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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$49.2M 978,827 +156,462 +19%
HighTower Advisors
52
HighTower Advisors
Illinois
$48.3M 962,325 +617,649 +179%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$44.4M 883,284 +53,044 +6%
WCWM
54
Willow Creek Wealth Management
California
$43.8M 871,488 -12,113 -1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$42.4M 844,981 -270,798 -24%
Stifel Financial
56
Stifel Financial
Missouri
$42.3M 842,979 +80,842 +11%
Financial Engines Advisors
57
Financial Engines Advisors
California
$41.7M 829,952 +27,607 +3%
HP
58
HT Partners
Connecticut
$39.5M 786,968 – –
WFA
59
West Financial Advisors
Iowa
$39.2M 780,456 +40,564 +5%
Lido Advisors
60
Lido Advisors
California
$37M 735,794 +55,361 +8%
OMC
61
Old Mission Capital
Illinois
$35.8M 713,230 +514,144 +258%
BWP
62
BSW Wealth Partners
Colorado
$35.5M 707,184 +101,691 +17%
IAA
63
Independent Advisor Alliance
North Carolina
$34M 676,893 -19,316 -3%
CC
64
Callan Capital
California
$33.6M 669,602 +92,077 +16%
MWM
65
Modera Wealth Management
New Jersey
$32.4M 644,373 -825 -0.1%
MML Investors Services
66
MML Investors Services
Massachusetts
$32.1M 640,041 +216,189 +51%
PFP
67
Pinnacle Financial Partners
Tennessee
$31.5M 627,982 -5,564 -0.9%
Lazard Asset Management
68
Lazard Asset Management
New York
– – – –
BFC
69
Bedel Financial Consulting
Indiana
$30.4M 604,628 -1,092 -0.2%
SB
70
Sunflower Bank
Texas
$28.5M 567,344 +4,796 +0.9%
MNG
71
Manning & Napier Group
New York
– – – –
FPCP
72
Fort Point Capital Partners
California
$27.2M 540,806 +109,096 +25%
WANY
73
Wealthspire Advisors (New York)
New York
$27.2M 540,691 +7,083 +1%
JWA
74
JFS Wealth Advisors
Pennsylvania
$27.1M 540,508 +43,739 +9%
AWE
75
Avidian Wealth Enterprises
Texas
$26.8M 533,354 -85,876 -14%
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