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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$280M
2
Creative Planning
Creative Planning
Kansas
+$273M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$172M
4
DY
Dowling & Yahnke
California
+$152M
5
Jane Street
Jane Street
New York
+$152M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$344M
2
CSIA
Charles Schwab Investment Advisory
California
-$133M
3
ACA
Ackerman Capital Advisors
Texas
-$69.1M
4
LP
LGL Partners
Pennsylvania
-$27.8M
5
FWM
FFT Wealth Management
Pennsylvania
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
326
Bouchey Financial Group
New York
$1.46M -$4.5M -87,287 -76%
PA
327
Pinnacle Associates
New York
$1.44M -$106K -2,060 -7%
Betterment LLC
328
Betterment LLC
New York
$1.44M +$122K +2,361 +9%
BDF
329
Black Diamond Financial
Maryland
$1.43M -$623K -12,079 -30%
CAG
330
Csenge Advisory Group
Florida
$1.43M +$137K +2,649 +11%
WWM
331
Windsor Wealth Management
Indiana
$1.43M +$154K +3,016 +12%
VT
332
Vise Technologies
New York
$1.42M +$1.42M +27,555 New
CW
333
CreativeOne Wealth
Kansas
$1.41M +$458K +8,893 +48%
GWCM
334
Godshalk Welsh Capital Management
Pennsylvania
$1.41M -$71.8K -1,393 -5%
ACP
335
Aviance Capital Partners
Florida
$1.38M +$251K +4,866 +22%
Prudential Financial
336
Prudential Financial
New Jersey
$1.36M +$142K +2,756 +12%
PP
337
PrairieView Partners
Minnesota
$1.36M -$482K -9,357 -26%
PWMAG
338
Pinnacle Wealth Management Advisory Group
New Jersey
$1.35M -$106K -2,060 -7%
BCM
339
Blume Capital Management
California
$1.35M +$664K +12,875 +96%
MA
340
MCF Advisors
Kentucky
$1.35M +$1.35M +26,191 New
DWT
341
Dorsey & Whitney Trust
South Dakota
$1.35M +$1.12M +21,768 +496%
BB
342
Bell Bank
North Dakota
$1.35M – – –
YIA
343
YHB Investment Advisors
Connecticut
$1.34M -$881K -17,090 -40%
DAS
344
Dynamic Advisor Solutions
Arizona
$1.32M +$351K +6,809 +36%
FCIM
345
Fairview Capital Investment Management
California
$1.32M – – –
DI
346
Disciplined Investments
Oklahoma
$1.32M +$164K +3,189 +14%
CFMC
347
Curbstone Financial Management Corp
New Hampshire
$1.31M +$124K +2,400 +10%
JGIA
348
Jackson Grant Investment Advisers
Connecticut
$1.31M +$1.31M +25,315 New
IWC
349
Integrated Wealth Concepts
Massachusetts
$1.28M -$125K -2,421 -9%
EVM
350
Eaton Vance Management
Massachusetts
$1.26M +$1.23M +23,803 +4,111%
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