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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
201
RFG Advisory
Alabama
$6.03M 119,007 -1,916 -2%
BWG
202
Beta Wealth Group
California
$5.97M 117,861 -1,236 -1%
CFD
203
Creative Financial Designs
Indiana
$5.97M 117,764 +36,858 +46%
2L
204
25 LLC
Missouri
$5.95M 118,116 +118,116 New
SWM
205
Spire Wealth Management
Virginia
$5.89M 116,312 +65,696 +130%
HFS
206
Heritage Financial Services
Massachusetts
$5.78M 114,086 -906 -0.8%
SIA
207
Soltis Investment Advisors
Utah
$5.68M 112,042 +59,395 +113%
VFA
208
Valeo Financial Advisors
Indiana
$5.66M 111,707 +15,463 +16%
ML
209
McAdam LLC
Pennsylvania
$5.65M 111,553 +86,782 +350%
DP
210
Divergent Planning
Maryland
$5.64M 111,414 +4,985 +5%
NWM
211
NEIRG Wealth Management
Massachusetts
$5.59M 110,318 +6,362 +6%
ST
212
Smithfield Trust
Pennsylvania
$5.55M 109,601 +25,825 +31%
PA
213
PFG Advisors
Arizona
$5.48M 108,139 -10,388 -9%
KLI
214
Kelman-Lazarov Inc
Tennessee
$5.45M 107,494 -6,948 -6%
RW
215
Rede Wealth
Virginia
$5.37M 106,003 +16,600 +19%
BOPW
216
Brandywine Oak Private Wealth
Pennsylvania
$5.36M 105,758 -2,483 -2%
JSA
217
Jacobson & Schmitt Advisors
Wisconsin
$5.33M 105,216 +8,530 +9%
PSCM
218
Per Stirling Capital Management
Texas
$5.26M 103,887 +89,773 +636%
DL
219
DOHJ LLC
Washington
$5.21M 102,868 +9 +0%
Deutsche Bank
220
Deutsche Bank
Germany
$5.2M 102,739 -76,910 -43%
MMA
221
Miracle Mile Advisors
California
$5.1M 100,746 +78,852 +360%
LW
222
Linscomb Wealth
Texas
$5.06M 99,813 +5,205 +6%
DIA
223
Davidson Investment Advisors
Montana
$5.02M 99,089 +99,089 New
DI
224
DFPG Investments
Utah
$4.99M 98,532 +17,004 +21%
IAN
225
Integrated Advisors Network
Texas
$4.98M 98,363 -314,556 -76%
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