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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 %
FC
251
Fiduciary Counselling
Minnesota
$3.8M -$6.15M -124,234 -62%
DB
252
Dravo Bay
Delaware
$3.79M +$1.53M +30,937 +68%
GVAG
253
Great Valley Advisor Group
Delaware
$3.76M -$295K -5,960 -7%
BF
254
Blankinship & Foster
California
$3.75M +$2.34M +47,333 +167%
ACG
255
Allen Capital Group
Nebraska
$3.71M +$3.18M +81,651 +605%
AWA
256
Archvest Wealth Advisors
California
$3.71M +$3.47M +88,991 +1,447%
HWMG
257
Hurlow Wealth Management Group
Indiana
$3.71M +$1.22M +24,652 +49%
CA
258
CoreCap Advisors
Michigan
$3.69M +$2.49M +50,243 +207%
EWM
259
Executive Wealth Management
Michigan
$3.66M +$3.51M +70,827 +2,316%
PCA
260
Prosperity Capital Advisors
Ohio
$3.64M +$3.64M +73,526 New
CISOA
261
Capital Investment Services of America
Wisconsin
$3.64M -$1.04M -21,000 -22%
LA
262
LVW Advisors
New York
$3.62M -$187K -3,778 -5%
JWM
263
Janiczek Wealth Management
Colorado
$3.61M -$2.51M -49,743 -41%
BCM
264
Blume Capital Management
California
$3.58M +$2.21M +44,725 +162%
EA
265
Eclectic Associates
California
$3.58M +$3.58M +72,239 New
CCB
266
Country Club Bank
Missouri
$3.57M +$1.27M +25,636 +55%
BWM
267
Benchmark Wealth Management
Connecticut
$3.54M +$1.82M +36,800 +106%
LNWTC
268
Laird Norton Wetherby Trust Company
Washington
$3.47M +$1.07M +21,650 +45%
GGS
269
Galvin Gaustad & Stein
Arizona
$3.46M -$606K -12,250 -15%
FA
270
FDx Advisors
Illinois
$3.46M -$160K -3,226 -4%
BB
271
Busey Bank
Illinois
$3.46M -$571K -11,530 -14%
MWA
272
Mills Wealth Advisors
Texas
$3.45M +$3.45M +69,782 New
MWA
273
Motive Wealth Advisors
Michigan
$3.42M -$1.24M -24,956 -27%
AWM
274
AE Wealth Management
Kansas
$3.41M +$648K +13,102 +23%
BCM
275
BlueCrest Capital Management
Jersey
$3.39M +$3.39M +68,409 New
9 10
11
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