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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 %
TCA
801
Transcend Capital Advisors
New Jersey
$200K +$200K +3,955 New
WB
802
Webster Bank
Connecticut
$180K – – –
AP
803
Arlington Partners
Alabama
$170K – – –
PTC
804
Private Trust Company
Ohio
$164K -$318K -6,274 -66%
CFO
805
CVA Family Office
Colorado
$140K +$20.8K +411 +18%
IAS
806
IMA Advisory Services
Colorado
$132K +$132K +2,600 New
IGWM
807
ICA Group Wealth Management
Colorado
$128K -$18.8K -372 -13%
MIM
808
Macroview Investment Management
Maryland
$127K -$29.9K -590 -19%
TF
809
TimeScale Financial
Massachusetts
$124K +$124K +2,438 New
CWC
810
Carolinas Wealth Consulting
North Carolina
$116K +$7.09K +140 +7%
PA
811
Parallel Advisors
California
$115K +$18.4K +363 +19%
WP
812
WealthPLAN Partners
Nebraska
$103K +$103K +2,033 New
SWM
813
Sugarloaf Wealth Management
Georgia
$97.4K – – –
MCM
814
Manchester Capital Management
Vermont
$94.2K – – –
AA
815
Ancora Advisors
Ohio
$90.2K – – –
Citadel Advisors
816
Citadel Advisors
Florida
$89.4K +$89.4K +1,765 New
Fifth Third Bancorp
817
Fifth Third Bancorp
Ohio
$76K +$4.51K +89 +6%
LFG
818
Larson Financial Group
Missouri
$67K +$61.5K +1,214 +1,114%
GI
819
Gradient Investments
Minnesota
$60.8K +$60.8K +1,201 New
FMII
820
Farmers & Merchants Investments Inc
Nebraska
$54.7K -$41.3K -816 -43%
HNB
821
Huntington National Bank
Ohio
$53.2K – – –
IRC
822
Investors Research Corp
Georgia
$53.2K – – –
VWM
823
Valley Wealth Managers
New Jersey
$50.5K – – –
EWM
824
Endurance Wealth Management
Rhode Island
$49K – – –
RCM
825
Raleigh Capital Management
North Carolina
$48K -$112K -2,208 -70%
31 32
33
34 35