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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 %
CCG
126
Chatham Capital Group
Georgia
$4.86M 87,915 -5,000 -5%
VFA
127
Valeo Financial Advisors
Indiana
$4.82M 87,233 -11,512 -12%
RH
128
RFG Holdings
Texas
$4.82M 87,212 +1,800 +2%
AWM
129
AE Wealth Management
Kansas
$4.75M 85,976 +13,470 +19%
AWA
130
Arete Wealth Advisors
Illinois
$4.74M 86,075 +9,476 +12%
FCM
131
Firestone Capital Management
Florida
$4.65M 84,021 -623 -0.7%
RJT
132
Raymond James Trust
Florida
$4.64M 83,814 +10,770 +15%
AI
133
Atria Investments
North Carolina
$4.61M 83,403 -1,852 -2%
AL
134
Aspiriant LLC
California
$4.58M 82,870 +58,618 +242%
BSAM
135
Blue Square Asset Management
New York
$4.47M 80,874 -4,340 -5%
LCM
136
Liberty Capital Management
Michigan
$4.45M 80,449 +22,321 +38%
GGS
137
Galvin Gaustad & Stein
Arizona
$4.38M 79,252 +3,008 +4%
AFS
138
Annapolis Financial Services
Maryland
$4.37M 79,083 +2,706 +4%
KIM
139
Karpus Investment Management
New York
$4.36M 78,800 +78,800 New
MWM
140
Mattern Wealth Management
Kansas
$4.35M 78,314 -41,618 -35%
SI
141
Stephens Inc
Arkansas
$4.34M 78,411 +14,750 +23%
CPA
142
Clear Perspective Advisors
Illinois
$4.12M 74,478 +54,235 +268%
MWM
143
McNaughton Wealth Management
California
$4.11M 74,249 +6,168 +9%
CA
144
Cetera Advisors
Colorado
$4.04M 73,069 +3,243 +5%
HPWM
145
High Pines Wealth Management
Massachusetts
$4.04M 73,016 +2,141 +3%
BSSFA
146
Baron Silver Stevens Financial Advisors
Florida
$4M 72,406 +72,406 New
Barclays
147
Barclays
United Kingdom
$3.96M 71,619 +71,619 New
LA
148
LVW Advisors
New York
$3.95M 71,356 +5,018 +8%
EGA
149
Eagle Global Advisors
Texas
$3.92M 70,850 +13,009 +22%
I
150
INVST
Indiana
$3.91M 70,323 +4,240 +6%
4 5
6
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