VTEB icon

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 %
1WA
826
180 Wealth Advisors
Washington
$228K 4,730 +11 +0.2%
JSW
827
Journey Strategic Wealth
New Jersey
$226K 4,708 -28,372 -86%
SPWG
828
Syntegra Private Wealth Group
Missouri
$225K 4,674 – –
FP
829
Financial Perspectives
Minnesota
$223K 4,633 – –
OAM
830
Occidental Asset Management
California
$221K 4,604 -546 -11%
BWP
831
Baldwin Wealth Partners
Massachusetts
$220K 4,580 – –
PFGIA
832
Patriot Financial Group Insurance Agency
Massachusetts
$219K 4,553 +4,553 New
PP
833
Patten & Patten
Tennessee
$219K 4,546 +4,546 New
NP
834
Nilsine Partners
Colorado
$216K 4,496 +4,496 New
MWM
835
Mattern Wealth Management
Kansas
$216K 4,482 -2,497 -36%
OA
836
Operose Advisors
Wisconsin
$215K 4,471 +4,119 +1,170%
Wolverine Trading
837
Wolverine Trading
Illinois
$215K 4,462 +4,462 New
WWM
838
Wiser Wealth Management
Georgia
$214K 4,451 +32 +0.7%
AWA
839
Archvest Wealth Advisors
California
$214K 4,450 -150 -3%
SW
840
SlateStone Wealth
Florida
$214K 4,441 +89 +2%
FFM
841
Forum Financial Management
Illinois
$210K 4,359 +4,359 New
GA
842
Greenspring Advisors
Maryland
$210K 4,359 – –
TWP
843
TFO Wealth Partners
Ohio
$206K 4,102 – –
CWAG
844
Compton Wealth Advisory Group
Virginia
$205K 4,270 +188 +5%
YIA
845
YHB Investment Advisors
Connecticut
$203K 4,215 +105 +3%
NFP
846
Narus Financial Partners
Utah
$202K 4,200 -100 -2%
FCFC
847
First Citizens Financial Corp
Iowa
$202K 4,199 +4,199 New
SWA
848
SOA Wealth Advisors
New York
$190K 3,940 +59 +2%
GI
849
Gradient Investments
Minnesota
$176K 3,662 +2,673 +270%
HCP
850
Hexagon Capital Partners
Arkansas
$175K 3,628 +2,768 +322%
32 33
34
35 36