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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 %
EC
126
Estate Counselors
Wisconsin
$14.9M 296,515 +1,540 +0.5%
RGC
127
Roberts, Glore & Co
Illinois
$14.8M 295,003 -3,475 -1%
ETC
128
Exchange Traded Concepts
Oklahoma
$14.8M 294,546 +294,546 New
PWM
129
Perigon Wealth Management
California
$14.1M 281,375 -26,435 -9%
CPA
130
Cardiff Park Advisors
California
$13.4M 266,356 +27,577 +12%
PAG
131
Private Advisor Group
New Jersey
$13.2M 262,692 +12,620 +5%
AWS
132
Atria Wealth Solutions
New York
$12.8M 254,033 -40,385 -14%
FVWA
133
Foster Victor Wealth Advisors
South Carolina
$12.7M 253,621 -4,863 -2%
MWP
134
Moller Wealth Partners
$12.3M 245,864 -10,735 -4%
BCM
135
Brookstone Capital Management
Illinois
$12.2M 245,263 +19,953 +9%
MCWS
136
McKinley Carter Wealth Services
West Virginia
$12.2M 242,643 +31,344 +15%
FT
137
Fiduciary Trust
Massachusetts
$12.1M 241,699 +4,133 +2%
MLA
138
MB, Levis & Associates
Pennsylvania
$11.9M 236,995 +33,820 +17%
PPP
139
Private Portfolio Partners
New Jersey
$11.6M 231,672 -2,610 -1%
ERIM
140
Eagle Ridge Investment Management
Connecticut
$11.6M 231,197 +5,826 +3%
BF
141
Brooklyn FI
New York
$11.6M 230,112 -13,253 -5%
BPA
142
Beacon Pointe Advisors
California
$11.5M 228,155 +13,304 +6%
ACA
143
Ackerman Capital Advisors
Texas
$11.4M 227,360 +2,649 +1%
NOI
144
Newton One Investments
Delaware
$11.3M 225,877 +4,494 +2%
PIFP
145
Partners in Financial Planning
Virginia
$11.2M 223,876 +22,310 +11%
VFP
146
Verus Financial Partners
Virginia
$11.2M 222,626 +7,740 +4%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$11M 219,729 -22,719 -9%
SL
148
Salomon & Ludwin
Virginia
$10.8M 214,162 +210,162 +5,254%
SFA
149
Source Financial Advisors
New York
$10.6M 210,873 +5,781 +3%
RA
150
Riversedge Advisors
Delaware
$10.4M 207,335 +3,857 +2%
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6
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