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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 %
Lazard Asset Management
76
Lazard Asset Management
New York
– – – –
BPA
77
Beacon Pointe Advisors
California
$27.3M 567,706 +339,551 +149%
RWM
78
Rockwood Wealth Management
Pennsylvania
$27.3M 566,958 +50,267 +10%
JWA
79
JFS Wealth Advisors
Pennsylvania
$26.8M 556,414 +15,906 +3%
WANY
80
Wealthspire Advisors (New York)
New York
$26.5M 550,660 +9,969 +2%
MNG
81
Manning & Napier Group
New York
– – – –
M&T Bank
82
M&T Bank
New York
$25.8M 535,454 +17,525 +3%
Truist Financial
83
Truist Financial
North Carolina
$25.1M 521,447 -11,607 -2%
MG
84
Mather Group
Illinois
$24.3M 505,279 +60,558 +14%
WPC
85
Wedmont Private Capital
Pennsylvania
$24.2M 506,927 +80,326 +19%
PCM
86
Passive Capital Management
Maryland
$24.2M 502,764 -1,712 -0.3%
EWA
87
EP Wealth Advisors
California
$23.7M 492,552 +470,010 +2,085%
NAS
88
Nicolet Advisory Services
Wisconsin
$23.6M 493,548 +33,266 +7%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$23.3M 485,351 +389,407 +406%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$23.2M 482,497 +8,320 +2%
Goldman Sachs
91
Goldman Sachs
New York
$23.1M 480,070 +84,943 +21%
FPCP
92
Fort Point Capital Partners
California
$22.3M 464,164 -76,642 -14%
Citigroup
93
Citigroup
New York
$21.5M 447,257 +400,408 +855%
BFA
94
Bragg Financial Advisors
North Carolina
$20.9M 435,416 +26,679 +7%
RFA
95
RTD Financial Advisors
Pennsylvania
$20.8M 431,674 +4,703 +1%
CAN
96
Cetera Advisor Networks
California
$20.4M 424,475 +9,931 +2%
HSA
97
HBK Sorce Advisory
Pennsylvania
$20.4M 424,300 +15,149 +4%
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$20.4M 423,325 -11,732 -3%
QWM
99
Quaker Wealth Management
New Jersey
$20.2M 420,375 -21,346 -5%
GSIS
100
Global Strategic Investment Solutions
Arizona
$20M 415,136 +415,136 New
2 3
4
5 6