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 %
BCM
151
Blume Capital Management
California
$10.8M 224,642 +83,017 +59%
NOI
152
Newton One Investments
Delaware
$10.8M 224,389 -1,488 -0.7%
APC
153
Aspire Private Capital
North Carolina
$10.7M 222,217 +17,016 +8%
CWM
154
Cahaba Wealth Management
Georgia
$10.3M 214,252 +16,001 +8%
AC
155
Apella Capital
Connecticut
$10.2M 211,743 +5,058 +2%
RA
156
Riversedge Advisors
Delaware
$10.1M 210,607 +3,272 +2%
CA
157
Clearstead Advisors
Ohio
$9.74M 202,440 +109,333 +117%
PAG
158
Private Advisor Group
New Jersey
$9.72M 202,174 -60,518 -23%
ACA
159
Ackerman Capital Advisors
Texas
$9.59M 199,277 -28,083 -12%
JFA
160
JNBA Financial Advisors
Minnesota
$9.57M 198,875 +10,540 +6%
EWM
161
Executive Wealth Management
Michigan
$9.41M 195,648 +105,873 +118%
GBT
162
Grove Bank & Trust
Florida
$8.98M 186,663 +3,069 +2%
UB
163
UMB Bank
Missouri
$8.95M 186,010 -111,184 -37%
RJT
164
Raymond James Trust
Florida
$8.86M 184,182 +19,548 +12%
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$8.71M 181,157 +3,974 +2%
SFO
166
Stokes Family Office
Louisiana
$8.65M 179,840 +56,157 +45%
AWM
167
Apollon Wealth Management
South Carolina
$8.29M 172,412 +12,140 +8%
RCM
168
Robinson Capital Management
Michigan
$8.25M 173,000 +173,000 New
FM
169
Foster & Motley
Ohio
$8.19M 170,199 +19,442 +13%
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$8.04M 167,202 +24,480 +17%
SPP
171
Single Point Partners
Massachusetts
$8.03M 166,976 +166,976 New
CF
172
Corrigan Financial
Rhode Island
$7.82M 162,540 -8,627 -5%
DWT
173
Dorsey & Whitney Trust
South Dakota
$7.74M 160,951 -9,159 -5%
AFG
174
ABLE Financial Group
Arizona
$7.73M 160,785 +41,230 +34%
SAG
175
SageView Advisory Group
California
$7.65M 159,088 +270 +0.2%
5 6
7
8 9