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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.66%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
101
Mosaic Advisors
Texas
$19.8M 412,667 -49,160 -11%
WWM
102
Windsor Wealth Management
Indiana
$19.8M 411,599 -7,509 -2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$19.8M 411,117 +68,288 +20%
IWC
104
Integrated Wealth Concepts
Massachusetts
$19.6M 407,775 +86,586 +27%
HIG
105
Heritage Investment Group
Florida
$19.6M 406,946 +5,479 +1%
BOH
106
Bank of Hawaii
Hawaii
$19.6M 406,835 +11,841 +3%
SWM
107
SigFig Wealth Management
California
$19.5M 404,906 -49,557 -11%
SIS
108
Strategic Investment Solutions
Illinois
$18.8M 378,823 +371,758 +5,262%
TA
109
Trellis Advisors
Washington
$18.5M 384,488 +14,675 +4%
FSC
110
Full Sail Capital
Oklahoma
$18.4M 382,164 +21,212 +6%
G
111
GenTrust
Florida
$18M 375,061 +76,911 +26%
AF
112
Allworth Financial
California
$18M 374,061 +49,642 +15%
FWI
113
Facet Wealth Inc
Maryland
$17.9M 377,353 +366,509 +3,380%
HCM
114
Hengehold Capital Management
Ohio
$17.7M 367,389 -5,682 -2%
SP
115
Stairway Partners
Illinois
$17.3M 360,263 +1,290 +0.4%
SL
116
Salomon & Ludwin
Virginia
$17.1M 356,489 +142,327 +66%
NA
117
NewEdge Advisors
Louisiana
$17M 354,212 +15,496 +5%
LRIA
118
Leonard Rickey Investment Advisors
Washington
$16.8M 349,504 -35,030 -9%
RCA
119
Resonant Capital Advisors
Wisconsin
$16.7M 348,199 +1,335 +0.4%
OPS
120
Orion Portfolio Solutions
Nebraska
$16.1M 334,936 +6,821 +2%
BCI
121
Brinker Capital Investments
Pennsylvania
$16.1M 334,936 +6,821 +2%
HWA
122
Heartwood Wealth Advisors
Virginia
$15.7M 325,400 +8,370 +3%
UA
123
Unison Advisors
District of Columbia
$15.6M 324,285 +143 +0%
BSSFA
124
Baron Silver Stevens Financial Advisors
Florida
$15.2M 316,643 -48,532 -13%
AA
125
Atmos Advisory
Pennsylvania
$14.9M 310,436 +4,179 +1%
3 4
5
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