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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$26.8M 533,054 +48,950 +10%
OPAM
77
Ocean Park Asset Management
California
$26.2M 522,700 +522,700 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$26.2M 522,184 +423,951 +432%
M&T Bank
79
M&T Bank
New York
$26M 517,929 -51,709 -9%
TSW
80
Thompson Siegel & Walmsley
Virginia
$26M 517,105 -18,581 -3%
RWM
81
Rockwood Wealth Management
Pennsylvania
$25.9M 516,691 +73,605 +17%
PCM
82
Passive Capital Management
Maryland
$25.3M 504,476 +3,690 +0.7%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$23.8M 474,177 +24,685 +5%
OIA
84
OneDigital Investment Advisors
Kansas
$23.5M 467,237 +49,511 +12%
MA
85
Mosaic Advisors
Texas
$23.2M 461,827 -44,144 -9%
NAS
86
Nicolet Advisory Services
Wisconsin
$23M 460,282 +65,902 +17%
SWM
87
SigFig Wealth Management
California
$22.8M 454,463 +43,930 +11%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$22.6M 451,015 -75,185 -14%
EWA
89
EP Wealth Advisors
California
$22.5M 22,542 +13,215 +142%
MG
90
Mather Group
Illinois
$22.3M 444,721 -15,051 -3%
QWM
91
Quaker Wealth Management
New Jersey
$22.2M 441,721 -642 -0.1%
HCC
92
Hirtle Callaghan & Co
Pennsylvania
$21.8M 435,057 +1,003 +0.2%
RFA
93
RTD Financial Advisors
Pennsylvania
$21.4M 426,971 -788 -0.2%
WPC
94
Wedmont Private Capital
Pennsylvania
$21.4M 426,601 +139,288 +48%
MMA
95
Miracle Mile Advisors
California
$21.4M 425,396 +324,650 +322%
WWM
96
Windsor Wealth Management
Indiana
$21M 419,108 +12,752 +3%
CAN
97
Cetera Advisor Networks
California
$20.8M 414,544 -14,809 -3%
HSA
98
HBK Sorce Advisory
Pennsylvania
$20.5M 409,151 +10,836 +3%
BFA
99
Bragg Financial Advisors
North Carolina
$20.5M 408,737 +30,729 +8%
HIG
100
Heritage Investment Group
Florida
$20.2M 401,467 -5,324 -1%
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4
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