VTEB icon

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 %
Empower Advisory Group
126
Empower Advisory Group
Colorado
$14.7M 305,968 +1,706 +0.6%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$14.2M 295,818 -99,034 -25%
RGC
128
Roberts, Glore & Co
Illinois
$14.2M 294,288 -715 -0.2%
FHA
129
First Horizon Advisors
Tennessee
$14.1M 293,131 -3,850 -1%
EC
130
Estate Counselors
Wisconsin
$13.9M 289,625 -6,890 -2%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$13.5M 280,806 +38,163 +16%
PWM
132
Perigon Wealth Management
California
$13.5M 280,102 -1,273 -0.5%
TCB
133
Texas Capital Bancshares
Texas
$13.4M 278,005 +70,735 +34%
BF
134
Brooklyn FI
New York
$13.3M 276,305 +46,193 +20%
B
135
Bridgeworth
Alabama
$12.8M 266,199 +164,033 +161%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$12.3M 259,600 +5,979 +2%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$12.2M 253,716 +253,716 New
PO
138
Private Ocean
California
$12.1M 251,960 -74,320 -23%
BCM
139
Brookstone Capital Management
Illinois
$12M 253,346 +8,083 +3%
SFA
140
Source Financial Advisors
New York
$12M 248,792 +37,919 +18%
AWS
141
Atria Wealth Solutions
New York
$11.9M 247,832 -6,201 -2%
CPA
142
Cardiff Park Advisors
California
$11.9M 247,755 -18,601 -7%
VFP
143
Verus Financial Partners
Virginia
$11.8M 245,909 +23,283 +10%
MWP
144
Moller Wealth Partners
$11.8M 244,522 -1,342 -0.5%
PPP
145
Private Portfolio Partners
New Jersey
$11.8M 244,351 +12,679 +5%
ERIM
146
Eagle Ridge Investment Management
Connecticut
$11.7M 243,213 +12,016 +5%
PIFP
147
Partners in Financial Planning
Virginia
$11.5M 238,077 +14,201 +6%
MLA
148
MB, Levis & Associates
Pennsylvania
$11.1M 231,275 -5,720 -2%
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$11.1M 230,909 +11,180 +5%
SOAG
150
Silver Oak Advisory Group
Oregon
$10.9M 225,984 +26,560 +13%
4 5
6
7 8