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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
UB
101
UMB Bank
Missouri
$18.6M 367,835 -254,119 -41%
SP
102
Stairway Partners
Illinois
$18.1M 357,183 +357,183 New
BOH
103
Bank of Hawaii
Hawaii
$17.8M 352,070 -2,703 -0.8%
BSSFA
104
Baron Silver Stevens Financial Advisors
Florida
$17.6M 347,657 -15,917 -4%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$17.5M 345,700 +345,700 New
HighTower Advisors
106
HighTower Advisors
Illinois
$17.5M 344,676 +40,454 +13%
UA
107
Unison Advisors
District of Columbia
$16.4M 324,008 +92 +0%
TA
108
Trellis Advisors
Washington
$16.3M 321,863 +8,085 +3%
PWM
109
Perigon Wealth Management
California
$15.6M 307,810 +73,944 +32%
AA
110
Atmos Advisory
Pennsylvania
$15.5M 305,496 +252,524 +477%
OPS
111
Orion Portfolio Solutions
Nebraska
$15.3M 301,395 +5,804 +2%
BCI
112
Brinker Capital Investments
Pennsylvania
$15.3M 301,395 +301,395 New
HWA
113
Heartwood Wealth Advisors
Virginia
$15.2M 300,291 +22,982 +8%
RCA
114
Resonant Capital Advisors
Wisconsin
$15.2M 299,665 +26,680 +10%
RGC
115
Roberts, Glore & Co
Illinois
$15.1M 298,478 -10,235 -3%
Empower Advisory Group
116
Empower Advisory Group
Colorado
$15.1M 298,715 +298,715 New
IWC
117
Integrated Wealth Concepts
Massachusetts
$15M 296,108 +215,854 +269%
EC
118
Estate Counselors
Wisconsin
$14.9M 294,975 +270,140 +1,088%
AWS
119
Atria Wealth Solutions
New York
$14.9M 294,418 +62,198 +27%
WPC
120
Wedmont Private Capital
Pennsylvania
$14.6M 287,313 +13,856 +5%
FHA
121
First Horizon Advisors
Tennessee
$14.3M 282,585 +1,592 +0.6%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$13.5M 266,650 +5,875 +2%
BF
123
Brooklyn FI
New York
$13.4M 243,365 +210,609 +643%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$13.3M 263,267 -27,068 -9%
FVWA
125
Foster Victor Wealth Advisors
South Carolina
$13.1M 258,484 -4,850 -2%
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5
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