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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 %
Comerica Bank
276
Comerica Bank
Texas
$1.78M -$1.71M -31,775 -49%
CA
277
Continuum Advisory
Idaho
$1.77M +$207K +3,766 +13%
MMA
278
Miracle Mile Advisors
California
$1.77M -$1.31M -23,795 -43%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$1.72M +$147K +2,685 +9%
NOI
280
Newton One Investments
Delaware
$1.71M +$107K +1,951 +7%
NC
281
NewSquare Capital
Pennsylvania
$1.7M +$80.1K +1,459 +5%
SIM
282
Studio Investment Management
Illinois
$1.7M +$1.7M +30,935 New
CA
283
CoreCap Advisors
Michigan
$1.69M +$1.69M +30,795 New
PA
284
Pinnacle Associates
New York
$1.65M +$650K +11,846 +65%
LSPW
285
Lake Street Private Wealth
Illinois
$1.64M -$4.94K -90 -0.3%
OFG
286
Orcam Financial Group
California
$1.64M +$1.64M +29,858 New
PCS
287
Personal CFO Solutions
New Jersey
$1.64M +$95.7K +1,742 +6%
WCFA
288
Walkner Condon Financial Advisors
Wisconsin
$1.63M +$8.07K +147 +0.5%
SPC
289
Sigma Planning Corp
Michigan
$1.63M +$20K +365 +1%
WFM
290
Wolff Financial Management
Michigan
$1.62M +$1.62M +29,567 New
CFA
291
Capstone Financial Advisors
Illinois
$1.62M +$25.8K +469 +2%
FSG
292
Financial Strategies Group
Michigan
$1.61M -$23.2K -422 -1%
NRI
293
NFP Retirement Inc
California
$1.6M +$632K +11,506 +65%
QA
294
Quantitative Advantage
Minnesota
$1.6M +$1.27M +23,101 +388%
AW
295
Alaethes Wealth
Nevada
$1.59M -$22.2K -405 -1%
GWCM
296
Godshalk Welsh Capital Management
Pennsylvania
$1.58M +$153K +2,784 +11%
LP
297
Lloyd Park
Illinois
$1.58M +$1.58M +28,750 New
WP
298
WealthShield Partners
North Carolina
$1.56M +$928K +16,899 +147%
FA
299
FC Advisory
Pennsylvania
$1.56M +$111K +2,030 +8%
PWMAG
300
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M +$651K +11,846 +72%
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