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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 %
TGCMU
701
Titan Global Capital Management USA
New York
$352K +$352K +6,948 New
BWM
702
Baron Wealth Management
Michigan
$348K +$1.57K +31 +0.5%
HWM
703
Horizons Wealth Management
North Carolina
$345K – – –
AA
704
AlphaQ Advisors
Florida
$344K +$76.2K +1,505 +28%
IPW
705
Intergy Private Wealth
Colorado
$339K +$339K +6,693 New
AFP
706
Ausdal Financial Partners
Iowa
$337K -$2.69K -53 -0.8%
AC
707
Avestar Capital
New York
$332K +$2.33K +46 +0.7%
AG
708
Ascent Group
Virginia
$331K -$5.57K -110 -2%
WMA
709
Wealth Management Associates
New Jersey
$328K – – –
DC
710
Destiny Capital
Colorado
$323K – – –
FPCG
711
Forum Private Client Group
Indiana
$322K +$16.2K +319 +5%
SCA
712
Stonebridge Capital Advisors
Minnesota
$322K +$322K +6,350 New
MCCA
713
Mill Creek Capital Advisors
Pennsylvania
$321K -$102K -2,019 -24%
USCWA
714
U.S. Capital Wealth Advisors
Texas
$318K +$9.93K +196 +3%
CT
715
Colonial Trust
South Carolina
$315K – – –
IWN
716
Independent Wealth Network
Iowa
$315K +$102K +2,010 +48%
FCM
717
Fortis Capital Management
Washington
$314K +$314K +6,200 New
VF
718
Vawter Financial
Ohio
$313K -$187K -3,700 -37%
HI
719
Hudock Inc
Pennsylvania
$311K -$291K -5,740 -48%
WA
720
WBH Advisory
Maryland
$310K +$310K +6,119 New
MWM
721
Meridian Wealth Management
Kentucky
$309K +$20.4K +402 +7%
SG
722
StoneX Group
New York
$308K -$119K -2,347 -28%
SMC
723
Smith, Moore & Co
Missouri
$307K – – –
CFG
724
Citizens Financial Group
Rhode Island
$303K -$2.03K -40 -0.7%
SF
725
Synovus Financial
Georgia
$302K -$6.28K -124 -2%
27 28
29
30 31