VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VAG
851
VisionPoint Advisory Group
Texas
$40.9K 815 +815 New
PFBT
852
Parkside Financial Bank & Trust
Missouri
$40.8K 812 – –
FFC
853
First Financial Corp
Indiana
$38.9K 775 – –
CSWM
854
Cassady Schiller Wealth Management
Ohio
$33.8K 673 +273 +68%
CH
855
Canton Hathaway
Rhode Island
$31K 612 – –
SIC
856
Salem Investment Counselors
North Carolina
$30.8K 613 -120 -16%
CA
857
Crewe Advisors
Utah
$30.3K 604 – –
RTL
858
Red Tortoise LLC
Georgia
$30.3K 603 – –
MFT
859
Moisand Fitzgerald Tamayo
Florida
$24.8K 493 – –
BWL
860
Bogart Wealth LLC
Virginia
$23.8K 474 +22 +5%
MCA
861
Maryland Capital Advisors
Maryland
$23.6K 470 – –
FMTCOCP
862
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K 453 – –
GWSG
863
GPS Wealth Strategies Group
Colorado
$21K 417 +2 +0.5%
SSB
864
Sandy Spring Bank
Maryland
$20.9K 416 – –
GTAM
865
Global Trust Asset Management
Florida
$20.1K 400 – –
CIA
866
Cape Investment Advisory
Georgia
$18.8K 375 +21 +6%
OA
867
Operose Advisors
Wisconsin
$17.7K 352 +2 +0.6%
PMFA
868
Plante Moran Financial Advisors
Michigan
$17.5K 348 – –
ANBT
869
American National Bank & Trust
Texas
$15.6K 310 +310 New
IPW
870
Impact Partnership Wealth
Georgia
$15.2K 303 +303 New
HWA
871
Heritage Wealth Advisors
Virginia
$13.6K 270 +270 New
DAM
872
Delta Asset Management
Tennessee
$12.5K 248 – –
Kayne Anderson Rudnick Investment Management
873
Kayne Anderson Rudnick Investment Management
California
$12.1K 241 +241 New
TAM
874
Tucker Asset Management
Colorado
$9.19K 183 +183 New
HBW
875
Hazlett, Burt & Watson
West Virginia
$8K 151 +151 New
33 34
35
36 37