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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 %
FAIM
301
Financial Advocates Investment Management
Washington
$1.53M +$275 +5 +0%
CFO
302
Collective Family Office
Pennsylvania
$1.52M +$326K +5,937 +27%
AAS
303
Avantax Advisory Services
Texas
$1.52M -$105K -1,915 -6%
APA
304
American Portfolios Advisors
New York
$1.51M +$712K +12,964 +89%
CWC
305
Carolinas Wealth Consulting
North Carolina
$1.51M -$29.3K -533 -2%
AA
306
Alesco Advisors
New York
$1.5M -$76.9K -1,400 -5%
IWC
307
Integrated Wealth Concepts
Massachusetts
$1.5M -$1.64M -29,824 -52%
MA
308
Mangham Associates
Virginia
$1.49M – – –
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$1.48M +$42.9K +782 +3%
NA
310
NewEdge Advisors
Louisiana
$1.48M +$717K +13,058 +95%
SWM
311
Scissortail Wealth Management
Oklahoma
$1.45M +$1.45M +26,442 New
VC
312
Veery Capital
Delaware
$1.45M +$3.02K +55 +0.2%
BB
313
Bell Bank
North Dakota
$1.44M – – –
GSWM
314
Greenup Street Wealth Management
Michigan
$1.43M +$1.43M +26,025 New
FCIM
315
Fairview Capital Investment Management
California
$1.41M +$1.15K +21 +0.1%
Betterment LLC
316
Betterment LLC
New York
$1.4M +$70.6K +1,287 +5%
TWM
317
Thrive Wealth Management
Pennsylvania
$1.4M +$1.4M +25,414 New
EWA
318
EP Wealth Advisors
California
$1.39M +$160K +2,909 +13%
CAG
319
Csenge Advisory Group
Florida
$1.39M -$301K -5,454 -18%
HIGP
320
Hill Investment Group Partners
Missouri
$1.39M +$61.7K +1,123 +5%
Millennium Management
321
Millennium Management
New York
$1.38M -$4.43M -80,703 -76%
WWM
322
Windsor Wealth Management
Indiana
$1.37M +$476K +8,669 +53%
ML
323
McAdam LLC
Pennsylvania
$1.36M +$60.4K +1,101 +5%
Nomura Asset Management
324
Nomura Asset Management
Japan
$1.35M +$1.35M +24,660 New
SIC
325
Sigma Investment Counselors
Michigan
$1.35M +$46.1K +839 +4%
11 12
13
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