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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

765 hedge funds and large institutions have $12.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 270 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
765
Holders Change
+33
Holders Change %
+4.51%
% of All Funds
12.94%
Holding in Top 10
67
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+39.58%
% of All Funds
1.13%
New
125
Increased
270
Reduced
284
Closed
83
Calls
$53K
Puts
$514K
Net Calls
-$461K
Net Calls Change
-$461K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$467M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$400M
3
AL
Aspiriant LLC
California
+$266M
4
OWM
Orgel Wealth Management
Wisconsin
+$244M
5
Creative Planning
Creative Planning
Kansas
+$228M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$428M
2
SEI Investments
SEI Investments
Pennsylvania
-$153M
3
DY
Dowling & Yahnke
California
-$44.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$40.1M
5
OMC
Old Mission Capital
Illinois
-$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
226
LVW Advisors
New York
$3.42M -$153K -3,069 -4%
CAG
227
Compass Advisory Group
New York
$3.4M -$849K -17,014 -20%
GIA
228
Goodwin Investment Advisory
Georgia
$3.4M +$1.71M +34,256 +101%
PIFP
229
Partners in Financial Planning
Virginia
$3.39M +$2.23M +45,171 +192%
OFP
230
OLIO Financial Planning
Virginia
$3.38M +$2.35M +47,110 +228%
TCM
231
TD Capital Management
Tennessee
$3.36M +$1.36M +27,214 +68%
BC
232
Bowman & Company
Wisconsin
$3.32M +$928K +18,592 +39%
RW
233
Rede Wealth
Virginia
$3.29M +$3.29M +65,954 New
FCM
234
Firestone Capital Management
Florida
$3.28M -$756K -15,153 -19%
PFM
235
Phillips Financial Management
Indiana
$3.27M -$2.07M -41,422 -39%
EWM
236
Executive Wealth Management
Michigan
$3.2M -$32.2K -646 -1%
MWP
237
Meridian Wealth Partners
Pennsylvania
$3.18M -$24.4M -488,882 -88%
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$3.16M -$3.27M – –
GWM
239
Grand Wealth Management
Michigan
$3.14M -$1.08M -21,727 -26%
SWA
240
Stratos Wealth Advisors
Ohio
$3.1M -$61.1K -1,224 -2%
PJSIMP
241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.08M +$2.03M +40,499 +195%
AIM
242
Alhambra Investment Management
Florida
$3.07M +$630K +12,629 +26%
CT
243
Coastline Trust
Rhode Island
$3.06M -$2.18M -43,610 -42%
WEG
244
World Equity Group
Illinois
$3.06M -$417K -8,344 -12%
LBC
245
Lowe Brockenbrough & Co
Virginia
$3.04M – – –
RCA
246
Resonant Capital Advisors
Wisconsin
$3M -$772K -15,469 -20%
AWM
247
AE Wealth Management
Kansas
$2.98M +$90.1K +1,805 +3%
VWA
248
Visionary Wealth Advisors
Illinois
$2.96M -$3.21M -64,205 -52%
CFD
249
Creative Financial Designs
Indiana
$2.95M -$1.28M -25,645 -30%
LW
250
Linscomb Wealth
Texas
$2.94M +$955K +19,139 +48%
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