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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

888 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 387 increasing their positions, 303 reducing their positions, and 56 closing their positions.

Holders
888
Holders Change
+13
Holders Change %
+1.49%
% of All Funds
14.01%
Holding in Top 10
83
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
75
Increased
387
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.59B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$704M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.32B
4
PCIA
4
Prime Capital Investment Advisors
Kansas
$116M
5
OWM
5
Orgel Wealth Management
Wisconsin
$472M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$2.43M
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.43M
3
SCM
3
SCS Capital Management
Massachusetts
$246M
4
BCM
4
BlueCrest Capital Management
Jersey
$0
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3B 59,674,437 +1,671,150 +3%
CSIA
2
Charles Schwab Investment Advisory
California
$1.77B 35,341,021 +509,600 +1%
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.59B 31,713,402 +5,970,904 +23%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.32B 26,194,602 +2,240,699 +9%
Creative Planning
5
Creative Planning
Kansas
$992M 19,754,060 -201,003 -1%
RJA
6
Raymond James & Associates
Florida
$830M 16,525,632 +939,417 +6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$704M 14,009,932 +3,003,668 +27%
Morgan Stanley
8
Morgan Stanley
New York
$567M 11,293,685 +583,579 +5%
Northern Trust
9
Northern Trust
Illinois
$505M 10,064,138 +400,180 +4%
OWM
10
Orgel Wealth Management
Wisconsin
$472M 9,393,318 +1,720,648 +22%
UBS Group
11
UBS Group
Switzerland
$384M 7,650,866 +131,769 +2%
SEI Investments
12
SEI Investments
Pennsylvania
$384M 7,641,463 -394,454 -5%
RWP
13
RWA Wealth Partners
Massachusetts
$361M 7,187,157 +211,653 +3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$360M 7,165,190 +1,058,329 +17%
Bank of America
15
Bank of America
North Carolina
$306M 6,100,122 +189,079 +3%
TF
16
TIAA FSB
Florida
$304M 6,047,111 +408,323 +7%
Wells Fargo
17
Wells Fargo
California
$297M 5,906,657 -205,654 -3%
SCM
18
SCS Capital Management
Massachusetts
$246M 4,900,833 -680,293 -12%
Corient Private Wealth
19
Corient Private Wealth
Florida
$229M 4,567,143 +1,548 +0%
AL
20
Aspiriant LLC
California
$198M 3,945,736 -71,225 -2%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$190M 3,792,254 +747,137 +25%
Franklin Resources
22
Franklin Resources
California
$177M 3,514,641 -210,866 -6%
US Bancorp
23
US Bancorp
Minnesota
$150M 2,990,873 +114,433 +4%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$126M 2,518,817 +177,083 +8%
Mariner
25
Mariner
Kansas
$124M 2,461,907 +214,052 +10%
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