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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$19.8M 395,127 -61,630 -13%
BOH
102
Bank of Hawaii
Hawaii
$19.8M 394,994 +42,924 +12%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$19.8M 394,852 +131,585 +50%
LRIA
104
Leonard Rickey Investment Advisors
Washington
$19.3M 384,534 -7,176 -2%
Renaissance Technologies
105
Renaissance Technologies
New York
$18.8M 373,900 -151,200 -29%
HCM
106
Hengehold Capital Management
Ohio
$18.7M 373,071 -1,819 -0.5%
TA
107
Trellis Advisors
Washington
$18.6M 369,813 +47,950 +15%
BSSFA
108
Baron Silver Stevens Financial Advisors
Florida
$18.3M 365,175 +17,518 +5%
FSC
109
Full Sail Capital
Oklahoma
$18.1M 360,952 -70,046 -16%
SP
110
Stairway Partners
Illinois
$18M 358,973 +1,790 +0.5%
RCA
111
Resonant Capital Advisors
Wisconsin
$17.4M 346,864 +47,199 +16%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$17.2M 342,829 +76,179 +29%
NA
113
NewEdge Advisors
Louisiana
$17M 338,716 +122,873 +57%
BCI
114
Brinker Capital Investments
Pennsylvania
$16.5M 328,115 +26,720 +9%
OPS
115
Orion Portfolio Solutions
Nebraska
$16.5M 328,115 +26,720 +9%
PO
116
Private Ocean
California
$16.4M 326,280 -127,145 -28%
AF
117
Allworth Financial
California
$16.3M 324,419 +134,925 +71%
UA
118
Unison Advisors
District of Columbia
$16.3M 324,142 +134 +0%
IWC
119
Integrated Wealth Concepts
Massachusetts
$16.1M 321,189 +25,081 +8%
HWA
120
Heartwood Wealth Advisors
Virginia
$15.9M 317,030 +16,739 +6%
AA
121
Atmos Advisory
Pennsylvania
$15.4M 306,257 +761 +0.2%
Empower Advisory Group
122
Empower Advisory Group
Colorado
$15.3M 304,262 +5,547 +2%
G
123
GenTrust
Florida
$15M 298,150 +149,689 +101%
UB
124
UMB Bank
Missouri
$14.9M 297,194 -70,641 -19%
FHA
125
First Horizon Advisors
Tennessee
$14.9M 296,981 +14,396 +5%
3 4
5
6 7