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 %
BBHC
876
Brown Brothers Harriman & Co
New York
$7.53K 150 +150 New
WPWM
877
Western Pacific Wealth Management
Illinois
$7.48K 149 – –
PGAM
878
Princeton Global Asset Management
New Jersey
$5.58K 111 +1 +0.9%
AA
879
AlphaMark Advisors
Kentucky
$5K 100 – –
GM
880
GeoWealth Management
Illinois
$4K 77 +77 New
TRCT
881
Tower Research Capital (TRC)
New York
$3.62K 72 +66 +1,100%
Fifth Third Bancorp
882
Fifth Third Bancorp
Ohio
$2.81K 56 -1,444 -96%
FSWA
883
Financial Synergies Wealth Advisors
Texas
$2.36K 47 – –
C
884
Covestor
United Kingdom
$2K 34 -54 -61%
MPWT
885
MassMutual Private Wealth & Trust
Connecticut
$1.71K 34 -4,711 -99%
BBPWM
886
Blue Bell Private Wealth Management
Pennsylvania
$1.11K 22 – –
HFS
887
HBC Financial Services
Washington
$1K 32 +32 New
RCM
888
Rain Capital Management
Oregon
$979 19 – –
GWSA
889
Global Wealth Strategies & Associates
Colorado
$603 12 – –
AIC
890
Archer Investment Corporation
Indiana
$516 10 – –
RCM
891
Raleigh Capital Management
North Carolina
$106 2 -946 -100%
BCM
892
BlueCrest Capital Management
Jersey
– – -573,244 Closed
American Century Companies
893
American Century Companies
Missouri
– – -551,600 Closed
Jane Street
894
Jane Street
New York
– – -388,074 Closed
State of Wisconsin Investment Board
895
State of Wisconsin Investment Board
Wisconsin
– – -345,700 Closed
SPP
896
Single Point Partners
Massachusetts
– – -181,142 Closed
WC
897
Wealth CMT
New Jersey
– – -94,699 Closed
TFG
898
Tilson Financial Group
New Jersey
– – -67,140 Closed
CIA
899
Caerus Investment Advisors
Texas
– – -61,000 Closed
QAM
900
Q3 Asset Management
Michigan
– – -34,388 Closed
34 35
36
37 38