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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 %
AWM
926
Aries Wealth Management
Maine
– – -4,298 Closed
RCG
927
Regatta Capital Group
California
– – -4,219 Closed
HTC
928
Haverford Trust Company
Pennsylvania
– – -4,190 Closed
BSB
929
Bangor Savings Bank
Maine
– – -4,000 Closed
PIM
930
Progressive Investment Management
Oregon
– – -3,987 Closed
TCA
931
Transcend Capital Advisors
New Jersey
– – -3,955 Closed
WP
932
WealthPLAN Partners
Nebraska
– – -2,033 Closed
SWM
933
Sugarloaf Wealth Management
Georgia
– – -1,923 Closed
Citadel Advisors
934
Citadel Advisors
Florida
– – -1,765 Closed
SIS
935
Sound Income Strategies
Florida
– – -768 Closed
IA
936
IFS Advisors
Kansas
– – -641 Closed
Belvedere Trading
937
Belvedere Trading
Illinois
– – -400 Closed
NHT
938
New Hampshire Trust
New Hampshire
– – -390 Closed
Simplex Trading
939
Simplex Trading
Illinois
– – -275 Closed
BCMLT
940
Beacon Capital Management LLC (Tennessee)
Tennessee
– – -261 Closed
GA
941
GoalVest Advisory
New York
– – -211 Closed
AWM
942
Avior Wealth Management
Nebraska
– – -190 Closed
TWA
943
TCI Wealth Advisors
Arizona
– – -179 Closed
AWM
944
AllSquare Wealth Management
New York
– – -104 Closed
NFSG
945
Newbridge Financial Services Group
Florida
– – -56 Closed
CIA
946
Cascade Investment Advisors
Oregon
– – -28 Closed
EI
947
Ellevest Inc
New York
– – -7 Closed
FRA
948
Front Row Advisors
California
$0 2 – –
MHS
949
M Holdings Securities
Oregon
– – – –
AW
950
Avion Wealth
Texas
$0 11 – –
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