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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 %
MAP
251
Milestone Advisory Partners
North Carolina
$2.37M +$122K +2,360 +5%
LI
252
LMCG Investments
Massachusetts
$2.37M +$2.37M +45,919 New
HPA
253
High Probability Advisors
New York
$2.35M -$189K -3,657 -7%
MFG
254
MidWestOne Financial Group
Iowa
$2.34M +$1.11M +21,600 +91%
Northern Trust
255
Northern Trust
Illinois
$2.31M +$427K +827,670 +23%
MWA
256
Martel Wealth Advisors
Washington
$2.31M +$1.63M +29,521 +238%
WC
257
Wealth CMT
New Jersey
$2.3M +$1.99M +38,670 +654%
GIM
258
Greenwich Investment Management
Connecticut
$2.25M – – –
GDP
259
Great Diamond Partners
Maine
$2.21M -$535K -10,385 -20%
HI
260
Hendershot Investments
Virginia
$2.19M -$352K -6,827 -14%
CCFM
261
Clear Creek Financial Management
Washington
$2.18M -$46.8K -907 -2%
CPO
262
Cerity Partners OCIO
New York
$2.18M -$93.7K -1,818 -4%
PP
263
PDS Planning
Ohio
$2.17M +$1.59M +30,889 +277%
EFS
264
Econ Financial Services
Pennsylvania
$2.16M +$379K +7,344 +21%
THWM
265
Taylor Hoffman Wealth Management
Virginia
$2.16M +$207K +4,012 +11%
NGA
266
Naples Global Advisors
Florida
$2.14M -$10.3K -200 -0.5%
PAS
267
Park Avenue Securities
New York
$2.14M -$23.2K -450 -1%
SFG
268
Snider Financial Group
Washington
$2.13M +$62.8K +1,218 +3%
CCB
269
Country Club Bank
Missouri
$2.09M +$2.09M +40,656 New
CWM
270
Cornerstone Wealth Management
Missouri
$2.08M -$809K -15,698 -28%
TCM
271
TD Capital Management
Tennessee
$2.07M +$1.7M +32,891 +458%
WFA
272
Wade Financial Advisory
California
$2.05M +$257K +4,991 +14%
LW
273
Linscomb Wealth
Texas
$2.05M -$915K -17,754 -31%
BF
274
BOK Financial
Oklahoma
$2.05M -$92K -1,784 -4%
SAM
275
S.A. Mason
Michigan
$2.04M – – –
9 10
11
12 13