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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.66%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$370M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.46B
4
Members Trust
4
Members Trust
Florida
$93M
5
Creative Planning
5
Creative Planning
Kansas
$1.03B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$940M
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.31B
3
SCM
3
SCS Capital Management
Massachusetts
$169M
4
Barclays
4
Barclays
United Kingdom
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.42B 71,018,853 +11,344,416 +19%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.46B 30,445,832 +4,251,230 +16%
CSIA
3
Charles Schwab Investment Advisory
California
$1.31B 27,330,896 -8,010,125 -23%
Creative Planning
4
Creative Planning
Kansas
$1.03B 21,496,140 +1,742,080 +9%
Wealthfront Advisers
5
Wealthfront Advisers
California
$940M 19,545,719 -12,167,683 -38%
RJA
6
Raymond James & Associates
Florida
$816M 16,966,655 +441,023 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$746M 15,508,116 +1,498,184 +11%
Morgan Stanley
8
Morgan Stanley
New York
$564M 11,719,618 +425,933 +4%
Northern Trust
9
Northern Trust
Illinois
$531M 11,048,485 +984,347 +10%
OWM
10
Orgel Wealth Management
Wisconsin
$452M 9,389,307 -4,011 -0%
SEI Investments
11
SEI Investments
Pennsylvania
$444M 9,226,218 +1,584,755 +21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$371M 7,719,295 +554,105 +8%
TIAA Trust, National Association
13
TIAA Trust, National Association
North Carolina
$370M 7,687,219 +7,687,219 New
RWP
14
RWA Wealth Partners
Massachusetts
$358M 7,452,004 +264,847 +4%
UBS Group
15
UBS Group
Switzerland
$347M 7,207,201 -443,665 -6%
Wells Fargo
16
Wells Fargo
California
$312M 6,490,980 +584,323 +10%
Bank of America
17
Bank of America
North Carolina
$290M 6,036,164 -63,958 -1%
Corient Private Wealth
18
Corient Private Wealth
Florida
$218M 4,542,006 -25,137 -0.6%
AL
19
Aspiriant LLC
California
$205M 4,265,321 +319,585 +8%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$205M 4,255,426 +463,172 +12%
Franklin Resources
21
Franklin Resources
California
$183M 3,811,012 +296,371 +8%
SCM
22
SCS Capital Management
Massachusetts
$169M 3,503,782 -1,397,051 -29%
US Bancorp
23
US Bancorp
Minnesota
$156M 3,236,136 +245,263 +8%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$128M 2,669,456 +150,639 +6%
Mariner
25
Mariner
Kansas
$125M 2,597,673 +135,766 +6%
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