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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.65%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MWA
776
Martel Wealth Advisors
Washington
$280K 5,817 +344 +6%
LIG
777
Lokken Investment Group
Delaware
$279K 5,796 +5,796 New
TC
778
Telemus Capital
Michigan
$278K 5,777 +5,777 New
HI
779
Hudock Inc
Pennsylvania
$276K 5,730 – –
CBOR
780
Community Bank of Raymore
Missouri
$275K 5,710 -42 -0.7%
BA
781
Bridge Advisory
California
$274K 5,688 +5,688 New
KFI
782
Key Financial Inc
Pennsylvania
$271K 5,631 – –
WIM
783
Westside Investment Management
California
$270K 5,616 – –
SFP
784
Sterling Financial Planning
New Jersey
$269K 5,601 +5,601 New
HSWM
785
Hubbell Strickland Wealth Management
Louisiana
$269K 5,595 -586 -9%
CMBA
786
C.M. Bidwell & Associates
Hawaii
$268K 5,571 – –
SAM
787
Summit Asset Management
Tennessee
$267K 5,555 – –
SAM
788
Sawgrass Asset Management
Florida
$265K 5,505 – –
ICG
789
InterOcean Capital Group
Tennessee
$263K 5,478 +5,478 New
GWCM
790
Godshalk Welsh Capital Management
Pennsylvania
$263K 5,472 -5,942 -52%
HS
791
Horan Securities
United States
$263K 5,463 -1,599 -23%
TCA
792
Transcend Capital Advisors
New Jersey
$258K 5,372 +5,372 New
PCI
793
Planning Center Inc
Illinois
$258K 5,360 +5,360 New
BTWM
794
Baker Tilly Wealth Management
Wisconsin
$257K 5,348 -3,315 -38%
TIM
795
Total Investment Management
Arizona
$256K 5,326 +37 +0.7%
BAG
796
Bridgewealth Advisory Group
California
$256K 5,315 – –
PIMG
797
Patriot Investment Management Group
Tennessee
$255K 5,300 – –
MCCA
798
Mill Creek Capital Advisors
Pennsylvania
$255K 5,299 -433 -8%
CW
799
Channel Wealth
California
$254K 5,283 -505 -9%
SRC
800
Shufro Rose & Co
New York
$251K 5,216 +5,216 New
30 31
32
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