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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
$421M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
Bank of America
North Carolina
$198M
5
Jane Street
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.58B
2
SCM
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
4
WT
Washington Trust
Rhode Island
$18K
5
PAG
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
251
Bowman & Company
Wisconsin
$2.1M +$2.1M +38,199 New
BCM
252
Brookstone Capital Management
Illinois
$2.09M -$115K -2,099 -5%
FCG
253
Financial Connections Group
California
$2.08M +$2.08M +37,934 New
THWM
254
Taylor Hoffman Wealth Management
Virginia
$2.08M +$206K +3,755 +11%
CM
255
Columbus Macro
Pennsylvania
$2.06M +$8.89K +162 +0.4%
NSIM
256
North Star Investment Management
Illinois
$2.04M +$1.21M +22,050 +147%
EIA
257
Eldridge Investment Advisors
New Hampshire
$2.03M -$144K -2,629 -7%
ARC
258
Advisor Resource Council
Texas
$2.02M +$2.02M +36,805 New
VPIM
259
Vanguard Personalized Indexing Management
California
$2.02M -$99.6K -1,813 -5%
Northern Trust
260
Northern Trust
Illinois
$2.01M +$286K +520,275 +17%
BWA
261
BDO Wealth Advisors
Florida
$1.97M -$54.9K -1,000 -3%
CA
262
Cetera Advisors
Colorado
$1.97M -$191K -3,475 -9%
PP
263
PrairieView Partners
Minnesota
$1.96M +$193K +3,510 +11%
RWA
264
Redhawk Wealth Advisors
Minnesota
$1.95M – – –
MIAN
265
Mariner Independent Advisor Network
Kansas
$1.94M -$76.3K -1,390 -4%
MA
266
Mutual Advisors
Nebraska
$1.94M +$427K +7,783 +28%
CAM
267
Caprin Asset Management
Virginia
$1.94M +$6.64K +121 +0.3%
TA
268
Trellis Advisors
Washington
$1.93M +$206K +3,757 +12%
DWM
269
Dakota Wealth Management
Florida
$1.93M +$401K +7,300 +26%
WFA
270
Wade Financial Advisory
California
$1.91M +$104K +1,900 +6%
BWA
271
Burt Wealth Advisors
Maryland
$1.91M +$189K +3,445 +11%
EFS
272
Econ Financial Services
Pennsylvania
$1.9M +$1.9M +34,571 New
IWS
273
Insight Wealth Strategies
California
$1.84M +$1.84M +33,570 New
ML
274
Mayport LLC
Massachusetts
$1.82M +$1.82M +33,106 New
JFA
275
Johanson Financial Advisors
California
$1.8M +$94.3K +1,718 +6%
9 10
11
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