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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

756 hedge funds and large institutions have $12.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 314 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
13.07%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.33%
New
80
Increased
314
Reduced
262
Closed
81
Calls
$875K
Puts
$828K
Net Calls
+$47K
Net Calls Change
+$508K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.71B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$436M
3
RJA
Raymond James & Associates
Florida
$669M
4
SCM
SCS Capital Management
Massachusetts
$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$313M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$802M
2
Jane Street
Jane Street
New York
$0
3
FG
Foster Group
Iowa
$5.13M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$42.1M
5
PAG
Private Advisor Group
New Jersey
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
226
Alhambra Investment Management
Florida
$3.16M +$204K +4,248 +7%
PJSIMP
227
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.16M +$223K +4,654 +8%
BF
228
BOK Financial
Oklahoma
$3.16M +$460K +9,550 +17%
RCM
229
Robinson Capital Management
Michigan
$3.15M +$3.15M +65,425 New
LCM
230
Liberty Capital Management
Michigan
$3.14M -$189K -3,929 -6%
WPWM
231
Windward Private Wealth Management
Kansas
$3.13M +$3.13M +65,015 New
MA
232
Mutual Advisors
Nebraska
$3.08M +$329K +6,828 +12%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$3.05M -$3.16M – –
Northern Trust
234
Northern Trust
Illinois
$3.03M +$242K +502,448 +9%
WEG
235
World Equity Group
Illinois
$3.01M +$60.6K +1,258 +2%
CAG
236
Compass Advisory Group
New York
$3M -$275K -5,719 -8%
SI
237
Stephens Inc
Arkansas
$2.95M -$930K -19,323 -24%
LBC
238
Lowe Brockenbrough & Co
Virginia
$2.94M +$7.22K +150 +0.2%
OFP
239
OLIO Financial Planning
Virginia
$2.93M -$337K -7,008 -10%
VWA
240
Visionary Wealth Advisors
Illinois
$2.91M +$50K +1,038 +2%
CAN
241
Cetera Advisor Networks
California
$2.9M +$245K +5,090 +9%
GIA
242
Goodwin Investment Advisory
Georgia
$2.88M -$394K -8,188 -12%
FWI
243
Facet Wealth Inc
Maryland
$2.85M -$63.9M -1,341,203 -96%
1CP
244
1607 Capital Partners
Virginia
$2.85M +$2.85M +59,100 New
AAS
245
Ameritas Advisory Services
Nebraska
$2.76M +$355K +7,367 +15%
SW
246
SteelPeak Wealth
California
$2.76M -$735K -15,261 -21%
RA
247
RFG Advisory
Alabama
$2.73M -$3.23M -67,514 -54%
HPA
248
High Probability Advisors
New York
$2.72M +$909K +18,884 +50%
HIM
249
Hanlon Investment Management
New Jersey
$2.69M +$613K +12,735 +29%
AWM
250
AE Wealth Management
Kansas
$2.69M -$182K -3,784 -6%
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