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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
+$459M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$185M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$125M
4
Northern Trust
Northern Trust
Illinois
+$83.1M
5
RJA
Raymond James & Associates
Florida
+$76.8M

Top Sellers

1
WAG
Winthrop Advisory Group
Massachusetts
-$572M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$148M
3
Wealthfront Advisers
Wealthfront Advisers
California
-$116M
4
HCC
Hirtle Callaghan & Co
Pennsylvania
-$79.3M
5
AL
Aspiriant LLC
California
-$69.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
751
Total Investment Management
Arizona
$266K +$1.22K +24 +0.5%
RC
752
Roundview Capital
New Jersey
$264K +$9.58K +189 +4%
KWM
753
Kingsview Wealth Management
Oregon
$263K -$29.6K -584 -10%
ASFA
754
All Season Financial Advisors
Colorado
$262K +$55.4K +1,093 +27%
CWP
755
Cyndeo Wealth Partners
Florida
$261K -$8.31M -164,024 -97%
OAM
756
Occidental Asset Management
California
$261K – – –
CW
757
Channel Wealth
California
$260K +$260K +5,138 New
MWM
758
Mission Wealth Management
California
$258K -$33.9K -669 -12%
WCP
759
Wick Capital Partners
Pennsylvania
$258K +$258K +5,100 New
VP
760
Verum Partners
North Carolina
$258K -$84.1K -1,659 -25%
DWM
761
Dakota Wealth Management
Florida
$257K – – –
DWM
762
Drive Wealth Management
Utah
$257K -$28.8K -569 -10%
SWP
763
Stratos Wealth Partners
Ohio
$254K -$241K -4,749 -49%
BAMG
764
Brand Asset Management Group
Missouri
$253K -$33K -652 -12%
CTA
765
Chesley Taft & Associates
Illinois
$253K -$38.7K -764 -13%
NCM
766
Northland Capital Management
Minnesota
$251K +$31.4K +620 +14%
RWM
767
RKL Wealth Management
Pennsylvania
$250K +$11.9K +234 +5%
KCM
768
Kanawha Capital Management
Virginia
$248K – – –
RFG
769
RFP Financial Group
Georgia
$247K -$49K -967 -17%
ECM
770
Exchange Capital Management
Michigan
$244K +$244K +4,808 New
CS
771
Comerica Securities
Michigan
$243K -$147K -2,896 -38%
1WA
772
180 Wealth Advisors
Washington
$241K -$4.05K -80 -2%
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$240K +$17.9K +353 +8%
SPWG
774
Syntegra Private Wealth Group
Missouri
$237K +$237K +4,674 New
OAJ
775
Ogorek Anthony Joseph
New York
$233K – – –
29 30
31
32 33