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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 %
TAM
901
Tocqueville Asset Management
New York
– -$443K -8,950 Closed
HFS
902
Howard Financial Services
Texas
– -$437K -8,821 Closed
GT
903
Glenview Trust
Kentucky
– -$421K -8,509 Closed
MWM
904
Maltin Wealth Management
New Jersey
– -$411K -8,302 Closed
TC
905
TownSquare Capital
Utah
– -$382K -7,718 Closed
SFG
906
Synergy Financial Group
California
– -$353K -7,141 Closed
CA
907
Calton & Associates
Florida
– -$315K -6,362 Closed
YIA
908
YHB Investment Advisors
Connecticut
– -$312K -6,310 Closed
CFO
909
Collective Family Office
Pennsylvania
– -$309K -6,250 Closed
SB
910
Simmons Bank
Arkansas
– -$296K -5,990 Closed
ZF
911
Zhang Financial
Michigan
– -$277K -5,599 Closed
HKIM
912
Hayek Kallen Investment Management
Alabama
– -$262K -5,300 Closed
OBWG
913
Onyx Bridge Wealth Group
New York
– -$251K -5,020 Closed
BCM
914
Brasada Capital Management
Texas
– -$239K -4,829 Closed
WG
915
Welch Group
Alabama
– -$238K -4,813 Closed
CAS
916
Coppell Advisory Solutions
Texas
– -$232K -4,692 Closed
CASC
917
Coppell Advisory Solutions Corp
Texas
– -$232K -4,692 Closed
GAM
918
Gould Asset Management
California
– -$208K -4,200 Closed
RBC
919
Romano Brothers & Co
Illinois
– -$191K -3,850 Closed
MCC
920
Money Concepts Capital
Florida
– -$139K -2,806 Closed
LSA
921
Lansing Street Advisors
Pennsylvania
– -$59.5K -1,203 Closed
CPFP
922
Clear Perspectives Financial Planning
Ohio
– -$51.2K -1,035 Closed
DIP
923
DT Investment Partners
Pennsylvania
– -$44.5K -900 Closed
LWP
924
Laurel Wealth Planning
Minnesota
– -$28.8K -581 Closed
MIM
925
MTM Investment Management
South Carolina
– -$18.5K -373 Closed
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