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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 %
AI
176
Atria Investments
North Carolina
$7.54M 150,199 -11,065 -7%
RMC
177
Regis Management Company
California
$7.51M 149,543 – –
CFD
178
Creative Financial Designs
Indiana
$7.48M 148,947 +31,183 +26%
ERIC
179
Eagle Rock Investment Company
Georgia
$7.37M 146,686 -2,600 -2%
Kovitz Investment Group Partners
180
Kovitz Investment Group Partners
Illinois
$7.17M 142,722 -56,425 -28%
BCM
181
Blume Capital Management
California
$7.11M 141,625 +68,700 +94%
Brown Advisory
182
Brown Advisory
Maryland
$7.04M 140,138 -157 -0.1%
CFO
183
Colony Family Offices
North Carolina
$7M 139,336 -10,606 -7%
PP
184
PDS Planning
Ohio
$6.97M 138,712 -687 -0.5%
VBFG
185
Vishria Bird Financial Group
Tennessee
$6.89M 137,151 -1,067 -0.8%
SQA
186
Simon Quick Advisors
New Jersey
$6.78M 134,989 -4,887 -3%
AIM
187
AMI Investment Management
Indiana
$6.74M 134,138 +4,876 +4%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$6.72M 133,846 -1,534 -1%
ST
189
Smithfield Trust
Pennsylvania
$6.71M 133,634 +24,033 +22%
GWS
190
Glassman Wealth Services
Virginia
$6.69M 133,213 -1,744 -1%
KMWM
191
Keudell/Morrison Wealth Management
Oregon
$6.58M 131,017 -10,210 -7%
CA
192
CGN Advisors
Kansas
$6.47M 128,843 +3,819 +3%
FG
193
Foster Group
Iowa
$6.39M 127,314 +45 +0%
SC
194
Schiavi & Co
Delaware
$6.34M 126,294 -1,045 -0.8%
2L
195
25 LLC
Missouri
$6.27M 124,664 +6,548 +6%
SFO
196
Stokes Family Office
Louisiana
$6.21M 123,683 -7,884 -6%
TCBWMS
197
Texas Capital Bank Wealth Management Services
Texas
$6.16M 122,727 +70,016 +133%
SIM
198
Studio Investment Management
Illinois
$6.15M 122,390 -1,355 -1%
Deutsche Bank
199
Deutsche Bank
Germany
$6.1M 121,527 +18,788 +18%
AFG
200
ABLE Financial Group
Arizona
$6M 119,555 +43,376 +57%
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