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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACP
201
Aveo Capital Partners
Colorado
$5.94M 118,258 -14,722 -11%
VA
202
Valmark Advisers
Ohio
$5.93M 118,147 -2,200 -2%
DP
203
Divergent Planning
Maryland
$5.91M 117,609 +6,195 +6%
BSW
204
Buckingham Strategic Wealth
Missouri
$5.87M 116,831 -22,672 -16%
TCM
205
TD Capital Management
Tennessee
$5.85M 116,425 +30,638 +36%
SAM
206
SP Asset Management
California
$5.81M 115,638 -4,339 -4%
FWM
207
Fairhaven Wealth Management
Illinois
$5.78M 115,151 +115,151 New
RA
208
RFG Advisory
Alabama
$5.78M 115,010 -3,997 -3%
SWM
209
Spire Wealth Management
Virginia
$5.71M 113,732 -2,580 -2%
SWRP
210
Summit Wealth & Retirement Planning
California
$5.67M 112,968 -15,662 -12%
FCC
211
Flower City Capital
New York
$5.64M 112,212 -27,341 -20%
PCA
212
Prosperity Capital Advisors
Ohio
$5.63M 112,170 -22,795 -17%
SIA
213
Soltis Investment Advisors
Utah
$5.61M 111,633 -409 -0.4%
JSA
214
Jacobson & Schmitt Advisors
Wisconsin
$5.44M 108,249 +3,033 +3%
KLI
215
Kelman-Lazarov Inc
Tennessee
$5.43M 108,090 +596 +0.6%
RW
216
Rede Wealth
Virginia
$5.32M 105,927 -76 -0.1%
Luther King Capital Management (LKCM)
217
Luther King Capital Management (LKCM)
Texas
– – – –
ML
218
McAdam LLC
Pennsylvania
$5.26M 104,733 -6,820 -6%
PSCM
219
Per Stirling Capital Management
Texas
$5.24M 104,431 +544 +0.5%
PA
220
PFG Advisors
Arizona
$5.18M 103,059 -5,080 -5%
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
$5.16M 102,753 -3,005 -3%
DL
222
DOHJ LLC
Washington
$5.14M 102,339 -529 -0.5%
B
223
Bridgeworth
Alabama
$5.13M 102,166 -59,128 -37%
WG
224
Watchman Group
Texas
$5.07M 100,936 +100,936 New
BWG
225
Beta Wealth Group
California
$5.04M 100,422 -17,439 -15%
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