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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$784M
2
Morgan Stanley
Morgan Stanley
New York
+$674M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$269M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$187M
5
Creative Planning
Creative Planning
Kansas
+$166M

Top Sellers

1
OWM
Orgel Wealth Management
Wisconsin
-$386M
2
RWP
RWA Wealth Partners
Massachusetts
-$225M
3
WAG
Winthrop Advisory Group
Massachusetts
-$60.9M
4
MWM
Merriman Wealth Management
Washington
-$51.7M
5
UBS Group
UBS Group
Switzerland
-$43.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Clearstead Advisors
Ohio
$7.88M -$2.45M -47,992 -24%
OAP
202
One Advisory Partners
Kansas
$7.84M +$6.21M +121,617 +380%
GP
203
Girard Partners
Pennsylvania
$7.82M +$6.53M +127,997 +507%
XF
204
XML Financial
Maryland
$7.8M +$243K +4,753 +3%
PCA
205
Prosperity Capital Advisors
Ohio
$7.79M +$493K +9,659 +7%
CFO
206
Custos Family Office
Texas
$7.68M +$7.68M +150,373 New
2L
207
25 LLC
Missouri
$7.68M +$757K +14,824 +11%
AA
208
Atmos Advisory
Pennsylvania
$7.6M -$8.24M -161,502 -52%
LNWTC
209
Laird Norton Wetherby Trust Company
Washington
$7.57M +$6.23M +122,084 +465%
AFG
210
ABLE Financial Group
Arizona
$7.52M -$684K -13,396 -8%
SWP
211
Stratos Wealth Partners
Ohio
$7.48M +$3.5M +68,490 +88%
CAM
212
Clark Asset Management
New Hampshire
$7.47M +$1.4M +27,457 +23%
OPAM
213
Ocean Park Asset Management
California
$7.42M +$7.42M +145,400 New
AIM
214
AMI Investment Management
Indiana
$7.38M +$337K +6,600 +5%
EFP
215
EnRich Financial Partners
Wisconsin
$7.26M +$7.26M +142,280 New
GWS
216
Glassman Wealth Services
Virginia
$7.23M +$905K +17,721 +14%
VA
217
Valmark Advisers
Ohio
$7.11M +$627K +12,283 +10%
B
218
Bridgeworth
Alabama
$7.08M -$6.51M -127,562 -48%
SIA
219
Soltis Investment Advisors
Utah
$7.08M -$23.4K -458 -0.3%
AT
220
Arden Trust
Delaware
$6.99M +$268K +5,258 +4%
RA
221
RFG Advisory
Alabama
$6.93M +$32.6K +638 +0.5%
1WM
222
1900 Wealth Management
Texas
$6.83M +$6.83M +133,746 New
CC
223
Capstone Capital
Nevada
$6.82M +$6.82M +133,547 New
GVAG
224
Great Valley Advisor Group
Delaware
$6.77M +$164K +3,207 +2%
FWM
225
ForthRight Wealth Management
Georgia
$6.62M -$775K -15,174 -10%
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