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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
LBD
51
Landsberg Bennett & Dubbaneh
Florida
$16.2M 294,087 +18,331 +7%
BFA
52
Bragg Financial Advisors
North Carolina
$16.1M 290,227 +26,733 +10%
COF
53
Capital One Financial
Virginia
$16M 290,084 +56,691 +24%
BCA
54
Biltmore Capital Advisors
New Jersey
$15.2M 275,032 +37,037 +16%
CIA
55
Compass Ion Advisors
Pennsylvania
$15.2M 274,945 -13,078 -5%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$14.7M 265,367 +72,213 +37%
WIC
57
Whitegate Investment Counselors
New Hampshire
$14.4M 261,150 +31,170 +14%
QAM
58
QCI Asset Management
New York
$13.5M 244,719 +12,822 +6%
OPS
59
Orion Portfolio Solutions
Nebraska
$13.3M 239,823 -7,158 -3%
PCA
60
Personal Capital Advisors
California
$13.2M 238,686 +36,508 +18%
HWA
61
Heartwood Wealth Advisors
Virginia
$12.2M 221,394 +4,654 +2%
A
62
AdvicePeriod
California
$11.9M 216,059 +30,822 +17%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$11.9M 214,600 – –
MWP
64
Moller Wealth Partners
$11.6M 210,104 +19,248 +10%
ERIM
65
Eagle Ridge Investment Management
Connecticut
$11.3M 203,974 +16,969 +9%
FM
66
Foster & Motley
Ohio
$11.2M 202,407 +29,517 +17%
SPIA
67
Steward Partners Investment Advisory
New York
$11.1M 200,997 -31,561 -14%
RMC
68
Regis Management Company
California
$10.6M 191,068 – –
Citigroup
69
Citigroup
New York
$10.4M 188,443 +171,151 +990%
APA
70
Allegiant Private Advisors
Florida
$10.3M 186,605 +62,810 +51%
HI
71
Human Investing
Oregon
$10.2M 184,104 +13,434 +8%
SAM
72
SP Asset Management
California
$10.1M 181,246 -22,075 -11%
MA
73
MUFG Americas
New York
$9.57M 172,992 -3,688 -2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$9.56M 172,858 +26,334 +18%
SQA
75
Simon Quick Advisors
New Jersey
$9.42M 170,335 +29,691 +21%
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