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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 %
IWM
251
IHT Wealth Management
Illinois
$2.69M +$2.1M +43,557 +357%
JWCA
252
J.W. Cole Advisors
Florida
$2.67M -$102K -2,124 -4%
CCMD
253
Cypress Capital Management (Delaware)
Delaware
$2.64M +$1.75M +36,350 +196%
GEA
254
Glen Eagle Advisors
New Jersey
$2.61M -$88.9K -1,847 -3%
BC
255
Bartlett & Co
Ohio
$2.59M +$120K +2,494 +5%
BCWM
256
Bartlett & Co Wealth Management
Ohio
$2.59M +$120K +2,494 +5%
DWM
257
Dakota Wealth Management
Florida
$2.57M +$863K +17,930 +51%
MIAN
258
Mariner Independent Advisor Network
Kansas
$2.56M -$2.05M -42,500 -44%
SWM
259
Spire Wealth Management
Virginia
$2.53M -$1.01M -21,022 -29%
PAS
260
Park Avenue Securities
New York
$2.51M -$1.35M -28,017 -35%
EGA
261
Eagle Global Advisors
Texas
$2.49M +$89K +1,850 +4%
RWI
262
Red Wave Investments
Pennsylvania
$2.49M -$193K -4,019 -7%
TCM
263
Traynor Capital Management
Pennsylvania
$2.49M -$61.9K -1,286 -2%
SWRP
264
Summit Wealth & Retirement Planning
California
$2.48M -$3.18M -66,087 -56%
HPWM
265
High Pines Wealth Management
Massachusetts
$2.44M -$258K -5,349 -10%
HWMG
266
Hurlow Wealth Management Group
Indiana
$2.42M +$604K +12,540 +33%
BA
267
Bristlecone Advisors
Washington
$2.39M +$1.74M +36,137 +266%
HDIM
268
Hanson & Doremus Investment Management
Vermont
$2.39M -$29.1K -604 -1%
WCA
269
Westover Capital Advisors
Delaware
$2.38M +$186K +3,870 +8%
CFB
270
Cullen/Frost Bankers
Texas
$2.36M – – –
CWA
271
Consilio Wealth Advisors
Washington
$2.36M +$2.36M +49,050 New
NG
272
Northstar Group
New York
$2.36M -$235K -4,877 -9%
LNWTC
273
Laird Norton Wetherby Trust Company
Washington
$2.33M +$690K +14,342 +42%
RVPG
274
Relative Value Partners Group
$2.31M -$1.03M -21,396 -31%
MFA
275
Mayflower Financial Advisors
Massachusetts
$2.29M +$41.9K +870 +2%
9 10
11
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