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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 %
MFP
951
Meridian Financial Partners
Virginia
– – -7,145 Closed
CHA
952
Cooper/Haims Advisors
New York
– – -7,062 Closed
GS
953
GTS Securities
New York
– – -6,098 Closed
ECM
954
Evergreen Capital Management
Washington
– – -5,869 Closed
SSWM
955
Smith Salley Wealth Management
North Carolina
– – -5,701 Closed
KA
956
Kooman & Associates
Pennsylvania
– – -5,669 Closed
BBNA
957
Bremer Bank National Association
Minnesota
– – -5,408 Closed
IWP
958
IAG Wealth Partners
Wisconsin
– – -5,333 Closed
MWM
959
Mission Wealth Management
California
– – -5,100 Closed
FLPIM
960
F.L. Putnam Investment Management
Massachusetts
– – -4,912 Closed
CAI
961
Capital Advisors Inc
Oklahoma
– – -4,755 Closed
HAS
962
HBW Advisory Services
California
– – -4,695 Closed
SWA
963
Strategies Wealth Advisors
Michigan
– – -4,563 Closed
SLA
964
Silver Lake Advisory
Utah
– – -4,504 Closed
AWM
965
Act Wealth Management
Texas
– – -4,400 Closed
IAIM
966
International Assets Investment Management
Florida
– – -4,120 Closed
WA
967
Waverly Advisors
Alabama
– – -4,080 Closed
AF
968
Affiance Financial
Minnesota
– – -4,055 Closed
WAM
969
Walker Asset Management
Missouri
– – -4,000 Closed
SPFA
970
Summit Place Financial Advisors
New Jersey
– – -4,000 Closed
AP
971
Arlington Partners
Alabama
– – -3,810 Closed
NL
972
NEPC LLC
Massachusetts
– – -3,763 Closed
CFO
973
CVA Family Office
Colorado
– – -2,755 Closed
IGWM
974
ICA Group Wealth Management
Colorado
– – -2,333 Closed
PPC
975
Park Place Capital
Alabama
– – -1,933 Closed
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