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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 %
MWP
126
Moller Wealth Partners
$13M 256,599 -10,406 -4%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$12.8M 252,574 +76,842 +44%
PAG
128
Private Advisor Group
New Jersey
$12.7M 250,072 +27,377 +12%
Citigroup
129
Citigroup
New York
$12.4M 245,350 +205,450 +515%
FMWA
130
Forvis Mazars Wealth Advisors
Missouri
$12.3M 242,448 -27,212 -10%
CPA
131
Cardiff Park Advisors
California
$12.1M 238,779 -7,455 -3%
FT
132
Fiduciary Trust
Massachusetts
$12M 237,566 +18,149 +8%
PPP
133
Private Portfolio Partners
New Jersey
$11.9M 234,282 +16,465 +8%
BCM
134
Brookstone Capital Management
Illinois
$11.4M 225,310 +31,291 +16%
ERIM
135
Eagle Ridge Investment Management
Connecticut
$11.4M 225,371 +4,176 +2%
ACA
136
Ackerman Capital Advisors
Texas
$11.4M 224,711 +102,838 +84%
NOI
137
Newton One Investments
Delaware
$11.2M 221,383 +6,603 +3%
NA
138
NewEdge Advisors
Louisiana
$10.9M 215,843 +108,888 +102%
BPA
139
Beacon Pointe Advisors
California
$10.9M 214,851 +26,913 +14%
VFP
140
Verus Financial Partners
Virginia
$10.8M 214,886 +85,497 +66%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$10.7M 211,299 +35,160 +20%
SFA
142
Source Financial Advisors
New York
$10.4M 205,092 +66,103 +48%
FWM
143
FFT Wealth Management
Pennsylvania
$10.4M 204,495 +3,882 +2%
RA
144
Riversedge Advisors
Delaware
$10.3M 203,478 -7,021 -3%
MLA
145
MB, Levis & Associates
Pennsylvania
$10.3M 203,175 -959 -0.5%
PIFP
146
Partners in Financial Planning
Virginia
$10.2M 201,566 +10,601 +6%
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$10.1M 199,147 +199,147 New
OMC
148
Old Mission Capital
Illinois
$10.1M 199,086 +199,086 New
SOAG
149
Silver Oak Advisory Group
Oregon
$9.95M 196,380 -1,706 -0.9%
JFA
150
JNBA Financial Advisors
Minnesota
$9.92M 195,719 +1,092 +0.6%
4 5
6
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