VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
101
AllGen Financial Advisors
Florida
$5.92M 108,415 +4,847 +5%
PFM
102
Phillips Financial Management
Indiana
$5.89M 107,759 +1,896 +2%
SB
103
Sunflower Bank
Texas
$5.69M 104,094 -24,570 -19%
RWI
104
Red Wave Investments
Pennsylvania
$5.64M 103,263 +4,440 +4%
AF
105
Advisornet Financial
Minnesota
$5.64M 103,162 -14,250 -12%
CA
106
CGN Advisors
Kansas
$5.56M 101,697 +2,125 +2%
BWG
107
Beta Wealth Group
California
$5.48M 100,352 +7,297 +8%
FWM
108
ForthRight Wealth Management
Georgia
$5.45M 99,677 +5,827 +6%
VFA
109
Valeo Financial Advisors
Indiana
$5.4M 98,745 +19,200 +24%
APC
110
Aspire Private Capital
North Carolina
$5.35M 97,902 +5,973 +6%
CISOA
111
Capital Investment Services of America
Wisconsin
$5.31M 97,155 – –
CCM
112
Crabel Capital Management
California
$5.28M 96,598 +12,611 +15%
FA
113
FDx Advisors
Illinois
$5.15M 94,200 -4,326 -4%
CCG
114
Chatham Capital Group
Georgia
$5.08M 92,915 -7,000 -7%
BB
115
Busey Bank
Illinois
$5.05M 92,479 -1,199 -1%
PCIA
116
Prime Capital Investment Advisors
Kansas
$4.97M 90,939 +8,826 +11%
IWP
117
Insight Wealth Partners
Texas
$4.93M 90,270 -1,618 -2%
PG
118
Proffitt & Goodson
Tennessee
$4.92M 90,091 +36,386 +68%
RH
119
RFG Holdings
Texas
$4.67M 85,412 -161,694 -65%
AI
120
Atria Investments
North Carolina
$4.66M 85,255 +11,501 +16%
BSAM
121
Blue Square Asset Management
New York
$4.66M 85,214 +4,680 +6%
QCG
122
Quadrant Capital Group
Ohio
$4.64M 84,953 -698 -0.8%
FCM
123
Firestone Capital Management
Florida
$4.63M 84,644 +425 +0.5%
CAG
124
Compass Advisory Group
New York
$4.5M 82,340 +3,627 +5%
AWA
125
Arete Wealth Advisors
Illinois
$4.19M 76,599 +10,517 +16%
3 4
5
6 7