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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 %
NHT
851
New Hampshire Trust
New Hampshire
$19.8K +$19.8K +390 New
CIA
852
Cape Investment Advisory
Georgia
$17.9K +$17.9K +354 New
OA
853
Operose Advisors
Wisconsin
$17.7K +$9.02K +178 +103%
PMFA
854
Plante Moran Financial Advisors
Michigan
$17.6K +$51 +1 +0.3%
HCP
855
Hexagon Capital Partners
Arkansas
$17.2K +$17.2K +340 New
GFPC
856
Global Financial Private Client
Florida
$14.6K – – –
BCMLT
857
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.2K +$13.2K +261 New
Simplex Trading
858
Simplex Trading
Illinois
$13K +$13K +275 New
DAM
859
Delta Asset Management
Tennessee
$12.6K – – –
BTI
860
Blue Trust Inc
Georgia
$11K -$4.08K -82 -27%
GA
861
GoalVest Advisory
New York
$10.7K +$10.7K +211 New
AWM
862
Avior Wealth Management
Nebraska
$9.63K +$9.63K +190 New
TWA
863
TCI Wealth Advisors
Arizona
$9.07K – – –
SS
864
Sunbelt Securities
Texas
$8.19K +$8.19K +162 New
WPWM
865
Western Pacific Wealth Management
Illinois
$7.55K – – –
PGAM
866
Princeton Global Asset Management
New Jersey
$5.6K +$5.6K +110 New
AWM
867
AllSquare Wealth Management
New York
$5.27K – – –
AA
868
AlphaMark Advisors
Kentucky
$5K – – –
C
869
Covestor
United Kingdom
$4K +$318 +7 +9%
NFSG
870
Newbridge Financial Services Group
Florida
$2.84K +$2.84K +56 New
FSWA
871
Financial Synergies Wealth Advisors
Texas
$2.36K +$50 +1 +2%
CIA
872
Cascade Investment Advisors
Oregon
$1.42K +$1.42K +28 New
BBPWM
873
Blue Bell Private Wealth Management
Pennsylvania
$1.12K – – –
RCM
874
Rain Capital Management
Oregon
$981 – – –
GWSA
875
Global Wealth Strategies & Associates
Colorado
$608 -$912 -18 -60%
33 34
35
36 37