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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
RWA Wealth Partners
Massachusetts
$156M
3
WAG
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
Merriman Wealth Management
Washington
$41M
5
UBS Group
UBS Group
Switzerland
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
Empower Advisory Group
126
Empower Advisory Group
Colorado
$15.7M +$104K +2,043 +0.7%
AC
127
Apella Capital
Connecticut
$15.5M +$4.69M +92,132 +44%
G
128
GenTrust
Florida
$15.1M -$4.03M -78,972 -21%
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$15.1M -$204 -4 -0%
RCA
130
Resonant Capital Advisors
Wisconsin
$15.1M -$2.72M -53,378 -15%
CWM
131
Cahaba Wealth Management
Georgia
$14.2M +$3.29M +64,413 +30%
ERIM
132
Eagle Ridge Investment Management
Connecticut
$14.1M +$1.65M +32,298 +13%
MLA
133
MB, Levis & Associates
Pennsylvania
$14.1M +$2.25M +44,085 +19%
MWP
134
Moller Wealth Partners
$14.1M +$1.57M +30,796 +13%
QWP
135
Quotient Wealth Partners
Texas
$14M +$14M +273,745 New
BCM
136
Brookstone Capital Management
Illinois
$14M +$1.02M +20,013 +8%
BSSFA
137
Baron Silver Stevens Financial Advisors
Florida
$13.9M -$2.24M -43,808 -14%
FHA
138
First Horizon Advisors
Tennessee
$13.9M -$1.04M -20,353 -7%
PWM
139
Perigon Wealth Management
California
$13.8M -$545K -10,682 -4%
AWS
140
Atria Wealth Solutions
New York
$13.6M +$979K +19,179 +8%
EPM
141
Elm Partners Management
Pennsylvania
$13.6M +$11.7M +229,675 +617%
CPA
142
Cardiff Park Advisors
California
$13.5M +$890K +17,431 +7%
SFA
143
Source Financial Advisors
New York
$13.3M +$563K +11,031 +4%
BCP
144
Blue Chip Partners
Michigan
$13.3M -$23.3M -455,718 -64%
FVWA
145
Foster Victor Wealth Advisors
South Carolina
$13.2M +$5.5K +108 +0%
NOI
146
Newton One Investments
Delaware
$13.2M +$1.76M +34,419 +15%
MCWS
147
McKinley Carter Wealth Services
West Virginia
$13.2M -$1.16M -22,677 -8%
BCM
148
Blume Capital Management
California
$12.4M +$896K +17,550 +8%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$12.3M +$12.3M +240,398 New
APC
150
Aspire Private Capital
North Carolina
$12.2M +$881K +17,260 +8%
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