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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 %
FWIA
776
Fort Washington Investment Advisors
Ohio
$233K – – –
BWP
777
Baldwin Wealth Partners
Massachusetts
$232K +$232K +4,580 New
SCA
778
Scott Capital Advisors
Oregon
$231K +$231K +4,554 New
IAIM
779
International Assets Investment Management
Florida
$229K -$405 -8 -0.2%
WA
780
Waverly Advisors
Alabama
$229K -$507 -10 -0.2%
AF
781
Affiance Financial
Minnesota
$227K -$652K -12,876 -74%
CHA
782
Cooper/Haims Advisors
New York
$227K -$2.34M -46,169 -91%
FANJ
783
Financial Architects (New Jersey)
New Jersey
$227K +$227K +4,475 New
SLA
784
Silver Lake Advisory
Utah
$227K +$227K +4,473 New
AWM
785
Act Wealth Management
Texas
$223K +$223K +4,400 New
SW
786
SlateStone Wealth
Florida
$219K +$912 +18 +0.4%
AWM
787
Aries Wealth Management
Maine
$218K -$37K -730 -15%
HTC
788
Haverford Trust Company
Pennsylvania
$212K -$79K -1,560 -27%
OC
789
Oppenheimer & Co
New York
$212K -$4.26K -84 -2%
RCG
790
Regatta Capital Group
California
$209K – – –
TWP
791
TFO Wealth Partners
Ohio
$207K -$3.13M -61,761 -94%
CWAG
792
Compton Wealth Advisory Group
Virginia
$207K +$207K +4,082 New
WI
793
Wintrust Investments
Illinois
$204K +$204K +4,030 New
KPWS
794
Kestra Private Wealth Services
Texas
$204K +$204K +4,020 New
SWA
795
SOA Wealth Advisors
New York
$203K -$507 -10 -0.2%
BSB
796
Bangor Savings Bank
Maine
$203K – – –
SL
797
Salomon & Ludwin
Virginia
$203K +$203K +4,000 New
SPFA
798
Summit Place Financial Advisors
New Jersey
$203K +$203K +4,000 New
WAM
799
Walker Asset Management
Missouri
$203K +$203K +4,000 New
PIM
800
Progressive Investment Management
Oregon
$202K +$202K +3,987 New
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