
28
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