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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

875 hedge funds and large institutions have $19.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 389 increasing their positions, 263 reducing their positions, and 55 closing their positions.

Holders
875
Holders Change
+20
Holders Change %
+2.34%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.35%
% of All Funds
1.33%
New
99
Increased
389
Reduced
263
Closed
55
Calls
$1.54M
Puts
$1.75M
Net Calls
-$210K
Net Calls Change
+$135K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.76B
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$558M
4
Northern Trust
4
Northern Trust
Illinois
$490M
5
RJA
5
Raymond James & Associates
Florida
$790M

Top Sellers

1
WAG
1
Winthrop Advisory Group
Massachusetts
$64.3M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.94B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B
4
HCC
4
Hirtle Callaghan & Co
Pennsylvania
$22M
5
AL
5
Aspiriant LLC
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$2.94B 58,003,287 -2,922,481 -5%
CSIA
2
Charles Schwab Investment Advisory
California
$1.76B 34,831,421 +9,058,263 +35%
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.3B 25,742,498 -2,290,984 -8%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.21B 23,953,903 +3,649,859 +18%
Creative Planning
5
Creative Planning
Kansas
$1.01B 19,955,063 +423,337 +2%
RJA
6
Raymond James & Associates
Florida
$790M 15,586,215 +1,515,858 +11%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$558M 11,006,264 +2,463,380 +29%
Morgan Stanley
8
Morgan Stanley
New York
$543M 10,710,106 +63,780 +0.6%
Northern Trust
9
Northern Trust
Illinois
$490M 9,663,958 +1,639,714 +20%
SEI Investments
10
SEI Investments
Pennsylvania
$407M 8,035,917 -286,242 -3%
OWM
11
Orgel Wealth Management
Wisconsin
$389M 7,672,670 +1,228,983 +19%
UBS Group
12
UBS Group
Switzerland
$381M 7,519,097 -1,241,095 -14%
RWP
13
RWA Wealth Partners
Massachusetts
$353M 6,975,504 +231,308 +3%
Wells Fargo
14
Wells Fargo
California
$310M 6,112,311 +480,943 +9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$309M 6,106,861 +422,017 +7%
Bank of America
16
Bank of America
North Carolina
$299M 5,911,043 +557,997 +10%
TF
17
TIAA FSB
Florida
$286M 5,638,788 +828,991 +17%
SCM
18
SCS Capital Management
Massachusetts
$283M 5,581,126 +698,174 +14%
Corient Private Wealth
19
Corient Private Wealth
Florida
$231M 4,565,595 -230,258 -5%
AL
20
Aspiriant LLC
California
$203M 4,016,961 -1,375,483 -26%
Franklin Resources
21
Franklin Resources
California
$189M 3,725,507 +685,193 +23%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$154M 3,045,117 +587,603 +24%
US Bancorp
23
US Bancorp
Minnesota
$146M 2,876,440 +46,619 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$127M 2,496,086 -93,303 -4%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$120M 2,366,612 -326,605 -12%
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