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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.62%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
5
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
2
RWA Wealth Partners
Massachusetts
$156M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
4
Merriman Wealth Management
Washington
$41M
5
UBS Group
5
UBS Group
Switzerland
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1076
Robinson Capital Management
Michigan
– -$8.25M -173,000 Closed
RMC
1077
Regis Management Company
California
– -$7.19M -149,543 Closed
FCC
1078
Flower City Capital
New York
– -$5.45M -113,384 Closed
SWRP
1079
Summit Wealth & Retirement Planning
California
– -$4.96M -103,017 Closed
AFP
1080
Alpha Financial Partners
Kentucky
– -$2.83M -58,810 Closed
WJA
1081
Willis Johnson & Associates
Texas
– -$1.65M -34,358 Closed
Millennium Management
1082
Millennium Management
New York
– -$1.56M -32,389 Closed
UW
1083
Unique Wealth
Florida
– -$1.5M -31,180 Closed
LAS
1084
Lloyd Advisory Services
Georgia
– -$1.44M -29,887 Closed
TGAM
1085
TBH Global Asset Management
Tennessee
– -$1.09M -22,741 Closed
HF
1086
HRT Financial
New York
– -$1.04M -21,603 Closed
IAG
1087
Investment Advisory Group
Massachusetts
– -$933K -19,388 Closed
MCA
1088
MSH Capital Advisors
Arizona
– -$835K -17,367 Closed
RTC
1089
Riverview Trust Company
Washington
– -$747K -15,525 Closed
PCS
1090
Personal CFO Solutions
New Jersey
– -$658K -13,689 Closed
HIF
1091
Hill Island Financial
Michigan
– -$641K -13,332 Closed
FAM
1092
Family Asset Management
South Carolina
– -$615K -12,785 Closed
FWP
1093
Falcon Wealth Planning
California
– -$602K -12,514 Closed
PC
1094
Prairiewood Capital
North Dakota
– -$514K -10,690 Closed
SPC
1095
Sigma Planning Corp
Michigan
– -$478K -9,944 Closed
TSS
1096
Two Sigma Securities
New York
– -$472K -9,805 Closed
KIC
1097
Kensington Investment Counsel
California
– -$462K -9,600 Closed
BBW
1098
Blue Barn Wealth
Utah
– -$451K -9,369 Closed
AWM
1099
Aspire Wealth Management
Massachusetts
– -$411K -8,551 Closed
SHWM
1100
Smith & Howard Wealth Management
Georgia
– -$373K -7,750 Closed
42 43
44
45 46