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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
RWA Wealth Partners
Massachusetts
$156M
3
WAG
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
Merriman Wealth Management
Washington
$41M
5
UBS Group
UBS Group
Switzerland
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
801
Wambolt & Associates
Colorado
$440K -$46.6K -912 -10%
WWM
802
Western Wealth Management
Colorado
$439K -$372K -7,284 -46%
PWA
803
Physician Wealth Advisors
Utah
$437K -$69.7K -1,381 -14%
FPCG
804
Forum Private Client Group
Indiana
$436K +$436K +8,534 New
SFG
805
StrategIQ Financial Group
Indiana
$433K -$22.5K -440 -5%
VFIC
806
Valley Forge Investment Consultants
Pennsylvania
$433K – – –
EIP
807
Ellis Investment Partners
Pennsylvania
$432K +$29.6K +580 +7%
FNC
808
First National Corp
Massachusetts
$431K -$1.19M -23,283 -73%
QPWM
809
Quadrant Private Wealth Management
Pennsylvania
$431K +$104K +2,041 +32%
RDFA
810
Ritter Daniher Financial Advisory
Ohio
$429K +$429K +8,400 New
HAS
811
HBW Advisory Services
California
$427K +$427K +8,356 New
BIA
812
Bell Investment Advisors
California
$424K +$49.9K +978 +13%
C
813
CEDRUS
Colorado
$424K +$424K +8,297 New
SF
814
Synovus Financial
Georgia
$423K +$44.3K +868 +12%
HIC
815
Holderness Investments Company
North Carolina
$420K +$420K +8,233 New
SI
816
Saxon Interests
Texas
$420K +$420K +8,228 New
BJL
817
Brighton Jones LLC
Washington
$417K +$19.7K +386 +5%
SFWC
818
Strategic Family Wealth Counselors
New Jersey
$416K +$416K +8,158 New
MWA
819
Motive Wealth Advisors
Michigan
$416K -$716K -14,020 -63%
FPAS
820
Focus Partners Advisor Solutions
Missouri
$413K +$43.1K +844 +12%
VFPW
821
Vantage Financial Partners (Wisconsin)
Wisconsin
$411K +$411K +8,045 New
AFG
822
Albion Financial Group
Utah
$409K +$409K +8,003 New
LBC
823
Lowe Brockenbrough & Co
Virginia
$408K -$375K -7,350 -48%
EWA
824
ERTS Wealth Advisors
Michigan
$407K -$1.17K -23 -0.3%
CFAM
825
Center For Asset Management
Florida
$406K +$406K +7,947 New
31 32
33
34 35