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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.62%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
5
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
2
RWA Wealth Partners
Massachusetts
$156M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
4
Merriman Wealth Management
Washington
$41M
5
UBS Group
5
UBS Group
Switzerland
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
51
Ackerman Capital Advisors
Texas
$59.2M +$49.1M +961,006 +482%
OIA
52
OneDigital Investment Advisors
Kansas
$57.3M +$7.2M +141,077 +14%
MML Investors Services
53
MML Investors Services
Massachusetts
$55.6M +$23.5M +459,617 +73%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$54.1M -$41.6M -815,238 -43%
LFS
55
Lutz Financial Services
Nebraska
$53.7M -$10.9M -213,458 -17%
MAS
56
Meeder Advisory Services
Ohio
$53.1M +$2.61M +51,111 +5%
Goldman Sachs
57
Goldman Sachs
New York
$52.1M +$27.6M +540,233 +113%
SC
58
Savant Capital
Illinois
$51.9M -$2.23M -43,759 -4%
RFC
59
Regions Financial Corp
Alabama
$51.5M -$2.39M -46,764 -4%
FSC
60
Full Sail Capital
Oklahoma
$46M +$26.5M +518,472 +136%
WFA
61
West Financial Advisors
Iowa
$45.1M +$717K +14,044 +2%
TSW
62
Thompson Siegel & Walmsley
Virginia
$44.1M +$4.98M +97,493 +13%
MG
63
Mather Group
Illinois
$43.4M +$17.6M +344,724 +68%
M&T Bank
64
M&T Bank
New York
$42.9M +$15.6M +305,087 +57%
BHWM
65
Beaird Harris Wealth Management
Texas
$42M -$6.59M -129,164 -14%
MWM
66
Merriman Wealth Management
Washington
$41M -$51.7M -1,012,310 -56%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$40.1M +$40.1M +786,006 New
CC
68
Callan Capital
California
$39.8M +$303K +5,931 +0.8%
AIM
69
Allen Investment Management
New York
$39.2M +$39.2M +768,013 New
HIG
70
Heritage Investment Group
Florida
$38.2M +$17.5M +342,165 +84%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$37.8M -$8.35M -163,646 -18%
Financial Engines Advisors
72
Financial Engines Advisors
California
$37.6M -$351K -6,868 -0.9%
KOC
73
Koss-Olinger Consulting
Florida
$36.8M +$36.8M +721,495 New
BWP
74
BSW Wealth Partners
Colorado
$35.9M -$1.27M -24,841 -3%
EWA
75
EP Wealth Advisors
California
$35.4M +$10.3M +200,908 +41%
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