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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$280M
2
Creative Planning
Creative Planning
Kansas
+$273M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$172M
4
DY
Dowling & Yahnke
California
+$152M
5
Jane Street
Jane Street
New York
+$152M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$344M
2
CSIA
Charles Schwab Investment Advisory
California
-$133M
3
ACA
Ackerman Capital Advisors
Texas
-$69.1M
4
LP
LGL Partners
Pennsylvania
-$27.8M
5
FWM
FFT Wealth Management
Pennsylvania
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
226
Goodman Advisory Group
Massachusetts
$2.97M +$2.41M +46,819 +433%
NG
227
Northstar Group
New York
$2.97M -$25.2K -488 -0.8%
Baird Financial Group
228
Baird Financial Group
Wisconsin
$2.94M +$1.32M +25,628 +82%
WFA
229
Websterrogers Financial Advisors
South Carolina
$2.9M -$3.53M -68,469 -55%
MLA
230
My Legacy Advisors
Oregon
$2.74M +$2.74M +53,124 New
CFB
231
Cullen/Frost Bankers
Texas
$2.7M -$8.92K -173 -0.3%
MFS
232
McNamara Financial Services
Massachusetts
$2.67M +$45K +872 +2%
LB
233
Leo Brokerage
Texas
$2.67M +$2.67M +51,774 New
ZF
234
Zhang Financial
Michigan
$2.6M +$275K +5,336 +12%
PCWA
235
Pacific Capital Wealth Advisors
California
$2.58M +$1.29K +25 +0%
AFS
236
Annapolis Financial Services
Maryland
$2.58M -$2.27M -44,017 -47%
AAS
237
Ameritas Advisory Services
Nebraska
$2.56M +$5.82K +113 +0.2%
SF
238
Summit Financial
New Jersey
$2.52M +$2.52M +48,872 New
AIM
239
Alhambra Investment Management
Florida
$2.52M +$1.42M +27,520 +129%
RIM
240
Rockbridge Investment Management
New York
$2.51M +$2.05M +39,814 +447%
EFG
241
Everhart Financial Group
Ohio
$2.5M +$2.16M +41,837 +622%
MFA
242
Mayflower Financial Advisors
Massachusetts
$2.48M +$90.4K +1,753 +4%
BP
243
BBR Partners
New York
$2.48M +$2.48M +48,143 New
BC
244
Bowman & Company
Wisconsin
$2.47M +$500K +9,707 +25%
EWA
245
EP Wealth Advisors
California
$2.46M +$1.16M +22,426 +88%
KMWM
246
Keudell/Morrison Wealth Management
Oregon
$2.45M +$2.45M +47,538 New
RWA
247
RGT Wealth Advisors
Texas
$2.43M +$8.61K +167 +0.4%
BCWM
248
Bartlett & Co Wealth Management
Ohio
$2.38M -$75.5K -1,465 -3%
BC
249
Bartlett & Co
Ohio
$2.38M -$75.5K -1,465 -3%
FCG
250
Financial Connections Group
California
$2.38M +$423K +8,198 +22%
8 9
10
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