VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
776
Northland Capital Management
Minnesota
$249K 4,960 – –
FLPIM
777
F.L. Putnam Investment Management
Massachusetts
$247K 4,912 +4,912 New
RFG
778
RFP Financial Group
Georgia
$246K 4,901 +33 +0.7%
KCM
779
Kanawha Capital Management
Virginia
$246K 4,894 – –
MFG
780
MidWestOne Financial Group
Iowa
$245K 4,888 -530 -10%
CS
781
Comerica Securities
Michigan
$241K 4,804 – –
CTA
782
Chesley Taft & Associates
Illinois
$241K 4,790 -200 -4%
CAI
783
Capital Advisors Inc
Oklahoma
$239K 4,755 +4,755 New
1WA
784
180 Wealth Advisors
Washington
$236K 4,719 -46 -1%
HAS
785
HBW Advisory Services
California
$236K 4,695 +4,695 New
SPWG
786
Syntegra Private Wealth Group
Missouri
$235K 4,674 – –
FP
787
Financial Perspectives
Minnesota
$233K 4,633 -5,773 -55%
AWA
788
Archvest Wealth Advisors
California
$231K 4,600 -800 -15%
FWIA
789
Fort Washington Investment Advisors
Ohio
$231K 4,590 – –
SP
790
Successful Portfolios
Florida
$230K 4,582 -7,002 -60%
BWP
791
Baldwin Wealth Partners
Massachusetts
$230K 4,580 – –
SWA
792
Strategies Wealth Advisors
Michigan
$229K 4,563 +4,563 New
SLA
793
Silver Lake Advisory
Utah
$226K 4,504 +31 +0.7%
FANJ
794
Financial Architects (New Jersey)
New Jersey
$225K 4,475 – –
WWM
795
Wiser Wealth Management
Georgia
$222K 4,419 +4,419 New
AWM
796
Act Wealth Management
Texas
$221K 4,400 – –
SW
797
SlateStone Wealth
Florida
$219K 4,352 +28 +0.6%
GA
798
Greenspring Advisors
Maryland
$219K 4,359 -29,942 -87%
OC
799
Oppenheimer & Co
New York
$217K 4,329 +150 +4%
NFP
800
Narus Financial Partners
Utah
$216K 4,300 +4,300 New
30 31
32
33 34