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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 %
MGIA
276
Moneta Group Investment Advisors
Missouri
$2.47M -$8.89M -178,108 -78%
MWA
277
Motive Wealth Advisors
Michigan
$2.46M -$496K -9,929 -17%
CFB
278
Cullen/Frost Bankers
Texas
$2.45M -$160K -3,200 -6%
FCG
279
Financial Connections Group
California
$2.42M +$120K +2,414 +5%
OWA
280
Opal Wealth Advisors
New York
$2.42M +$2.42M +48,481 New
EPA
281
Element Pointe Advisors
Florida
$2.41M +$463K +9,268 +24%
ZF
282
Zhang Financial
Michigan
$2.41M -$106K -2,129 -4%
NAM
283
NorthCrest Asset Manangement
Minnesota
$2.38M +$2.38M +47,671 New
CWM
284
Cornerstone Wealth Management
Missouri
$2.34M +$329K +6,597 +16%
MFA
285
Mayflower Financial Advisors
Massachusetts
$2.34M -$68.8K -1,379 -3%
CWM
286
Cahaba Wealth Management
Georgia
$2.32M +$2.02M +40,489 +688%
WCA
287
Westover Capital Advisors
Delaware
$2.27M +$2.27M +45,553 New
MWM
288
McNaughton Wealth Management
California
$2.26M -$1.54M -30,809 -40%
AFA
289
AllGen Financial Advisors
Florida
$2.26M -$5.43M -108,847 -71%
CA
290
Continuum Advisory
Idaho
$2.25M +$347K +6,960 +18%
RIM
291
Rockbridge Investment Management
New York
$2.24M -$192K -3,849 -8%
BCI
292
Brinker Capital Investments
Pennsylvania
$2.19M -$9.01M -180,400 -80%
HIM
293
Hanlon Investment Management
New Jersey
$2.16M -$997K -19,983 -32%
MA
294
MCF Advisors
Kentucky
$2.16M +$851K +17,046 +65%
AWA
295
Aletheian Wealth Advisors
Washington
$2.12M +$1.63M +32,639 +333%
SFG
296
Snider Financial Group
Washington
$2.11M +$39.5K +792 +2%
NSIM
297
North Star Investment Management
Illinois
$2.1M +$248K +4,975 +13%
CCB
298
Country Club Bank
Missouri
$2.1M +$75.2K +1,510 +4%
HI
299
Hendershot Investments
Virginia
$2.09M -$25.7K -515 -1%
THWM
300
Taylor Hoffman Wealth Management
Virginia
$2.08M -$22.5K -449 -1%
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