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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 %
TCB
151
Texas Capital Bancshares
Texas
$10.4M 207,270 +27,874 +16%
AC
152
Apella Capital
Connecticut
$10.4M 206,685 +206,685 New
APC
153
Aspire Private Capital
North Carolina
$10.3M 205,201 +31,393 +18%
SOAG
154
Silver Oak Advisory Group
Oregon
$10M 199,424 +3,044 +2%
CWM
155
Cahaba Wealth Management
Georgia
$9.96M 198,251 +6,625 +3%
FFS
156
Founders Financial Securities
Maryland
$9.82M 195,453 +19,718 +11%
HI
157
Horizon Investments
North Carolina
$9.77M 195,393 +20,053 +11%
JFA
158
JNBA Financial Advisors
Minnesota
$9.46M 188,335 -7,384 -4%
XF
159
XML Financial
Maryland
$9.41M 187,362 +44,405 +31%
GBT
160
Grove Bank & Trust
Florida
$9.22M 183,594 +432 +0.2%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$8.9M 177,183 -75,391 -30%
PI
162
PFS Investments
Georgia
$8.77M 174,667 +23,889 +16%
CF
163
Corrigan Financial
Rhode Island
$8.6M 171,167 +113 +0.1%
DWT
164
Dorsey & Whitney Trust
South Dakota
$8.54M 170,110 +6,310 +4%
TC
165
Tenret Company
Florida
$8.38M 166,860 +23,706 +17%
TC
166
TownSquare Capital
Utah
$8.32M 165,683 +165,683 New
RJT
167
Raymond James Trust
Florida
$8.27M 164,634 +13,249 +9%
AWM
168
Apollon Wealth Management
South Carolina
$8.05M 160,272 +16,404 +11%
CG
169
Colony Group
Massachusetts
$7.99M 159,116 -11,574 -7%
SAG
170
SageView Advisory Group
California
$7.98M 158,818 +3,091 +2%
FWM
171
ForthRight Wealth Management
Georgia
$7.87M 156,668 +86,003 +122%
FCM
172
Firestone Capital Management
Florida
$7.85M 156,139 +391 +0.3%
DIA
173
Davidson Investment Advisors
Montana
$7.79M 155,087 +55,998 +57%
BWM
174
Brown Wealth Management
Illinois
$7.71M 153,538 +153,538 New
FM
175
Foster & Motley
Ohio
$7.57M 150,757 +934 +0.6%
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