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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

855 hedge funds and large institutions have $18.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+99
Holders Change %
+13.1%
% of All Funds
13.79%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.37%
New
204
Increased
330
Reduced
264
Closed
89
Calls
$91K
Puts
$436K
Net Calls
-$345K
Net Calls Change
-$392K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.28B
3
RWP
3
RWA Wealth Partners
Massachusetts
$339M
4
SEI Investments
4
SEI Investments
Pennsylvania
$412M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
ACA
2
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
3
Karpus Investment Management
New York
$0
4
BF
4
Brooklyn FI
New York
$9.56M
5
MA
5
Mosaic Advisors
Texas
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWM
226
McGlone Suttner Wealth Management
Wisconsin
$4.31M +$4.31M +87,169 New
TCB
227
Texas Capital Bancshares
Texas
$4.22M +$2.29M +46,220 +119%
TC
228
TAGStone Capital
North Carolina
$4.21M +$555K +11,221 +15%
NL
229
NWAM LLC
Washington
$4.17M +$2.44M +49,297 +141%
AIS
230
American Investment Services
Massachusetts
$4.17M -$354K -7,143 -8%
ST
231
Smithfield Trust
Pennsylvania
$4.15M -$212K -4,279 -5%
CFA
232
Capstone Financial Advisors
Illinois
$4.12M +$2.23M +45,086 +118%
DI
233
DFPG Investments
Utah
$4.1M +$4.1M +81,528 New
AA
234
Alesco Advisors
New York
$4.08M -$369K -7,460 -8%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$4.06M -$3.18M -64,309 -44%
RT
236
Rockland Trust
Massachusetts
$4.06M +$384K +7,767 +10%
SP
237
Symmetry Partners
Connecticut
$4.05M -$386K -7,802 -9%
WTC
238
WhitTier Trust Company
Nevada
$4.03M -$742K -14,988 -16%
BC
239
Bowman & Company
Wisconsin
$4.02M +$166K +3,352 +4%
CFD
240
Creative Financial Designs
Indiana
$4M -$226K -4,564 -5%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$4M -$810K -16,349 -17%
WFA
242
Websterrogers Financial Advisors
South Carolina
$3.99M +$144K +2,908 +4%
MFS
243
McNamara Financial Services
Massachusetts
$3.99M +$158K +3,194 +4%
I
244
INVST
Indiana
$3.98M -$596K -11,718 -13%
IWC
245
Integrated Wealth Concepts
Massachusetts
$3.97M +$2.1M +42,354 +112%
TCM
246
TD Capital Management
Tennessee
$3.95M -$1.08M -21,807 -21%
TIM
247
Tortoise Investment Management
New York
$3.9M -$291K -5,886 -7%
CA
248
Clearstead Advisors
Ohio
$3.86M +$3.33M +67,364 +639%
CAAS
249
Capital Asset Advisory Services
Michigan
$3.83M +$3.83M +77,362 New
SF
250
Summit Financial
New Jersey
$3.82M +$3.29M +66,511 +618%
8 9
10
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