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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 %
VT
251
Vise Technologies
New York
$2.92M +$1.55M +30,963 +112%
WC
252
Wealth CMT
New Jersey
$2.91M +$683K +13,672 +31%
Northern Trust
253
Northern Trust
Illinois
$2.89M +$648K +1,298,482 +29%
JWCA
254
J.W. Cole Advisors
Florida
$2.87M -$1.21M -24,185 -30%
MA
255
Mutual Advisors
Nebraska
$2.86M +$914K +18,315 +47%
RFO
256
RiverGlades Family Offices
Florida
$2.84M -$402K -8,055 -12%
HPWM
257
High Pines Wealth Management
Massachusetts
$2.8M -$370K -7,407 -12%
GEA
258
Glen Eagle Advisors
New Jersey
$2.8M -$399K -7,993 -12%
BF
259
BOK Financial
Oklahoma
$2.8M +$815K +16,329 +41%
GVAG
260
Great Valley Advisor Group
Delaware
$2.79M -$560K -11,221 -17%
RWI
261
Red Wave Investments
Pennsylvania
$2.78M -$2.47M -49,575 -47%
CAN
262
Cetera Advisor Networks
California
$2.75M -$1.16M -23,252 -30%
NG
263
Northstar Group
New York
$2.69M -$189K -3,781 -7%
TIM
264
Tortoise Investment Management
New York
$2.66M +$1.46M +29,333 +122%
TCM
265
Traynor Capital Management
Pennsylvania
$2.65M -$480K -9,615 -15%
APIM
266
Agate Pass Investment Management
Washington
$2.62M -$490K -9,820 -16%
BC
267
Bartlett & Co
Ohio
$2.56M +$253K +5,072 +11%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$2.56M +$253K +5,072 +11%
CFS
269
Cannon Financial Strategists
Georgia
$2.54M +$2.54M +50,967 New
HDIM
270
Hanson & Doremus Investment Management
Vermont
$2.51M -$1.15M -23,009 -31%
SFO
271
Stokes Family Office
Louisiana
$2.51M +$816K +16,343 +48%
AAS
272
Ameritas Advisory Services
Nebraska
$2.5M +$20.9K +419 +0.8%
EGA
273
Eagle Global Advisors
Texas
$2.49M -$1.33M -26,685 -35%
PCWA
274
Pacific Capital Wealth Advisors
California
$2.47M -$26K -520 -1%
RT
275
Rockland Trust
Massachusetts
$2.47M +$2.47M +49,554 New
9 10
11
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