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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 %
CPO
301
Cerity Partners OCIO
New York
$2.08M -$38.2K -765 -2%
EFS
302
Econ Financial Services
Pennsylvania
$2.03M -$66.6K -1,334 -3%
AAS
303
Avantax Advisory Services
Texas
$2.01M +$320K +6,416 +19%
PA
304
Procyon Advisors
Connecticut
$1.98M +$1.98M +39,607 New
SAM
305
S.A. Mason
Michigan
$1.97M – – –
NGA
306
Naples Global Advisors
Florida
$1.95M -$122K -2,450 -6%
TCB
307
Texas Capital Bancshares
Texas
$1.95M – – –
HWMG
308
Hurlow Wealth Management Group
Indiana
$1.88M +$194K +3,881 +11%
HPA
309
High Probability Advisors
New York
$1.88M -$396K -7,926 -17%
PCIA
310
Prime Capital Investment Advisors
Kansas
$1.87M -$1.03M -20,675 -36%
ASN
311
Advisory Services Network
Georgia
$1.85M -$81K -1,622 -4%
SB
312
Sunflower Bank
Texas
$1.84M -$2.56M -51,191 -58%
DB
313
Dravo Bay
Delaware
$1.81M -$2.23M -43,927 -55%
IWS
314
Insight Wealth Strategies
California
$1.79M +$40.7K +816 +2%
DWM
315
Dakota Wealth Management
Florida
$1.77M +$15K +300 +0.9%
NA
316
NewEdge Advisors
Louisiana
$1.76M +$272K +5,449 +18%
LI
317
LMCG Investments
Massachusetts
$1.76M -$535K -10,712 -23%
IWC
318
Integrated Wealth Concepts
Massachusetts
$1.76M +$514K +10,304 +41%
FCH
319
Freestone Capital Holdings
Washington
$1.75M +$1.75M +35,122 New
BWA
320
BDO Wealth Advisors
Florida
$1.74M – – –
DAS
321
Dynamic Advisor Solutions
Arizona
$1.73M +$445K +8,918 +35%
SCG
322
Sonata Capital Group
Washington
$1.71M +$784K +15,700 +85%
KeyBank National Association
323
KeyBank National Association
Ohio
$1.7M +$37.3K +748 +2%
PWMG
324
Prestige Wealth Management Group
New Jersey
$1.7M +$753K +15,076 +79%
LNWTC
325
Laird Norton Wetherby Trust Company
Washington
$1.7M +$1.7M +34,025 New
11 12
13
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