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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 %
Verition Fund Management
901
Verition Fund Management
Connecticut
– – -33,403 Closed
SSA
902
Schonfeld Strategic Advisors
New York
– – -31,329 Closed
LCWP
903
Legacy Capital Wealth Partners
Arkansas
– – -30,676 Closed
WFM
904
Wolff Financial Management
Michigan
– – -21,560 Closed
RWA
905
Redhawk Wealth Advisors
Minnesota
– – -20,736 Closed
BWM
906
BCS Wealth Management
Tennessee
– – -19,713 Closed
Qube Research & Technologies (QRT)
907
Qube Research & Technologies (QRT)
United Kingdom
– – -19,682 Closed
RWA
908
Ropes Wealth Advisors
Massachusetts
– – -19,305 Closed
SFG
909
Sterling Financial Group
California
– – -18,200 Closed
OA
910
Oxbow Advisors
Texas
– – -17,647 Closed
SCA
911
Sandy Cove Advisors
Massachusetts
– – -14,800 Closed
BF
912
BOK Financial
Oklahoma
– – -11,833 Closed
FA
913
Financial Alternatives
California
– – -10,527 Closed
WA
914
Wambolt & Associates
Colorado
– – -9,980 Closed
RSWM
915
Robertson Stephens Wealth Management
California
– – -8,051 Closed
TWM
916
Thrive Wealth Management
Pennsylvania
– – -7,949 Closed
HCM
917
Howard Capital Management
Georgia
– – -7,679 Closed
TSS
918
Two Sigma Securities
New York
– – -7,553 Closed
FMP
919
Financial Management Professionals
Texas
– – -7,086 Closed
IPW
920
Intergy Private Wealth
Colorado
– – -6,693 Closed
AC
921
Avestar Capital
New York
– – -6,550 Closed
WW
922
Westshore Wealth
California
– – -5,359 Closed
ASFA
923
All Season Financial Advisors
Colorado
– – -5,166 Closed
CWP
924
Cyndeo Wealth Partners
Florida
– – -5,156 Closed
WCP
925
Wick Capital Partners
Pennsylvania
– – -5,100 Closed
35 36
37
38 39