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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 %
FCM
176
Firestone Capital Management
Florida
$7.57M 157,326 +1,187 +0.8%
AI
177
Atria Investments
North Carolina
$7.39M 153,659 +3,460 +2%
Comerica Bank
178
Comerica Bank
Texas
$7.28M 151,371 +151,371 New
DIA
179
Davidson Investment Advisors
Montana
$7.28M 151,300 -3,787 -2%
Janney Montgomery Scott
180
Janney Montgomery Scott
Pennsylvania
$7.22M 150,123 +16,277 +12%
RMC
181
Regis Management Company
California
$7.19M 149,543 – –
CG
182
Colony Group
Massachusetts
$7.13M 148,149 -10,967 -7%
XF
183
XML Financial
Maryland
$7.12M 147,997 -39,365 -21%
FWM
184
ForthRight Wealth Management
Georgia
$6.96M 144,795 -11,873 -8%
PCA
185
Prosperity Capital Advisors
Ohio
$6.88M 142,943 +30,773 +27%
Brown Advisory
186
Brown Advisory
Maryland
$6.75M 140,320 +182 +0.1%
FT
187
Fiduciary Trust
Massachusetts
$6.74M 140,211 -101,488 -42%
CFO
188
Colony Family Offices
North Carolina
$6.74M 140,141 +805 +0.6%
SIA
189
Soltis Investment Advisors
Utah
$6.69M 139,065 +27,432 +25%
AIM
190
AMI Investment Management
Indiana
$6.64M 137,963 +3,825 +3%
PP
191
PDS Planning
Ohio
$6.58M 136,802 -1,910 -1%
2L
192
25 LLC
Missouri
$6.52M 135,520 +10,856 +9%
RA
193
RFG Advisory
Alabama
$6.5M 135,123 +20,113 +17%
VBFG
194
Vishria Bird Financial Group
Tennessee
$6.49M 134,967 -2,184 -2%
Deutsche Bank
195
Deutsche Bank
Germany
$6.36M 132,311 +10,784 +9%
AT
196
Arden Trust
Delaware
$6.33M 131,573 +45,110 +52%
ERIC
197
Eagle Rock Investment Company
Georgia
$6.27M 130,273 -16,413 -11%
GVAG
198
Great Valley Advisor Group
Delaware
$6.23M 129,465 +46,863 +57%
SC
199
Schiavi & Co
Delaware
$6.16M 128,034 +1,740 +1%
TCBWMS
200
Texas Capital Bank Wealth Management Services
Texas
$6.16M 128,017 +5,290 +4%
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