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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 %
SCA
801
Snowden Capital Advisors
New York
$246K 5,122 -646 -11%
FAFN
802
First Affirmative Financial Network
Colorado
$246K 5,121 -50 -1%
RC
803
Roundview Capital
New Jersey
$246K 5,121 – –
WCP
804
Wick Capital Partners
Pennsylvania
$245K 5,100 +5,100 New
DWM
805
Dakota Wealth Management
Florida
$244K 5,080 – –
WMA
806
Wealth Management Associates
New Jersey
$244K 5,077 -1,400 -22%
KBC
807
Key Bridge Compliance
$244K 5,071 +5,071 New
WAS
808
Wealth Advisory Solutions
Indiana
$244K 5,071 +5,071 New
SP
809
Successful Portfolios
Florida
$243K 5,042 +460 +10%
FWP
810
Firethorn Wealth Partners
Georgia
$241K 5,006 +5,006 New
WCA
811
Waypoint Capital Advisors
Minnesota
$240K 4,998 -1,062 -18%
RWM
812
RKL Wealth Management
Pennsylvania
$240K 4,990 +30 +0.6%
Bank of Montreal
813
Bank of Montreal
Ontario, Canada
$240K 4,889 -862 -15%
NFG
814
Northeast Financial Group
Pennsylvania
$240K 4,986 -8,934 -64%
OC
815
Oppenheimer & Co
New York
$239K 4,971 +642 +15%
NCM
816
Northland Capital Management
Minnesota
$239K 4,960 – –
AC
817
ASB Consultores
Florida
$238K 4,952 -8,987 -64%
ANBT
818
American National Bank & Trust
Texas
$238K 4,938 +4,628 +1,493%
RFG
819
RFP Financial Group
Georgia
$237K 4,936 +35 +0.7%
KCM
820
Kanawha Capital Management
Virginia
$236K 4,902 +8 +0.2%
LRWA
821
Long Run Wealth Advisors
New York
$236K 4,900 +4,900 New
MFG
822
MidWestOne Financial Group
Iowa
$235K 4,888 – –
CCM
823
Coldstream Capital Management
Washington
$234K 4,861 -1,763 -27%
CAS
824
Coppell Advisory Solutions
Texas
$232K 4,692 +2,020 +76%
NHC
825
Nicholas Hoffman & Company
Georgia
$231K 4,802 +4,802 New
31 32
33
34 35