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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.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
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
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
826
Morton Brown Family Wealth
Pennsylvania
$47.8K – – –
LWANC
827
Laurel Wealth Advisors (North Carolina)
North Carolina
$47.4K – – –
VWM
828
Venturi Wealth Management
Texas
$44.3K +$44.3K +875 New
PAG
829
Paladin Advisory Group
Iowa
$42.6K +$42.6K +840 New
Commonwealth Equity Services
830
Commonwealth Equity Services
Massachusetts
$41.7K -$6.53K -128,858 -14%
PFBT
831
Parkside Financial Bank & Trust
Missouri
$41.1K – – –
SWG
832
Summit Wealth Group
Vermont
$41K +$41K +2,057,556 New
FFC
833
First Financial Corp
Indiana
$39.3K – – –
SIS
834
Sound Income Strategies
Florida
$38.9K – – –
SIC
835
SJS Investment Consulting
Ohio
$37.3K – – –
SIC
836
Salem Investment Counselors
North Carolina
$37.1K -$24.6K -486 -40%
IA
837
IFS Advisors
Kansas
$32.5K -$32.5K -641 -50%
CH
838
Canton Hathaway
Rhode Island
$31K – – –
CA
839
Crewe Advisors
Utah
$30.6K +$30.6K +604 New
RTL
840
Red Tortoise LLC
Georgia
$30.5K – – –
MFT
841
Moisand Fitzgerald Tamayo
Florida
$25K – – –
HGERS
842
Householder Group Estate & Retirement Specialist
Arizona
$24K +$24K +477 New
MCA
843
Maryland Capital Advisors
Maryland
$23.8K – – –
FMTCOCP
844
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
BWL
845
Bogart Wealth LLC
Virginia
$22.9K +$101 +2 +0.4%
SSB
846
Sandy Spring Bank
Maryland
$21.1K +$10.4K +205 +97%
GWSG
847
GPS Wealth Strategies Group
Colorado
$21K +$21K +415 New
GTAM
848
Global Trust Asset Management
Florida
$20.3K – – –
CSWM
849
Cassady Schiller Wealth Management
Ohio
$20.3K – – –
Belvedere Trading
850
Belvedere Trading
Illinois
$20.3K +$20.3K +400 New
32 33
34
35 36