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 %
MWM
301
McNaughton Wealth Management
California
$1.89M -$296K -6,138 -14%
TCB
302
Texas Capital Bancshares
Texas
$1.88M – – –
VT
303
Vise Technologies
New York
$1.87M -$946K -19,664 -34%
EWA
304
Evolution Wealth Advisors
Florida
$1.85M +$1.85M +38,374 New
CFA
305
Capstone Financial Advisors
Illinois
$1.84M -$8.52M -177,089 -82%
SCG
306
Sonata Capital Group
Washington
$1.84M +$193K +4,000 +12%
OWA
307
Opal Wealth Advisors
New York
$1.83M -$502K -10,428 -22%
NA
308
NewEdge Advisors
Louisiana
$1.83M +$127K +2,630 +7%
IWC
309
Integrated Wealth Concepts
Massachusetts
$1.83M +$130K +2,710 +8%
NCM
310
Neumann Capital Management
California
$1.82M +$1.82M +37,845 New
IWS
311
Insight Wealth Strategies
California
$1.79M – – –
HFS
312
HBC Financial Services
Washington
$1.78M +$1.78M +9,922 +43,139%
FWM
313
ForthRight Wealth Management
Georgia
$1.78M +$627K +13,017 +54%
CPP
314
Capasso Planning Partners
South Carolina
$1.78M +$1.27M +26,351 +248%
AWA
315
Aletheian Wealth Advisors
Washington
$1.77M -$269K -5,581 -13%
TCBWMS
316
Texas Capital Bank Wealth Management Services
Texas
$1.77M +$452K +9,384 +34%
NGA
317
Naples Global Advisors
Florida
$1.77M -$113K -2,340 -6%
BWA
318
Burt Wealth Advisors
Maryland
$1.76M +$795K +16,516 +83%
PWA
319
Phoenix Wealth Advisors
North Carolina
$1.72M +$1.72M +35,770 New
PCIA
320
Prime Capital Investment Advisors
Kansas
$1.71M -$99.1K -2,059 -5%
DC
321
Davenport & Co
Virginia
$1.7M +$74.7K +1,551 +5%
SWA
322
Stratos Wealth Advisors
Ohio
$1.7M -$1.29M -26,855 -43%
NL
323
NWAM LLC
Washington
$1.69M +$109K +2,268 +7%
VBWMG
324
Von Berge Wealth Management Group
California
$1.68M +$1.4M +28,811 +503%
BWM
325
Benchmark Wealth Management
Connecticut
$1.67M +$919K +19,086 +123%
11 12
13
14 15