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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
51
Mather Group
Illinois
$14.2M 259,659 +34,901 +16%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$14M 255,314 +168,663 +195%
OPS
53
Orion Portfolio Solutions
Nebraska
$13.5M 246,981 +24,516 +11%
NNP
54
Nachman Norwood & Parrott
South Carolina
$13.5M 246,819 +8,804 +4%
BCA
55
Biltmore Capital Advisors
New Jersey
$13M 237,995 -4,833 -2%
COF
56
Capital One Financial
Virginia
$12.8M 233,393 +6,966 +3%
SPIA
57
Steward Partners Investment Advisory
New York
$12.7M 232,558 -61,598 -21%
QAM
58
QCI Asset Management
New York
$12.7M 231,897 +42,940 +23%
WIC
59
Whitegate Investment Counselors
New Hampshire
$12.6M 229,980 +53,690 +30%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$11.9M 214,600 – –
HWA
61
Heartwood Wealth Advisors
Virginia
$11.8M 216,740 +18,355 +9%
BUB
62
BBVA USA Bancshares
Texas
$11.4M 208,581 +39,052 +23%
SAM
63
SP Asset Management
California
$11.2M 203,321 +17,669 +10%
PCA
64
Personal Capital Advisors
California
$11M 202,178 +18,585 +10%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$10.6M 193,154 +56,936 +42%
RMC
66
Regis Management Company
California
$10.4M 191,068 – –
MWP
67
Moller Wealth Partners
$10.4M 190,856 +58,396 +44%
LWA
68
LWS Wealth Advisors
New Jersey
$10.4M 189,981 -163,010 -46%
ERIM
69
Eagle Ridge Investment Management
Connecticut
$10.2M 187,005 +65,778 +54%
A
70
AdvicePeriod
California
$10.1M 185,237 +39,012 +27%
MA
71
MUFG Americas
New York
$9.65M 176,680 -8,546 -5%
FM
72
Foster & Motley
Ohio
$9.45M 172,890 +21,546 +14%
HI
73
Human Investing
Oregon
$9.33M 170,670 +38,078 +29%
WANY
74
Wealthspire Advisors (New York)
New York
$8.83M 161,672 +1,264 +0.8%
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$8.26M 151,123 +151,123 New
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