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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.66%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FG
201
Foster Group
Iowa
$6.15M 127,800 +486 +0.4%
SQA
202
Simon Quick Advisors
New Jersey
$6.11M 127,025 -7,964 -6%
VA
203
Valmark Advisers
Ohio
$6.11M 127,022 +8,875 +8%
CPW
204
Catalyst Private Wealth
California
$6.02M 125,113 +117,171 +1,475%
KMWM
205
Keudell/Morrison Wealth Management
Oregon
$5.99M 124,511 -6,506 -5%
ACP
206
Aveo Capital Partners
Colorado
$5.98M 124,377 +6,119 +5%
GWS
207
Glassman Wealth Services
Virginia
$5.96M 123,937 -9,276 -7%
OWA
208
One Wealth Advisors
California
$5.91M 122,951 +122,951 New
DP
209
Divergent Planning
Maryland
$5.76M 120,444 +2,835 +2%
CAM
210
Clark Asset Management
New Hampshire
$5.72M 118,922 +21,154 +22%
ST
211
Smithfield Trust
Pennsylvania
$5.67M 118,018 -15,616 -12%
JSA
212
Jacobson & Schmitt Advisors
Wisconsin
$5.64M 117,322 +9,073 +8%
KLI
213
Kelman-Lazarov Inc
Tennessee
$5.63M 116,998 +8,908 +8%
GAG
214
Goodman Advisory Group
Massachusetts
$5.61M 116,571 +85,089 +270%
SAM
215
SP Asset Management
California
$5.6M 116,336 +698 +0.6%
ML
216
McAdam LLC
Pennsylvania
$5.47M 113,736 +9,003 +9%
FCC
217
Flower City Capital
New York
$5.45M 113,384 +1,172 +1%
CA
218
Cetera Advisors
Colorado
$5.44M 113,172 +20,936 +23%
TCM
219
TD Capital Management
Tennessee
$5.24M 108,955 -7,470 -6%
SWM
220
Spire Wealth Management
Virginia
$5.18M 107,685 -6,047 -5%
CFD
221
Creative Financial Designs
Indiana
$5.11M 106,329 -42,618 -29%
PSCM
222
Per Stirling Capital Management
Texas
$5.07M 105,496 +1,065 +1%
Luther King Capital Management (LKCM)
223
Luther King Capital Management (LKCM)
Texas
– – – –
BSW
224
Buckingham Strategic Wealth
Missouri
$5.04M 104,847 -11,984 -10%
BOPW
225
Brandywine Oak Private Wealth
Pennsylvania
$5.03M 104,582 +1,829 +2%
7 8
9
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