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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

615 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

Holders
615
Holders Change
+39
Holders Change %
+6.77%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.05B
2
Jane Street
2
Jane Street
New York
$338M
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.74B
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$672M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$168M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$66.9M
2
LWA
2
LWS Wealth Advisors
New Jersey
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$5.94M
4
BDF
4
Balasa Dinverno & Foltz
$0
5
EPM
5
Elm Partners Management
Pennsylvania
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.74B 31,496,580 +3,630,180 +13%
CSIA
2
Charles Schwab Investment Advisory
California
$1.05B 18,924,630 +5,255,329 +38%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$672M 12,154,842 +2,212,470 +22%
SCM
4
SCS Capital Management
Massachusetts
$581M 10,510,604 +73,302 +0.7%
RJA
5
Raymond James & Associates
Florida
$439M 7,939,529 +676,245 +9%
Morgan Stanley
6
Morgan Stanley
New York
$373M 6,752,723 +818,387 +14%
Jane Street
7
Jane Street
New York
$338M 6,111,975 +4,653,017 +319%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$320M 5,777,738 +453,672 +9%
Creative Planning
9
Creative Planning
Kansas
$317M 5,735,271 +188,452 +3%
UBS Group
10
UBS Group
Switzerland
$216M 3,900,887 +421,274 +12%
Wells Fargo
11
Wells Fargo
California
$176M 3,178,196 +25,033 +0.8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$168M 3,032,471 +1,138,074 +60%
Bank of America
13
Bank of America
North Carolina
$137M 2,483,554 +288,158 +13%
Vanguard Group
14
Vanguard Group
Pennsylvania
$97.4M 1,762,173 +7,561 +0.4%
SEI Investments
15
SEI Investments
Pennsylvania
$81.8M 1,479,738 +271 +0%
ACA
16
Ackerman Capital Advisors
Texas
$79.8M 1,443,042 +44,006 +3%
US Bancorp
17
US Bancorp
Minnesota
$68.8M 1,243,713 +60,518 +5%
Ameriprise
18
Ameriprise
Minnesota
$66.9M 985,762 -222,884 -18%
RWP
19
RWA Wealth Partners
Massachusetts
$64.8M 1,172,679 +34,006 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$62.6M 1,132,122 +118,069 +12%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$56.7M 1,025,750 +7,042 +0.7%
CCWA
22
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$56.3M 1,018,113 -18,229 -2%
LPL Financial
23
LPL Financial
California
$55.5M 1,003,721 +150,872 +18%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$53.5M 967,971 +55,164 +6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$48.7M 881,290 +186,166 +27%
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