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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
76
JFS Wealth Advisors
Pennsylvania
$25.2M 496,769 +13,120 +3%
Truist Financial
77
Truist Financial
North Carolina
$24.5M 484,104 +10,610 +2%
MG
78
Mather Group
Illinois
$23.3M 459,772 +37,024 +9%
Goldman Sachs
79
Goldman Sachs
New York
$23.1M 456,757 -7,549 -2%
PO
80
Private Ocean
California
$23M 453,425 -23,695 -5%
MNG
81
Manning & Napier Group
New York
– – – –
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$22.8M 449,492 +17,269 +4%
RWM
83
Rockwood Wealth Management
Pennsylvania
$22.4M 443,086 +84,164 +23%
QWM
84
Quaker Wealth Management
New Jersey
$22.4M 442,363 +154,754 +54%
HCC
85
Hirtle Callaghan & Co
Pennsylvania
$22M 434,054 -1,566,033 -78%
FPCP
86
Fort Point Capital Partners
California
$21.9M 431,710 +80,471 +23%
FSC
87
Full Sail Capital
Oklahoma
$21.8M 430,998 -19,313 -4%
CAN
88
Cetera Advisor Networks
California
$21.8M 429,353 +81,706 +24%
RFA
89
RTD Financial Advisors
Pennsylvania
$21.7M 427,759 -4,924 -1%
MML Investors Services
90
MML Investors Services
Massachusetts
$21.5M 423,852 -266,253 -39%
OIA
91
OneDigital Investment Advisors
Kansas
$21.2M 417,726 +383 +0.1%
SWM
92
SigFig Wealth Management
California
$20.8M 410,533 +294,060 +252%
WWM
93
Windsor Wealth Management
Indiana
$20.7M 406,356 +252 +0.1%
HIG
94
Heritage Investment Group
Florida
$20.6M 406,791 -3,549 -0.9%
HSA
95
HBK Sorce Advisory
Pennsylvania
$20.2M 398,315 -441,737 -53%
NAS
96
Nicolet Advisory Services
Wisconsin
$20.1M 394,380 +80,129 +25%
LRIA
97
Leonard Rickey Investment Advisors
Washington
$19.8M 391,710 -20,508 -5%
Jane Street
98
Jane Street
New York
$19.7M 388,074 +388,074 New
BFA
99
Bragg Financial Advisors
North Carolina
$19.1M 378,008 +11,400 +3%
HCM
100
Hengehold Capital Management
Ohio
$19M 374,890 -3,550 -0.9%
2 3
4
5 6