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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 %
AIC
876
Archer Investment Corporation
Indiana
$517 – – –
EI
877
Ellevest Inc
New York
$369 – – –
BlackRock
878
BlackRock
New York
– -$21.3M -429,504 Closed
GAB
879
German American Bancorp
Indiana
– -$8.61M -173,958 Closed
KOC
880
Koss-Olinger Consulting
Florida
– -$4.58M -92,563 Closed
FC
881
Fiduciary Counselling
Minnesota
– -$3.8M -76,769 Closed
WEG
882
World Equity Group
Illinois
– -$3.21M -64,797 Closed
DWM
883
Dopkins Wealth Management
New York
– -$1.89M -38,110 Closed
HAS
884
HBW Advisory Services
California
– -$1.55M -31,314 Closed
BCM
885
BTC Capital Management
Iowa
– -$1.26M -25,362 Closed
VFPI
886
Vantage Financial Partners (Illinois)
Illinois
– -$1.25M -25,200 Closed
AIM
887
Arcadia Investment Management
Michigan
– -$1.16M -23,500 Closed
Kayne Anderson Rudnick Investment Management
888
Kayne Anderson Rudnick Investment Management
California
– -$1.08M -21,819 Closed
AWG
889
Altus Wealth Group
Colorado
– -$1.07M -21,522 Closed
WFA
890
Wade Financial Advisory
California
– -$1.03M -20,785 Closed
BWM
891
Baystate Wealth Management
Massachusetts
– -$990K -19,998 Closed
SL
892
Sentinus LLC
Illinois
– -$994K -19,970 Closed
1CP
893
1607 Capital Partners
Virginia
– -$678K -13,700 Closed
CBT
894
Central Bank & Trust
Kentucky
– -$673K -13,595 Closed
WAOI
895
Wealth Advisors of Iowa
Iowa
– -$576K -11,635 Closed
CI
896
CX Institutional
Indiana
– -$557K -11,263 Closed
VCM
897
Vivaldi Capital Management
Illinois
– -$563K -11,208 Closed
PGFC
898
Peapack-Gladstone Financial Corp
New Jersey
– -$524K -10,580 Closed
BWFA
899
Baltimore-Washington Financial Advisors
Maryland
– -$482K -9,736 Closed
MAP
900
Milestone Advisory Partners
North Carolina
– -$443K -8,957 Closed
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36
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