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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.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14%
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
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
Northern Trust
Illinois
$490M
5
RJA
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.3B
4
HCC
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
Aspiriant LLC
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
726
Frisch Financial Group
New York
$300K -$8.48M -167,512 -97%
CWM
727
Curi Wealth Management
North Carolina
$297K – – –
WCA
728
Waypoint Capital Advisors
Minnesota
$297K – – –
MAG
729
MRA Advisory Group
New Jersey
$295K +$295K +5,823 New
VBFP
730
Valtinson Bruner Financial Planning
Minnesota
$293K – – –
SCA
731
Snowden Capital Advisors
New York
$292K +$35.6K +703 +14%
OFG
732
Oxford Financial Group
Indiana
$292K -$53.1K -1,048 -15%
CBOR
733
Community Bank of Raymore
Missouri
$291K – – –
BAM
734
Baldrige Asset Management
Pennsylvania
$289K -$29.6K -585 -9%
IC
735
IEQ Capital
California
$287K -$8.46K -167 -3%
KA
736
Kooman & Associates
Pennsylvania
$287K – – –
KFI
737
Key Financial Inc
Pennsylvania
$285K -$16.3K -322 -5%
WIM
738
Westside Investment Management
California
$285K – – –
CMBA
739
C.M. Bidwell & Associates
Hawaii
$282K – – –
SAM
740
Summit Asset Management
Tennessee
$281K – – –
LPIC
741
LeJeune Puetz Investment Counsel
Michigan
$281K +$152K +3,000 +118%
SAM
742
Sawgrass Asset Management
Florida
$279K – – –
AFA
743
American Financial Advisors
Georgia
$276K +$276K +5,455 New
MFG
744
MidWestOne Financial Group
Iowa
$274K -$606K -11,970 -69%
AWA
745
Archvest Wealth Advisors
California
$274K -$4.55M -89,741 -94%
WW
746
Westshore Wealth
California
$271K +$271K +5,359 New
BAG
747
Bridgewealth Advisory Group
California
$269K – – –
RFP
748
RCS Financial Planning
Maryland
$269K +$46.1K +910 +21%
PIMG
749
Patriot Investment Management Group
Tennessee
$268K – – –
FAFN
750
First Affirmative Financial Network
Colorado
$268K -$27.4K -541 -9%
28 29
30
31 32