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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 %
PFM
276
Phillips Financial Management
Indiana
$3.38M -$45.1K -911 -1%
MAM
277
Meeder Asset Management
Ohio
$3.35M -$3.93M -79,348 -54%
PRWA
278
Platte River Wealth Advisors
Colorado
$3.33M -$198K -4,004 -6%
TFG
279
Tilson Financial Group
New Jersey
$3.29M +$3.29M +66,463 New
BA
280
Bristlecone Advisors
Washington
$3.23M +$768K +15,512 +31%
AFP
281
Alpha Financial Partners
Kentucky
$3.22M +$3.22M +65,146 New
WEG
282
World Equity Group
Illinois
$3.21M +$108K +2,176 +3%
PJSIMP
283
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.2M -$62.7K -1,266 -2%
OFP
284
OLIO Financial Planning
Virginia
$3.18M +$172K +3,475 +6%
PWMG
285
Prestige Wealth Management Group
New Jersey
$3.16M +$1.48M +29,946 +88%
CAG
286
Compass Advisory Group
New York
$3.16M +$9.91K +196 +0.3%
SIM
287
Studio Investment Management
Illinois
$3.16M +$1.62M +32,670 +105%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$3.13M +$1.79M +36,095 +133%
PAS
289
Park Avenue Securities
New York
$3.13M +$544K +10,995 +21%
HPA
290
High Probability Advisors
New York
$3.12M +$325K +6,558 +12%
WPWM
291
Windward Private Wealth Management
Kansas
$3.08M -$141K -2,855 -4%
BMCM
292
Bryn Mawr Capital Management
Pennsylvania
$3.08M +$3.08M +62,150 New
MA
293
Mutual Advisors
Nebraska
$3.05M -$118K -2,393 -4%
APP
294
Avantax Planning Partners
Iowa
$3.03M +$1.56M +31,538 +106%
EPA
295
Element Pointe Advisors
Florida
$2.96M +$1.74M +35,100 +142%
RWP
296
Revolve Wealth Partners
New Jersey
$2.93M -$334K -6,744 -10%
FWI
297
Facet Wealth Inc
Maryland
$2.86M -$158K -3,131 -5%
VT
298
Vise Technologies
New York
$2.82M +$894K +18,065 +46%
JWCA
299
J.W. Cole Advisors
Florida
$2.81M +$66.6K +1,346 +2%
AHC
300
Anderson Hoagland & Co
Missouri
$2.8M +$2.8M +55,159 New
10 11
12
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