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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 %
CWM
151
Cahaba Wealth Management
Georgia
$9.71M 191,626 +10,323 +6%
AF
152
Allworth Financial
California
$9.6M 189,494 +81,896 +76%
Barclays
153
Barclays
United Kingdom
$9.56M 188,700 +188,700 New
MFG
154
Merit Financial Group
Georgia
$9.48M 187,208 +19,384 +12%
GBT
155
Grove Bank & Trust
Florida
$9.28M 183,162 +22,688 +14%
SPP
156
Single Point Partners
Massachusetts
$9.18M 181,142 +12,165 +7%
TCB
157
Texas Capital Bancshares
Texas
$9.09M 179,396 +94,213 +111%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$9.07M 179,026 +17,879 +11%
FFS
159
Founders Financial Securities
Maryland
$8.9M 175,735 +24,980 +17%
HI
160
Horizon Investments
North Carolina
$8.84M 175,340 +24,682 +16%
APC
161
Aspire Private Capital
North Carolina
$8.81M 173,808 +22,742 +15%
CF
162
Corrigan Financial
Rhode Island
$8.67M 171,054 +54,841 +47%
CG
163
Colony Group
Massachusetts
$8.65M 170,690 -87,908 -34%
DWT
164
Dorsey & Whitney Trust
South Dakota
$8.3M 163,800 -747 -0.5%
B
165
Bridgeworth
Alabama
$8.17M 161,294 +3,460 +2%
AI
166
Atria Investments
North Carolina
$8.17M 161,264 +18,821 +13%
FCM
167
Firestone Capital Management
Florida
$7.89M 155,748 +2,648 +2%
SAG
168
SageView Advisory Group
California
$7.89M 155,727 -673 -0.4%
PI
169
PFS Investments
Georgia
$7.67M 150,778 +38,498 +34%
RJT
170
Raymond James Trust
Florida
$7.67M 151,385 +22,636 +18%
CFO
171
Colony Family Offices
North Carolina
$7.6M 149,942 +11,755 +9%
FM
172
Foster & Motley
Ohio
$7.59M 149,823 +3,312 +2%
RMC
173
Regis Management Company
California
$7.58M 149,543 -8,200 -5%
ERIC
174
Eagle Rock Investment Company
Georgia
$7.56M 149,286 -547 -0.4%
G
175
GenTrust
Florida
$7.52M 148,461 +132,932 +856%
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7
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