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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
PFG Advisors
Arizona
$6.28M 113,516 +52,767 +87%
CA
102
CGN Advisors
Kansas
$6.27M 113,340 +11,643 +11%
EWM
103
Executive Wealth Management
Michigan
$6.17M 111,538 -16,980 -13%
BFG
104
Bouchey Financial Group
New York
$6.13M 110,927 +2,111 +2%
CT
105
Coastline Trust
Rhode Island
$5.96M 107,850 -5,761 -5%
Bank of New York Mellon
106
Bank of New York Mellon
New York
$5.94M 107,327 -147,987 -58%
AF
107
Advisornet Financial
Minnesota
$5.9M 106,673 +3,511 +3%
RWI
108
Red Wave Investments
Pennsylvania
$5.86M 105,900 +2,637 +3%
MF
109
Manchester Financial
California
$5.83M 105,400 +105,400 New
BWG
110
Beta Wealth Group
California
$5.82M 105,250 +4,898 +5%
CISOA
111
Capital Investment Services of America
Wisconsin
$5.82M 105,155 +8,000 +8%
LNC
112
Lincoln National Corp
Pennsylvania
$5.8M 104,839 -26,061 -20%
TC
113
Tenret Company
Florida
$5.79M 104,728 +104,728 New
SB
114
Sunflower Bank
Texas
$5.75M 104,012 -82 -0.1%
FWM
115
ForthRight Wealth Management
Georgia
$5.7M 103,018 +3,341 +3%
APC
116
Aspire Private Capital
North Carolina
$5.67M 102,485 +4,583 +5%
BCA
117
Bray Capital Advisors
Florida
$5.54M 100,205 +34,685 +53%
BU
118
BBVA USA
Alabama
$5.32M 96,256 +96,256 New
PCIA
119
Prime Capital Investment Advisors
Kansas
$5.23M 94,494 +3,555 +4%
CAG
120
Compass Advisory Group
New York
$5.14M 92,965 +10,625 +13%
PG
121
Proffitt & Goodson
Tennessee
$5.03M 90,910 +819 +0.9%
VC
122
Vicus Capital
Pennsylvania
$5.01M 90,516 +17,971 +25%
FA
123
FDx Advisors
Illinois
$5M 90,345 -3,855 -4%
IWP
124
Insight Wealth Partners
Texas
$4.99M 90,176 -94 -0.1%
BB
125
Busey Bank
Illinois
$4.89M 88,501 -3,978 -4%
3 4
5
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