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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
RWA Wealth Partners
Massachusetts
$156M
3
WAG
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
Merriman Wealth Management
Washington
$41M
5
UBS Group
UBS Group
Switzerland
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
176
Foster & Motley
Ohio
$9.88M +$1.19M +23,249 +14%
JFA
177
JNBA Financial Advisors
Minnesota
$9.76M -$389K -7,613 -4%
RFA
178
RTD Financial Advisors
Pennsylvania
$9.75M -$12.3M -240,655 -56%
CFO
179
Colony Family Offices
North Carolina
$9.66M +$2.51M +49,093 +35%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$9.47M +$218K +4,263 +2%
ST
181
Smithfield Trust
Pennsylvania
$9.42M +$3.39M +66,388 +56%
Kovitz Investment Group Partners
182
Kovitz Investment Group Partners
Illinois
$9.31M +$772K +15,113 +9%
BF
183
Brooklyn FI
New York
$9.09M -$5.02M -98,288 -36%
Citadel Advisors
184
Citadel Advisors
Florida
$9.06M +$9.06M +177,512 New
RA
185
Riversedge Advisors
Delaware
$9.06M -$1.69M -33,101 -16%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$9.05M -$29.5M -578,306 -77%
PO
187
Private Ocean
California
$8.93M -$3.94M -77,091 -31%
PWS
188
Physician Wealth Solutions
Nevada
$8.92M +$8.92M +174,816 New
FCM
189
Firestone Capital Management
Florida
$8.88M +$849K +16,636 +11%
FMWA
190
Forvis Mazars Wealth Advisors
Missouri
$8.84M -$2.95M -57,788 -25%
CF
191
Corrigan Financial
Rhode Island
$8.76M +$459K +8,983 +6%
AWM
192
Apollon Wealth Management
South Carolina
$8.61M -$189K -3,701 -2%
Citigroup
193
Citigroup
New York
$8.56M -$14.3M -279,643 -63%
WAG
194
Winthrop Advisory Group
Massachusetts
$8.28M -$60.9M -1,193,083 -88%
BRIA
195
Balanced Rock Investment Advisors
Massachusetts
$8.2M +$8.2M +160,536 New
TCBWMS
196
Texas Capital Bank Wealth Management Services
Texas
$8.15M +$1.61M +31,553 +25%
TC
197
Tenret Company
Florida
$8.04M +$8.04M +157,439 New
AI
198
Atria Investments
North Carolina
$8.02M +$178K +3,486 +2%
DIA
199
Davidson Investment Advisors
Montana
$7.95M +$226K +4,427 +3%
DWT
200
Dorsey & Whitney Trust
South Dakota
$7.91M -$307K -6,006 -4%
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