VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
–
Net Calls
+$350K
Net Calls Change
+$350K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B
2
CSIA
2
Charles Schwab Investment Advisory
California
$747M
3
Creative Planning
3
Creative Planning
Kansas
$303M
4
Jane Street
4
Jane Street
New York
$79.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$543M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$291M
2
CIA
2
Compass Ion Advisors
Pennsylvania
$15.7M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
LWA
4
LWS Wealth Advisors
New Jersey
$10.4M
5
RH
5
RFG Holdings
Texas
$4.67M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.52B 27,866,400 +4,490,446 +19%
CSIA
2
Charles Schwab Investment Advisory
California
$747M 13,669,301 +2,128,813 +18%
SCM
3
SCS Capital Management
Massachusetts
$570M 10,437,302 +642,745 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$543M 9,942,372 +1,380,350 +16%
RJA
5
Raymond James & Associates
Florida
$397M 7,263,284 +781,744 +12%
Morgan Stanley
6
Morgan Stanley
New York
$324M 5,934,336 +852,641 +17%
Creative Planning
7
Creative Planning
Kansas
$303M 5,546,819 +1,469,421 +36%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$291M 5,324,066 -216,370 -4%
UBS Group
9
UBS Group
Switzerland
$190M 3,479,613 +699,860 +25%
Wells Fargo
10
Wells Fargo
California
$172M 3,153,163 +508,750 +19%
Bank of America
11
Bank of America
North Carolina
$120M 2,195,396 +116,332 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$104M 1,894,397 +478,255 +34%
Vanguard Group
13
Vanguard Group
Pennsylvania
$95.9M 1,754,612 +92,138 +6%
SEI Investments
14
SEI Investments
Pennsylvania
$81.6M 1,479,467 – –
Jane Street
15
Jane Street
New York
$79.7M 1,458,958 +1,458,958 New
ACA
16
Ackerman Capital Advisors
Texas
$76.4M 1,399,036 -17,429 -1%
Ameriprise
17
Ameriprise
Minnesota
$66.1M 1,208,646 +48,236 +4%
US Bancorp
18
US Bancorp
Minnesota
$64.6M 1,183,195 +218,808 +23%
RWP
19
RWA Wealth Partners
Massachusetts
$62.2M 1,138,673 +141,601 +14%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$56.6M 1,036,342 +353,007 +52%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$55.7M 1,018,708 +118,240 +13%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$55.4M 1,014,053 -5,123 -0.5%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$49.9M 912,807 +39,631 +5%
LPL Financial
24
LPL Financial
California
$46.6M 852,849 +122,229 +17%
SBL
25
Sargent Bickham Lagudis
Colorado
$44M 805,831 +57,681 +8%
1
2 3 4 5