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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 %
AWM
176
Apollon Wealth Management
South Carolina
$7.29M 143,868 +22,413 +18%
TC
177
Tenret Company
Florida
$7.25M 143,154 – –
XF
178
XML Financial
Maryland
$7.24M 142,957 -422 -0.3%
KMWM
179
Keudell/Morrison Wealth Management
Oregon
$7.15M 141,227 -557 -0.4%
Brown Advisory
180
Brown Advisory
Maryland
$7.11M 140,295 +21,669 +18%
SQA
181
Simon Quick Advisors
New Jersey
$7.09M 139,876 +3,928 +3%
FCC
182
Flower City Capital
New York
$7.07M 139,553 +14 +0%
PP
183
PDS Planning
Ohio
$7.06M 139,399 -579 -0.4%
VBFG
184
Vishria Bird Financial Group
Tennessee
$7M 138,218 -2,096 -1%
BSW
185
Buckingham Strategic Wealth
Missouri
$6.9M 139,503 – –
LP
186
LGL Partners
Pennsylvania
$6.88M 135,719 +622 +0.5%
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$6.86M 135,380 -51,768 -28%
PCA
188
Prosperity Capital Advisors
Ohio
$6.84M 134,965 +61,439 +84%
GWS
189
Glassman Wealth Services
Virginia
$6.84M 134,957 -26,693 -17%
ACP
190
Aveo Capital Partners
Colorado
$6.74M 132,980 -1,709 -1%
SFO
191
Stokes Family Office
Louisiana
$6.67M 131,567 +4,734 +4%
AIM
192
AMI Investment Management
Indiana
$6.55M 129,262 -51 -0%
SWRP
193
Summit Wealth & Retirement Planning
California
$6.52M 128,630 -12,922 -9%
PCIA
194
Prime Capital Investment Advisors
Kansas
$6.49M 128,047 +94,703 +284%
SC
195
Schiavi & Co
Delaware
$6.45M 127,339 +27,378 +27%
FG
196
Foster Group
Iowa
$6.45M 127,269 -29,376 -19%
CA
197
CGN Advisors
Kansas
$6.33M 125,024 +3,002 +2%
SIM
198
Studio Investment Management
Illinois
$6.27M 123,745 +59,935 +94%
VA
199
Valmark Advisers
Ohio
$6.1M 120,347 +5,834 +5%
SAM
200
SP Asset Management
California
$6.08M 119,977 +443 +0.4%
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