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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.66%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
901
GHP Investment Advisors
Colorado
$11.1K 231 +231 New
QC
902
Quent Capital
New York
$9.04K 188 +188 New
SS
903
Sunbelt Securities
Texas
$7.79K 162 -1,853 -92%
WPWM
904
Western Pacific Wealth Management
Illinois
$7.17K 149 – –
PGAM
905
Princeton Global Asset Management
New Jersey
$5.39K 112 +1 +0.9%
AA
906
AlphaMark Advisors
Kentucky
$5K 100 – –
Qube Research & Technologies (QRT)
907
Qube Research & Technologies (QRT)
United Kingdom
$4.95K 103 +103 New
First Manhattan
908
First Manhattan
New York
$4.28K 89 +89 New
NS
909
NBC Securities
Alabama
$3K 69 +69 New
FSWA
910
Financial Synergies Wealth Advisors
Texas
$2.28K 47 – –
C
911
Covestor
United Kingdom
$2K 35 +1 +3%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$1.64K 34 – –
OLVIG
913
Oliver Lagore Vanvalin Investment Group
Michigan
$1.64K 34 +34 New
YAL
914
Your Advocates Ltd
Texas
$1.64K 34 +34 New
BBPWM
915
Blue Bell Private Wealth Management
Pennsylvania
$1.06K 22 – –
HFS
916
HBC Financial Services
Washington
$1K 32 – –
RCM
917
Rain Capital Management
Oregon
$944 20 +1 +5%
TRCT
918
Tower Research Capital (TRC)
New York
$722 15 -57 -79%
GWSA
919
Global Wealth Strategies & Associates
Colorado
$577 12 – –
AIC
920
Archer Investment Corporation
Indiana
$497 10 – –
DFA
921
DHJJ Financial Advisors
Illinois
$481 10 +10 New
RCM
922
Raleigh Capital Management
North Carolina
$102 2 – –
FRA
923
Front Row Advisors
California
$96 2 – –
Barclays
924
Barclays
United Kingdom
– – -993,641 Closed
OMC
925
Old Mission Capital
Illinois
– – -713,230 Closed
35 36
37
38 39