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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
14.65%
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 %
OPAM
926
Ocean Park Asset Management
California
– – -522,700 Closed
ETC
927
Exchange Traded Concepts
Oklahoma
– – -294,546 Closed
NWM
928
NEIRG Wealth Management
Massachusetts
– – -90,768 Closed
3IP
929
3Chopt Investment Partners
Virginia
– – -88,156 Closed
CCM
930
Crabel Capital Management
California
– – -59,181 Closed
BFA
931
Brown Financial Advisory
Alabama
– – -50,761 Closed
SWG
932
Summit Wealth Group
Vermont
– – -48,375 Closed
FCG
933
Financial Connections Group
California
– – -48,097 Closed
SOS
934
Silver Oak Securities
Tennessee
– – -29,125 Closed
CCA
935
Checchi Capital Advisers
California
– – -24,966 Closed
GWP
936
Gateway Wealth Partners
Wisconsin
– – -14,964 Closed
VCP
937
Vista Capital Partners
Oregon
– – -14,632 Closed
V
938
Veritable
Delaware
– – -13,898 Closed
CFP
939
Curran Financial Partners
South Carolina
– – -13,363 Closed
MPCL
940
My Personal CFO LLC
Washington
– – -12,000 Closed
AIM
941
Alhambra Investment Management
Florida
– – -9,006 Closed
SI
942
Saxon Interests
Texas
– – -8,973 Closed
CL
943
Cabana LLC
Arkansas
– – -8,694 Closed
FIA
944
Foundations Investment Advisors
Arizona
– – -8,115 Closed
FTUS
945
Flow Traders U.S.
New York
– – -7,978 Closed
TI
946
Tidal Investments
Wisconsin
– – -7,880 Closed
ST
947
Sabal Trust
Florida
– – -7,727 Closed
FPCG
948
Forum Private Client Group
Indiana
– – -7,425 Closed
FIBT
949
First International Bank & Trust
North Dakota
– – -7,212 Closed
GLLW
950
Graves Light Lenhart Wealth
Virginia
– – -7,184 Closed
36 37
38
39 40