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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.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
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
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
HP
51
HT Partners
Connecticut
$39.9M 786,968 +12,627 +2%
Stifel Financial
52
Stifel Financial
Missouri
$38.6M 762,137 +60,069 +9%
WFA
53
West Financial Advisors
Iowa
$37.5M 739,892 +30,789 +4%
Lazard Asset Management
54
Lazard Asset Management
New York
– – – –
IAA
55
Independent Advisor Alliance
North Carolina
$35.3M 696,209 +20,288 +3%
Lido Advisors
56
Lido Advisors
California
$34.5M 680,433 +667,610 +5,206%
MWM
57
Modera Wealth Management
New Jersey
$32.7M 645,198 +19,517 +3%
CAG
58
Crestwood Advisors Group
Massachusetts
$32.4M 639,588 +285,711 +81%
PFP
59
Pinnacle Financial Partners
Tennessee
$32.1M 633,546 +11,182 +2%
AWE
60
Avidian Wealth Enterprises
Texas
$31.4M 619,230 +78,244 +14%
BFC
61
Bedel Financial Consulting
Indiana
$30.7M 605,720 -3,958 -0.6%
BWP
62
BSW Wealth Partners
Colorado
$30.7M 605,493 +82,670 +16%
CC
63
Callan Capital
California
$29.3M 577,525 -3,464 -0.6%
SWA
64
Strata Wealth Advisors
Texas
$29.2M 576,485 -15,074 -3%
BCM
65
BlueCrest Capital Management
Jersey
$29M 573,244 +504,835 +738%
M&T Bank
66
M&T Bank
New York
$28.9M 569,638 -247,760 -30%
SB
67
Sunflower Bank
Texas
$28.5M 562,548 +541,169 +2,531%
American Century Companies
68
American Century Companies
Missouri
$27.9M 551,600 +551,600 New
TSW
69
Thompson Siegel & Walmsley
Virginia
$27.1M 535,686 -948 -0.2%
WANY
70
Wealthspire Advisors (New York)
New York
$27M 533,608 -29,164 -5%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$26.7M 526,200 – –
Renaissance Technologies
72
Renaissance Technologies
New York
$26.6M 525,100 +502,100 +2,183%
Vanguard Group
73
Vanguard Group
Pennsylvania
$26M 513,839 +193,839 +61%
MA
74
Mosaic Advisors
Texas
$25.6M 505,971 +919 +0.2%
PCM
75
Passive Capital Management
Maryland
$25.4M 500,786 +2,850 +0.6%
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