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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
MFA
201
Mayflower Financial Advisors
Massachusetts
$2.5M 45,128 -208 -0.5%
CSM
202
CAMG Solamere Management
North Carolina
$2.48M 44,879 -116 -0.3%
William Blair & Company
203
William Blair & Company
Illinois
$2.47M 44,686 +6,566 +17%
CPO
204
Cerity Partners OCIO
New York
$2.43M 44,019 +3,201 +8%
SWM
205
SigFig Wealth Management
California
$2.35M 42,504 +25,312 +147%
CCT
206
Country Club Trust
Missouri
$2.34M 42,423 -10,435 -20%
NGA
207
Naples Global Advisors
Florida
$2.3M 41,639 +160 +0.4%
B
208
Brightworth
Georgia
$2.29M 41,434 +41,434 New
JSA
209
Jacobson & Schmitt Advisors
Wisconsin
$2.28M 41,260 +11,028 +36%
CCFM
210
Clear Creek Financial Management
Washington
$2.24M 40,464 +40,464 New
LIA
211
LBMC Investment Advisors
Tennessee
$2.23M 40,399 -89,781 -69%
WFA
212
Wade Financial Advisory
California
$2.23M 40,361 +7,935 +24%
BDF
213
Black Diamond Financial
Maryland
$2.2M 39,829 +448 +1%
HDIM
214
Hanson & Doremus Investment Management
Vermont
$2.18M 40,093 -10,299 -20%
EA
215
Elm Advisors
California
$2.18M 39,395 -1,690 -4%
CP
216
Corbenic Partners
Pennsylvania
$2.16M 38,990 +4,004 +11%
EIA
217
Eldridge Investment Advisors
New Hampshire
$2.15M 38,905 +1,928 +5%
Deutsche Bank
218
Deutsche Bank
Germany
$2.08M 37,632 +186 +0.5%
CM
219
Columbus Macro
Pennsylvania
$2.07M 37,419 +145 +0.4%
LWP
220
Legacy Wealth Partners
California
$2M 36,118 -77 -0.2%
SFG
221
Snider Financial Group
Washington
$1.98M 35,682 +35,682 New
RWA
222
Redhawk Wealth Advisors
Minnesota
$1.96M 35,513 – –
MAP
223
Milestone Advisory Partners
North Carolina
$1.94M 35,022 -8,295 -19%
Mariner
224
Mariner
Kansas
$1.91M 34,618 +6,385 +23%
HI
225
Hendershot Investments
Virginia
$1.91M 34,528 +1,088 +3%
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9
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