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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

855 hedge funds and large institutions have $18.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 89 closing their positions.

Holders
855
Holders Change
+99
Holders Change %
+13.1%
% of All Funds
13.8%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.37%
New
204
Increased
330
Reduced
264
Closed
89
Calls
$91K
Puts
$436K
Net Calls
-$345K
Net Calls Change
-$392K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.28B
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$237M
4
RWP
4
RWA Wealth Partners
Massachusetts
$339M
5
SEI Investments
5
SEI Investments
Pennsylvania
$412M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
ACA
2
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
3
Karpus Investment Management
New York
$0
4
BF
4
Brooklyn FI
New York
$9.56M
5
MA
5
Mosaic Advisors
Texas
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.02B 60,925,768 +51,877,698 +573%
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.39B 28,033,482 -7,451,045 -21%
CSIA
3
Charles Schwab Investment Advisory
California
$1.28B 25,773,158 +9,119,195 +55%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1B 20,304,044 +3,121,613 +18%
Creative Planning
5
Creative Planning
Kansas
$967M 19,531,726 +1,030,407 +6%
RJA
6
Raymond James & Associates
Florida
$696M 14,070,357 +176,510 +1%
Morgan Stanley
7
Morgan Stanley
New York
$527M 10,646,326 +494,118 +5%
UBS Group
8
UBS Group
Switzerland
$434M 8,760,192 +1,520,973 +21%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$423M 8,542,884 +2,039,645 +31%
SEI Investments
10
SEI Investments
Pennsylvania
$412M 8,322,159 +3,162,372 +61%
Northern Trust
11
Northern Trust
Illinois
$397M 8,024,244 +1,734,916 +28%
RWP
12
RWA Wealth Partners
Massachusetts
$339M 6,744,196 +4,488,039 +199%
OWM
13
Orgel Wealth Management
Wisconsin
$319M 6,443,687 +1,397,824 +28%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$281M 5,684,844 +1,002,804 +21%
Wells Fargo
15
Wells Fargo
California
$279M 5,631,368 +905,984 +19%
AL
16
Aspiriant LLC
California
$267M 5,392,444 +734,786 +16%
Bank of America
17
Bank of America
North Carolina
$265M 5,353,046 +1,143,805 +27%
SCM
18
SCS Capital Management
Massachusetts
$242M 4,882,952 +530,455 +12%
TF
19
TIAA FSB
Florida
$238M 4,809,797 +2,119,374 +79%
Corient Private Wealth
20
Corient Private Wealth
Florida
$237M 4,795,853 +4,795,853 New
Franklin Resources
21
Franklin Resources
California
$150M 3,040,314 +3,040,314 New
US Bancorp
22
US Bancorp
Minnesota
$140M 2,829,821 +1,206,903 +74%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$133M 2,693,217 +1,202,395 +81%
Osaic Holdings
24
Osaic Holdings
Arizona
$128M 2,589,389 +769,786 +42%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$122M 2,457,514 +948,578 +63%
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