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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$9.16M 165,703 +144,321 +675%
JIP
77
JBJ Investment Partners
South Carolina
$9.05M 163,696 +38,764 +31%
WANY
78
Wealthspire Advisors (New York)
New York
$8.97M 162,240 +568 +0.4%
JWM
79
Janiczek Wealth Management
Colorado
$8.78M 158,718 +14,641 +10%
HWAM
80
Hennion & Walsh Asset Management
New Jersey
$8.59M 155,281 +4,158 +3%
FTUS
81
Flow Traders U.S.
New York
$8.19M 148,080 +148,080 New
MML Investors Services
82
MML Investors Services
Massachusetts
$8.06M 145,723 +37,260 +34%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$7.77M 140,520 +9,816 +8%
PMAS
84
PNC Managed Account Solutions
Texas
$7.76M 140,325 +140,325 New
SS
85
Simplicity Solutions
Minnesota
$7.62M 137,782 +13,824 +11%
MWM
86
Modera Wealth Management
New Jersey
$7.58M 137,131 +6,067 +5%
SC
87
Steph & Co
Wisconsin
$7.27M 131,416 +4,012 +3%
AFA
88
AllGen Financial Advisors
Florida
$7.19M 130,075 +21,660 +20%
RCA
89
Resonant Capital Advisors
Wisconsin
$7.14M 129,135 +50,533 +64%
CAN
90
Cetera Advisor Networks
California
$7.14M 129,072 +16,008 +14%
PCMC
91
Paragon Capital Management (Colorado)
Colorado
$7.03M 127,051 +581 +0.5%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$6.68M 120,729 -9,189 -7%
QCG
93
Quadrant Capital Group
Ohio
$6.54M 118,259 +33,306 +39%
PFM
94
Phillips Financial Management
Indiana
$6.5M 117,593 +9,834 +9%
Renaissance Technologies
95
Renaissance Technologies
New York
$6.45M 116,617 +116,617 New
BBNB
96
Baker Boyer National Bank
Washington
$6.42M 128,664 +128,664 New
WFA
97
Websterrogers Financial Advisors
South Carolina
$6.37M 114,602 -1,420 -1%
PWM
98
PBMares Wealth Management
Virginia
$6.33M 114,418 +5,052 +5%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$6.3M 113,878 +113,878 New
SWM
100
Spire Wealth Management
Virginia
$6.3M 113,830 -11,165 -9%
2 3
4
5 6