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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
201
Columbus Macro
Pennsylvania
$2.04M +$1.48M +27,164 +269%
THWM
202
Taylor Hoffman Wealth Management
Virginia
$2.03M +$70.1K +1,283 +4%
EIA
203
Eldridge Investment Advisors
New Hampshire
$2.02M -$30.5K -558 -1%
LWP
204
Legacy Wealth Partners
California
$1.98M +$243K +4,451 +14%
RWA
205
Redhawk Wealth Advisors
Minnesota
$1.94M – – –
CAM
206
Caprin Asset Management
Virginia
$1.94M -$321K -5,878 -14%
CP
207
Corbenic Partners
Pennsylvania
$1.91M +$689K +12,600 +56%
HI
208
Hendershot Investments
Virginia
$1.83M -$183K -3,345 -9%
SSWM
209
Sheets Smith Wealth Management
North Carolina
$1.81M -$10.2K -187 -0.6%
UCFA
210
United Capital Financial Advisors
Texas
$1.78M +$475K +8,701 +36%
CIP
211
Capital Insight Partners
Arizona
$1.78M +$341K +6,238 +24%
PPA
212
Parametric Portfolio Associates
Washington
$1.78M +$243K +4,452 +16%
MA
213
MCF Advisors
Kentucky
$1.78M -$162K -2,961 -8%
WFA
214
Wade Financial Advisory
California
$1.77M -$48.1K -881 -3%
UFA
215
US Financial Advisors
Massachusetts
$1.77M +$203K +3,718 +13%
WCFA
216
Walkner Condon Financial Advisors
Wisconsin
$1.77M +$191K +3,489 +12%
AWM
217
Apollon Wealth Management
South Carolina
$1.7M +$1.24M +22,684 +269%
SCG
218
Sonata Capital Group
Washington
$1.68M -$208K -3,800 -11%
VPIM
219
Vanguard Personalized Indexing Management
California
$1.65M +$355K +6,499 +27%
JSA
220
Jacobson & Schmitt Advisors
Wisconsin
$1.65M +$392K +7,169 +31%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$1.63M +$943K +17,254 +137%
Cetera Investment Advisers
222
Cetera Investment Advisers
Illinois
$1.57M -$83.3K -1,524 -5%
BWA
223
Burt Wealth Advisors
Maryland
$1.57M +$135K +2,462 +9%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$1.56M +$342K +6,268 +28%
DC
225
Davenport & Co
Virginia
$1.56M +$463K +8,464 +42%
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