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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.66%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RFC
51
Regions Financial Corp
Alabama
$50.7M 1,054,912 +25,560 +2%
MAS
52
Meeder Advisory Services
Ohio
$47.6M 989,488 -72,534 -7%
OIA
53
OneDigital Investment Advisors
Kansas
$47.2M 980,991 +513,754 +110%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$46.1M 959,273 -19,554 -2%
BHWM
55
Beaird Harris Wealth Management
Texas
$45.8M 952,514 -54,062 -5%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$43.5M 903,570 +20,286 +2%
WFA
57
West Financial Advisors
Iowa
$41.8M 869,828 +89,372 +11%
HP
58
HT Partners
Connecticut
$40.1M 832,898 +45,930 +6%
WCWM
59
Willow Creek Wealth Management
California
$40M 831,991 -39,497 -5%
CC
60
Callan Capital
California
$37.2M 774,370 +104,768 +16%
TSW
61
Thompson Siegel & Walmsley
Virginia
$36.8M 765,881 +248,776 +48%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$36.3M 755,544 +233,360 +45%
Financial Engines Advisors
63
Financial Engines Advisors
California
$35.7M 742,916 -87,036 -10%
BWP
64
BSW Wealth Partners
Colorado
$35M 727,979 +20,795 +3%
IAA
65
Independent Advisor Alliance
North Carolina
$34.5M 717,786 +40,893 +6%
BCP
66
Blue Chip Partners
Michigan
$34.4M 715,499 +711,491 +17,752%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$31.9M 663,285 +212,270 +47%
Lido Advisors
68
Lido Advisors
California
$30.9M 641,834 -93,960 -13%
MML Investors Services
69
MML Investors Services
Massachusetts
$30.3M 629,769 -10,272 -2%
SWA
70
Strata Wealth Advisors
Texas
$30.2M 626,848 +626,848 New
MWM
71
Modera Wealth Management
New Jersey
$30M 624,415 -19,958 -3%
SB
72
Sunflower Bank
Texas
$29.6M 615,431 +48,087 +8%
PFP
73
Pinnacle Financial Partners
Tennessee
$28.7M 596,792 -31,190 -5%
BFC
74
Bedel Financial Consulting
Indiana
$28.6M 594,192 -10,436 -2%
AWE
75
Avidian Wealth Enterprises
Texas
$28M 581,347 +47,993 +9%
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