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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.62%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.41B
2
Morgan Stanley
2
Morgan Stanley
New York
$1.27B
3
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.27B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$979M
5
Creative Planning
5
Creative Planning
Kansas
$1.26B

Top Sellers

1
OWM
1
Orgel Wealth Management
Wisconsin
$93.7M
2
RWP
2
RWA Wealth Partners
Massachusetts
$156M
3
WAG
3
Winthrop Advisory Group
Massachusetts
$8.28M
4
MWM
4
Merriman Wealth Management
Washington
$41M
5
UBS Group
5
UBS Group
Switzerland
$324M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.41B 86,382,971 +15,364,118 +22%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.67B 32,791,913 +2,346,081 +8%
CSIA
3
Charles Schwab Investment Advisory
California
$1.44B 28,152,423 +821,527 +3%
Morgan Stanley
4
Morgan Stanley
New York
$1.27B 24,917,102 +13,197,484 +113%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.27B 24,823,975 +5,278,256 +27%
Creative Planning
6
Creative Planning
Kansas
$1.26B 24,754,352 +3,258,212 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$979M 19,168,471 +3,660,355 +24%
RJA
8
Raymond James & Associates
Florida
$880M 17,233,955 +267,300 +2%
Northern Trust
9
Northern Trust
Illinois
$598M 11,720,572 +672,087 +6%
SEI Investments
10
SEI Investments
Pennsylvania
$564M 11,046,583 +1,820,365 +20%
TIAA Trust, National Association
11
TIAA Trust, National Association
North Carolina
$558M 10,933,323 +3,246,104 +42%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$427M 8,355,301 +636,006 +8%
Bank of America
13
Bank of America
North Carolina
$407M 7,974,786 +1,938,622 +32%
Wells Fargo
14
Wells Fargo
California
$376M 7,372,643 +881,663 +14%
UBS Group
15
UBS Group
Switzerland
$324M 6,350,760 -856,441 -12%
AL
16
Aspiriant LLC
California
$281M 5,505,055 +1,239,734 +29%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$237M 4,636,091 +380,665 +9%
Corient Private Wealth
18
Corient Private Wealth
Florida
$231M 4,528,055 -13,951 -0.3%
US Bancorp
19
US Bancorp
Minnesota
$197M 3,852,897 +616,761 +19%
Franklin Resources
20
Franklin Resources
California
$193M 3,786,403 -24,609 -0.6%
RWP
21
RWA Wealth Partners
Massachusetts
$156M 3,053,991 -4,398,013 -59%
Ameriprise
22
Ameriprise
Minnesota
$153M 2,994,669 +513,928 +21%
Cerity Partners
23
Cerity Partners
New York
$147M 2,882,536 +1,305,680 +83%
SCM
24
SCS Capital Management
Massachusetts
$144M 2,814,204 -689,578 -20%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$136M 2,671,408 +1,952 +0.1%
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