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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 %
HIM
301
Hanlon Investment Management
New Jersey
$2.8M +$34.1K +690 +1%
HPWM
302
High Pines Wealth Management
Massachusetts
$2.78M +$271K +5,478 +11%
LCM
303
Liberty Capital Management
Michigan
$2.78M -$451K -9,118 -14%
BFA
304
Beaumont Financial Advisors
Massachusetts
$2.78M -$9.22M -186,376 -77%
CCM
305
Crabel Capital Management
California
$2.73M +$2.73M +55,174 New
SDWMA
306
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.71M +$2.71M +54,746 New
DAS
307
Dynamic Advisor Solutions
Arizona
$2.7M +$496K +10,013 +22%
CM
308
Columbus Macro
Pennsylvania
$2.69M +$1.02M +20,651 +61%
SC
309
Steph & Co
Wisconsin
$2.65M -$669K -13,527 -20%
SCG
310
Sonata Capital Group
Washington
$2.63M +$739K +14,930 +39%
AA
311
Atmos Advisory
Pennsylvania
$2.62M -$15.8M -319,258 -86%
GEA
312
Glen Eagle Advisors
New Jersey
$2.61M -$66.5K -1,344 -2%
SIA
313
Soltis Investment Advisors
Utah
$2.61M +$1.53M +30,942 +143%
ASN
314
Advisory Services Network
Georgia
$2.59M +$944K +19,072 +57%
CFS
315
Cannon Financial Strategists
Georgia
$2.58M -$1.36M -27,418 -34%
VNA
316
Valley National Advisers
Pennsylvania
$2.57M +$1.79M +35,559 +229%
BCWM
317
Bartlett & Co Wealth Management
Ohio
$2.57M -$92.8K -1,875 -3%
BC
318
Bartlett & Co
Ohio
$2.57M -$92.8K -1,875 -3%
TWP
319
TFO Wealth Partners
Ohio
$2.57M +$2.41M +61,782 +1,518%
RFO
320
RiverGlades Family Offices
Florida
$2.51M +$2.51M +50,765 New
BFA
321
Brown Financial Advisory
Alabama
$2.51M -$6.35M -128,242 -72%
HDIM
322
Hanson & Doremus Investment Management
Vermont
$2.51M +$49.5K +1,000 +2%
CHA
323
Cooper/Haims Advisors
New York
$2.51M +$1.51M +30,420 +150%
SWM
324
Spire Wealth Management
Virginia
$2.51M -$96.3K -1,946 -4%
HW
325
Hancock Whitney
Mississippi
$2.5M +$2.5M +50,491 New
11 12
13
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