VTEB icon

Vanguard Tax-Exempt Bond Index Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
151
First Citizens Bank & Trust
North Carolina
$12.2M +$10.6M +208,106 +687%
PPP
152
Private Portfolio Partners
New Jersey
$12.1M -$422K -8,266 -3%
UB
153
UMB Bank
Missouri
$12M +$2.53M +49,610 +27%
SPP
154
Single Point Partners
Massachusetts
$12M +$3.44M +67,394 +40%
KAS
155
Kestra Advisory Services
Texas
$11.9M +$7.87M +154,080 +197%
Deutsche Bank
156
Deutsche Bank
Germany
$11.6M +$4.88M +95,581 +72%
RJT
157
Raymond James Trust
Florida
$11.6M +$2.21M +43,375 +24%
GAG
158
Goodman Advisory Group
Massachusetts
$11.4M +$5.48M +107,352 +92%
PAG
159
Private Advisor Group
New Jersey
$11.4M +$1.05M +20,601 +10%
RGC
160
Roberts, Glore & Co
Illinois
$11.3M -$3.68M -71,997 -24%
SOAG
161
Silver Oak Advisory Group
Oregon
$11.2M -$361K -7,072 -3%
AHC
162
Anderson Hoagland & Co
Missouri
$11.1M +$7.64M +150,278 +218%
RFP
163
Roth Financial Partners
Texas
$11.1M +$10.7M +208,654 +2,548%
PP
164
PDS Planning
Ohio
$11.1M +$4.08M +79,908 +58%
PIFP
165
Partners in Financial Planning
Virginia
$10.9M -$1.24M -24,252 -10%
VFP
166
Verus Financial Partners
Virginia
$10.9M -$1.54M -30,467 -12%
KWM
167
Keebeck Wealth Management
Illinois
$10.7M +$6.32M +123,782 +143%
FT
168
Fiduciary Trust
Massachusetts
$10.7M +$3.56M +69,794 +50%
Comerica Bank
169
Comerica Bank
Texas
$10.5M +$2.77M +54,270 +36%
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$10.4M +$10.4M +202,800 New
EAM
171
Evanson Asset Management
California
$10.3M +$10.3M +202,233 New
GBT
172
Grove Bank & Trust
Florida
$10.2M +$715K +13,999 +7%
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$10.2M +$2.53M +49,472 +33%
CHA
174
Cooper/Haims Advisors
New York
$10.1M +$10.1M +198,704 New
Brown Advisory
175
Brown Advisory
Maryland
$10.1M +$2.93M +57,430 +41%