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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
Lazard Asset Management
3
Lazard Asset Management
New York
$30.8M
4
SCM
4
SCS Capital Management
Massachusetts
$246M
5
BCM
5
BlueCrest Capital Management
Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
801
Concorde Asset Management
Michigan
$214K 4,260 +4,260 New
CPG
802
Cornerstone Planning Group
New Jersey
$214K 4,258 +4,258 New
CFO
803
Collective Family Office
Pennsylvania
$213K 4,250 +4,250 New
IAIM
804
International Assets Investment Management
Florida
$207K 4,120 -410 -9%
YIA
805
YHB Investment Advisors
Connecticut
$206K 4,110 +4,110 New
TWP
806
TFO Wealth Partners
Ohio
$206K 4,102 +11 +0.3%
CWAG
807
Compton Wealth Advisory Group
Virginia
$205K 4,082 – –
WA
808
Waverly Advisors
Alabama
$205K 4,080 -436 -10%
AF
809
Affiance Financial
Minnesota
$204K 4,055 -425 -9%
BCP
810
Blue Chip Partners
Michigan
$201K 4,008 +4,008 New
WAM
811
Walker Asset Management
Missouri
$201K 4,000 – –
SPFA
812
Summit Place Financial Advisors
New Jersey
$201K 4,000 – –
SWA
813
SOA Wealth Advisors
New York
$195K 3,881 -134 -3%
AP
814
Arlington Partners
Alabama
$191K 3,810 +459 +14%
NL
815
NEPC LLC
Massachusetts
$189K 3,763 +3,763 New
PTC
816
Private Trust Company
Ohio
$188K 3,735 +500 +15%
WB
817
Webster Bank
Connecticut
$179K 3,558 – –
DF
818
Dunhill Financial
United Kingdom
$167K 3,384 +3,384 New
OAJ
819
Ogorek Anthony Joseph
New York
$156K 3,123 -1,490 -32%
GFPC
820
Global Financial Private Client
Florida
$143K 2,845 +2,557 +888%
CFO
821
CVA Family Office
Colorado
$138K 2,755 – –
CAS
822
Coppell Advisory Solutions
Texas
$134K 2,672 +2,672 New
IAS
823
IMA Advisory Services
Colorado
$131K 2,600 – –
IGWM
824
ICA Group Wealth Management
Colorado
$117K 2,333 -188 -7%
AA
825
Ancora Advisors
Ohio
$116K 2,305 +524 +29%
31 32
33
34 35