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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
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
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
RWA Wealth Partners
Massachusetts
$156M
3
WAG
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
Merriman Wealth Management
Washington
$41M
5
UBS Group
UBS Group
Switzerland
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
751
Whittier Trust
California
$559K -$272K -5,325 -33%
HI
752
Hendershot Investments
Virginia
$558K -$717K -14,036 -56%
RFG
753
RFP Financial Group
Georgia
$548K +$296K +5,801 +118%
CFFP
754
Center for Financial Planning
Michigan
$547K -$12.7K -248 -2%
APIM
755
Agate Pass Investment Management
Washington
$545K +$118K +2,304 +28%
RTL
756
Red Tortoise LLC
Georgia
$541K +$210K +4,116 +64%
GA
757
Greytown Advisors
Florida
$539K +$539K +10,568 New
RA
758
Regis Acquisition
Colorado
$538K +$119K +2,330 +28%
RSWM
759
Robertson Stephens Wealth Management
California
$537K -$7.15K -140 -1%
DWP
760
Destiny Wealth Partners
Florida
$535K +$1.68K +33 +0.3%
AFG
761
Altiora Financial Group
Ohio
$534K +$534K +10,453 New
PFS
762
Prospera Financial Services
Texas
$531K +$19.1K +374 +4%
PPW
763
Presilium Private Wealth
Pennsylvania
$529K +$529K +10,365 New
BC
764
Brio Consultants
California
$526K -$1.35M -26,460 -72%
NJIM
765
Nabity-Jensen Investment Management
Nebraska
$525K +$525K +10,288 New
CFMC
766
Curbstone Financial Management Corp
New Hampshire
$523K -$66.4K -1,300 -11%
AFG
767
AFS Financial Group
Maryland
$515K -$1.4M -27,349 -73%
LAM
768
LifePro Asset Management
California
$514K – – –
AG
769
Ascent Group
Virginia
$513K +$220K +4,342 +75%
EFA
770
Evernest Financial Advisors
Indiana
$513K +$513K +10,048 New
SCI
771
Silver Coast Investments
United States
$508K +$508K +9,955 New
AWP
772
Ascent Wealth Partners
New York
$503K +$4.75K +93 +1%
CFGSD
773
Compass Financial Group (South Dakota)
South Dakota
$496K +$154K +3,020 +45%
HFAS
774
Hummer Financial Advisory Services
Illinois
$490K – – –
JIR
775
James Investment Research
Ohio
$490K -$34.1K -667 -7%
29 30
31
32 33