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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
CFB
176
Cullen/Frost Bankers
Texas
$2.87M 51,928 – –
PCWA
177
Pacific Capital Wealth Advisors
California
$2.87M 51,929 +486 +0.9%
GDP
178
Great Diamond Partners
Maine
$2.85M 51,540 +1,418 +3%
BC
179
Bartlett & Co
Ohio
$2.83M 51,208 -2,240 -4%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$2.83M 51,208 -2,240 -4%
CWM
181
Cornerstone Wealth Management
Missouri
$2.79M 50,413 +5,830 +13%
MFS
182
McNamara Financial Services
Massachusetts
$2.78M 50,203 +57 +0.1%
FWM
183
Fairhaven Wealth Management
Illinois
$2.76M 49,951 +137 +0.3%
CCP
184
Cardan Capital Partners
Colorado
$2.76M 49,816 -9,333 -16%
BAM
185
Baldrige Asset Management
Pennsylvania
$2.75M 49,809 +554 +1%
GVAG
186
Great Valley Advisor Group
Delaware
$2.75M 49,687 +40,996 +472%
GEA
187
Glen Eagle Advisors
New Jersey
$2.73M 49,396 +5,719 +13%
MWM
188
Merriman Wealth Management
Washington
$2.71M 48,939 +2,501 +5%
MIM
189
Moseley Investment Management
Florida
$2.7M 48,902 +8,493 +21%
Goldman Sachs
190
Goldman Sachs
New York
$2.7M 48,825 -10,591 -18%
HighTower Advisors
191
HighTower Advisors
Illinois
$2.7M 48,811 +24,392 +100%
CCM
192
Crabel Capital Management
California
$2.7M 48,755 -47,843 -50%
HIM
193
Hanlon Investment Management
New Jersey
$2.69M 48,719 -324 -0.7%
LWP
194
Lumature Wealth Partners
Georgia
$2.68M 48,496 +50 +0.1%
MCG
195
MACRO Consulting Group
New Jersey
$2.64M 47,765 +1,836 +4%
VWA
196
Visionary Wealth Advisors
Illinois
$2.62M 47,449 +8,905 +23%
UCFA
197
United Capital Financial Advisors
Texas
$2.61M 47,132 +14,474 +44%
BSW
198
Buckingham Strategic Wealth
Missouri
$2.55M 46,158 +18,800 +69%
BWA
199
BDO Wealth Advisors
Florida
$2.54M 45,930 +151 +0.3%
ZF
200
Zhang Financial
Michigan
$2.51M 45,412 +418 +0.9%
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