VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
5
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
2
RWA Wealth Partners
Massachusetts
$156M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
4
Merriman Wealth Management
Washington
$41M
5
UBS Group
5
UBS Group
Switzerland
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
926
&Partners
Tennessee
$250K +$250K +4,912 New
KFGK
927
Keystone Financial Group (Kentucky)
Kentucky
$250K -$49.3K -966 -16%
CNC
928
Citizens & Northern Corp
Pennsylvania
$247K +$247K +4,831 New
FIA
929
Foundations Investment Advisors
Arizona
$244K +$244K +4,788 New
CW
930
Cooksen Wealth
Texas
$241K +$241K +4,725 New
WA
931
Wealthstream Advisors
New York
$241K +$241K +4,721 New
KCM
932
Kanawha Capital Management
Virginia
$240K -$10.6K -208 -4%
AA
933
Addison Advisors
Vermont
$240K -$101K -1,988 -30%
SPWG
934
Syntegra Private Wealth Group
Missouri
$239K – – –
WAM
935
Weatherly Asset Management
California
$237K -$184K -3,600 -44%
PWLP
936
Prio Wealth Limited Partnership
Massachusetts
$237K -$105K -2,058 -31%
MWM
937
Mission Wealth Management
California
$236K +$236K +4,625 New
LSA
938
Lansing Street Advisors
Pennsylvania
$236K +$236K +4,616 New
BWP
939
Baldwin Wealth Partners
Massachusetts
$234K – – –
GDP
940
Great Diamond Partners
Maine
$232K -$320K -6,275 -58%
ACG
941
Allen Capital Group
Nebraska
$231K -$1.54M -30,242 -87%
HIMC
942
Heritage Investors Management Corp
Maryland
$230K -$252K -4,940 -52%
AF
943
Apollon Financial
South Carolina
$230K +$230K +4,500 New
RCAG
944
Rehmann Capital Advisory Group
Michigan
$229K +$229K +4,491 New
MWM
945
Mattern Wealth Management
Kansas
$229K – – –
WWM
946
Wiser Wealth Management
Georgia
$229K +$1.83K +36 +0.8%
HS
947
Horan Securities
United States
$228K -$50.8K -995 -18%
AWA
948
Archvest Wealth Advisors
California
$227K – – –
FFM
949
Forum Financial Management
Illinois
$226K +$3.63K +71 +2%
WCFA
950
Walkner Condon Financial Advisors
Wisconsin
$226K +$226K +4,429 New
36 37
38
39 40