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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 %
HP
826
HT Partners
Connecticut
$405K -$42.1M -824,967 -99%
OPOWM
827
One Plus One Wealth Management
Florida
$397K +$397K +7,785 New
RSWA
828
Robinson Smith Wealth Advisors
Maine
$396K +$396K +7,748 New
HCA
829
Horan Capital Advisors
Ohio
$393K +$393K +7,696 New
OBWG
830
Onyx Bridge Wealth Group
New York
$391K +$391K +7,667 New
GM
831
GeoWealth Management
Illinois
$391K +$391K +7,662 New
LFA
832
Level Financial Advisors
New York
$386K -$142K -2,778 -27%
BAMG
833
Brand Asset Management Group
Missouri
$385K +$78.1K +1,529 +25%
PCS
834
Private Client Services
Kentucky
$385K +$385K +7,541 New
HWM
835
Horizons Wealth Management
North Carolina
$385K +$36.9K +722 +11%
MC
836
Moors & Cabot
Massachusetts
$383K – – –
CIM
837
Cambria Investment Management
California
$383K +$74.7K +1,463 +24%
IWN
838
Independent Wealth Network
Iowa
$383K +$60.5K +1,186 +19%
BWM
839
BCS Wealth Management
Tennessee
$381K +$64.1K +1,256 +20%
AFA
840
American Financial Advisors
Georgia
$381K -$3.32K -65 -0.9%
CIA
841
Compass Ion Advisors
Pennsylvania
$379K -$136K -2,656 -26%
WHCI
842
W.H. Cornerstone Investments
Massachusetts
$379K +$3.77K +74 +1%
SWM
843
Sterling Wealth Management
Illinois
$379K +$379K +7,421 New
VBFP
844
Valtinson Bruner Financial Planning
Minnesota
$376K +$7.25K +142 +2%
GT
845
Glenview Trust
Kentucky
$369K +$47.1K +923 +15%
ACM
846
Advisors Capital Management
New Jersey
$364K +$364K +7,122 New
SG
847
StoneX Group
New York
$362K +$51.3K +1,005 +16%
BBNA
848
Bremer Bank National Association
Minnesota
$361K +$361K +7,062 New
BWM
849
Baron Wealth Management
Michigan
$358K +$2.71K +53 +0.8%
OFG
850
Oxford Financial Group
Indiana
$356K +$50K +979 +16%
32 33
34
35 36