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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$68.9M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$66.2M
3
CSIA
Charles Schwab Investment Advisory
California
+$56.9M
4
Bank of America
Bank of America
North Carolina
+$48.6M
5
Jane Street
Jane Street
New York
+$48M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$141M
2
SCM
SCS Capital Management
Massachusetts
-$23.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.6M
4
WT
Washington Trust
Rhode Island
-$17.9M
5
PAG
Private Advisor Group
New Jersey
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
226
WBH Advisory
Maryland
$2.49M +$76K +1,385 +3%
ZF
227
Zhang Financial
Michigan
$2.47M – – –
CPO
228
Cerity Partners OCIO
New York
$2.42M -$4.01K -73 -0.2%
ASN
229
Advisory Services Network
Georgia
$2.4M -$533K -9,701 -18%
MAP
230
Milestone Advisory Partners
North Carolina
$2.39M +$396K +7,218 +20%
NFG
231
Next Financial Group
Texas
$2.39M +$1.52M +27,742 +175%
GIM
232
Greenwich Investment Management
Connecticut
$2.39M +$2.39M +43,590 New
CCT
233
Country Club Trust
Missouri
$2.39M -$95.9K -1,747 -4%
CCFM
234
Clear Creek Financial Management
Washington
$2.38M -$173K -3,142 -7%
YIA
235
YHB Investment Advisors
Connecticut
$2.36M -$317K -5,770 -12%
PAS
236
Park Avenue Securities
New York
$2.3M +$1.03M +18,775 +81%
NGA
237
Naples Global Advisors
Florida
$2.29M -$1.37K -25 -0.1%
BF
238
BOK Financial
Oklahoma
$2.28M – – –
SFG
239
Snider Financial Group
Washington
$2.2M +$30.1K +548 +1%
CAWM
240
Capital Advisors Wealth Management
Washington
$2.2M +$630K +11,466 +40%
BDF
241
Black Diamond Financial
Maryland
$2.19M – – –
CIP
242
Capital Insight Partners
Arizona
$2.19M +$440K +8,020 +25%
FPOC
243
Financial Planners of Cleveland
Ohio
$2.18M +$2.18M +40,072 New
SAM
244
S.A. Mason
Michigan
$2.17M – – –
EA
245
Elm Advisors
California
$2.16M – – –
CP
246
Corbenic Partners
Pennsylvania
$2.14M +$10.8K +196 +0.5%
CAM
247
Cresset Asset Management
Illinois
$2.13M +$1.38M +25,099 +183%
William Blair & Company
248
William Blair & Company
Illinois
$2.12M +$8.18K +149 +0.4%
KeyBank National Association
249
KeyBank National Association
Ohio
$2.11M +$46.2K +841 +2%
DC
250
Davenport & Co
Virginia
$2.1M +$20.2K +368 +1%
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