VTEB icon

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 %
FHA
276
First Horizon Advisors
Tennessee
$2.29M -$2.33M -48,495 -51%
NAM
277
NorthCrest Asset Manangement
Minnesota
$2.28M -$11.7K -244 -0.5%
BC
278
Brio Consultants
California
$2.26M -$1.29M -27,000 -36%
CCB
279
Country Club Bank
Missouri
$2.24M +$209K +4,344 +10%
CPO
280
Cerity Partners OCIO
New York
$2.23M +$226K +4,701 +11%
FCG
281
Financial Connections Group
California
$2.22M -$118K -2,456 -5%
PCWA
282
Pacific Capital Wealth Advisors
California
$2.21M -$171K -3,555 -7%
CA
283
Continuum Advisory
Idaho
$2.21M +$36.8K +764 +2%
MWA
284
Martel Wealth Advisors
Washington
$2.2M +$1.24M +25,093 +129%
DB
285
Dravo Bay
Delaware
$2.19M +$473K +9,834 +28%
FCBT
286
First Citizens Bank & Trust
North Carolina
$2.15M +$1.7M +35,284 +374%
DAS
287
Dynamic Advisor Solutions
Arizona
$2.15M +$483K +10,033 +29%
QA
288
Quantitative Advantage
Minnesota
$2.09M +$559K +11,620 +36%
OPS
289
Orion Portfolio Solutions
Nebraska
$2.08M -$10.8M -224,773 -84%
SFG
290
Snider Financial Group
Washington
$2.05M -$1.26K -26 -0.1%
THWM
291
Taylor Hoffman Wealth Management
Virginia
$2.04M +$44.1K +916 +2%
RWA
292
Redhawk Wealth Advisors
Minnesota
$2.04M +$2.04M +42,323 New
HI
293
Hendershot Investments
Virginia
$2.02M – – –
CCG
294
Chatham Capital Group
Georgia
$1.99M -$1.71M -35,500 -46%
PA
295
Procyon Advisors
Connecticut
$1.97M +$67.6K +1,404 +4%
WIC
296
Whitegate Investment Counselors
New Hampshire
$1.97M -$1.55M -32,185 -44%
SFO
297
Standard Family Office
South Dakota
$1.95M +$1.95M +40,500 New
FPAS
298
Focus Partners Advisor Solutions
Missouri
$1.92M +$1.09M +22,590 +131%
LNC
299
Lincoln National Corp
Pennsylvania
$1.92M +$304K +6,303 +19%
APA
300
American Portfolios Advisors
New York
$1.91M +$505K +10,490 +36%
10 11
12
13 14