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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$8.01M 146,524 +12,526 +9%
JWM
77
Janiczek Wealth Management
Colorado
$7.87M 144,077 +1,042 +0.7%
SQA
78
Simon Quick Advisors
New Jersey
$7.68M 140,644 -30,763 -18%
MWM
79
Modera Wealth Management
New Jersey
$7.16M 131,064 -277 -0.2%
LNC
80
Lincoln National Corp
Pennsylvania
$7.15M 130,900 +9,595 +8%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$7.14M 130,704 +400 +0.3%
LIA
82
LBMC Investment Advisors
Tennessee
$7.11M 130,180 -50 -0%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$7.1M 129,918 +27,550 +27%
EWM
84
Executive Wealth Management
Michigan
$7.02M 128,518 +982 +0.8%
SC
85
Steph & Co
Wisconsin
$6.96M 127,404 +3,366 +3%
PCMC
86
Paragon Capital Management (Colorado)
Colorado
$6.91M 126,470 +13,767 +12%
SWM
87
Spire Wealth Management
Virginia
$6.83M 124,995 +124,995 New
JIP
88
JBJ Investment Partners
South Carolina
$6.83M 124,932 +7,547 +6%
BDF
89
Balasa Dinverno & Foltz
$6.81M 124,678 -102,920 -45%
SS
90
Simplicity Solutions
Minnesota
$6.77M 123,958 +110,706 +835%
APA
91
Allegiant Private Advisors
Florida
$6.76M 123,795 +47,390 +62%
MWM
92
Mattern Wealth Management
Kansas
$6.55M 119,932 -177 -0.1%
RCA
93
Resonant Capital Advisors
Wisconsin
$6.48M 78,602 +25,282 +47%
WFA
94
Websterrogers Financial Advisors
South Carolina
$6.34M 116,022 +1,536 +1%
CT
95
Coastline Trust
Rhode Island
$6.21M 113,611 -20,660 -15%
CAN
96
Cetera Advisor Networks
California
$6.18M 113,064 +34,072 +43%
EPM
97
Elm Partners Management
Pennsylvania
$6.02M 110,197 -115,503 -51%
PWM
98
PBMares Wealth Management
Virginia
$5.98M 109,366 +109,366 New
BFG
99
Bouchey Financial Group
New York
$5.95M 108,816 +3,411 +3%
MML Investors Services
100
MML Investors Services
Massachusetts
$5.93M 108,463 +3,066 +3%
2 3
4
5 6