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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 %
OL
326
Optas LLC
Texas
$1.35M +$73.6K +1,340 +6%
HIC
327
Holderness Investments Company
North Carolina
$1.34M – – –
WMA
328
West Michigan Advisors
Michigan
$1.33M +$1.33M +24,245 New
BFA
329
Brown Financial Advisory
Alabama
$1.31M +$1.31M +23,803 New
MFG
330
MidWestOne Financial Group
Iowa
$1.3M +$72.3K +1,318 +6%
KL
331
KilterHowling LLC
Colorado
$1.3M +$1.3M +23,618 New
Prudential Financial
332
Prudential Financial
New Jersey
$1.29M +$383K +6,991 +42%
RWP
333
Ridgecrest Wealth Partners
California
$1.27M +$779K +14,190 +158%
CFMC
334
Curbstone Financial Management Corp
New Hampshire
$1.27M – – –
PWM
335
Perigon Wealth Management
California
$1.26M +$244K +4,435 +24%
CAG
336
Crestwood Advisors Group
Massachusetts
$1.25M -$120K -2,187 -9%
AWM
337
Axxcess Wealth Management
California
$1.24M +$1.24M +22,627 New
DI
338
Disciplined Investments
Oklahoma
$1.23M +$541K +9,857 +79%
ACP
339
Aviance Capital Partners
Florida
$1.2M +$87.6K +1,595 +8%
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$1.2M +$789K +14,364 +194%
SW
341
StrongBox Wealth
Missouri
$1.2M +$8.24K +150 +0.7%
HSWM
342
Hubbell Strickland Wealth Management
Louisiana
$1.18M +$14.5K +264 +1%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$1.17M +$793K +14,444 +208%
AIM
344
Alhambra Investment Management
Florida
$1.17M +$377K +6,871 +48%
LIA
345
LBMC Investment Advisors
Tennessee
$1.17M -$429K -7,816 -27%
DB
346
Dravo Bay
Delaware
$1.16M +$1.16M +21,558 New
TIM
347
Tortoise Investment Management
New York
$1.15M – – –
CCM
348
Coldstream Capital Management
Washington
$1.11M +$31.6K +575 +3%
AWAG
349
ARS Wealth Advisors Group
Florida
$1.11M – – –
OCM
350
Orser Capital Management
Texas
$1.11M +$93.3K +1,700 +9%
12 13
14
15 16