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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 %
DC
326
Davenport & Co
Virginia
$1.68M -$130K -2,594 -7%
LNC
327
Lincoln National Corp
Pennsylvania
$1.67M -$3.3M -66,071 -66%
CAM
328
Caprin Asset Management
Virginia
$1.67M -$31.4K -629 -2%
DWT
329
Dorsey & Whitney Trust
South Dakota
$1.66M +$358K +7,175 +27%
HI
330
Harbour Investments
Wisconsin
$1.66M +$1.66M +33,280 New
EWA
331
ERTS Wealth Advisors
Michigan
$1.66M +$909K +18,206 +122%
ML
332
Mayport LLC
Massachusetts
$1.65M -$18.1K -362 -1%
NL
333
NWAM LLC
Washington
$1.64M +$1.64M +32,758 New
VCA
334
Verdence Capital Advisors
Maryland
$1.64M +$1.3M +25,970 +383%
AFS
335
Annapolis Financial Services
Maryland
$1.62M -$878K -17,576 -35%
QA
336
Quantitative Advantage
Minnesota
$1.59M -$34.2K -684 -2%
CIP
337
Capital Insight Partners
Arizona
$1.59M -$92K -1,842 -5%
AAS
338
Annex Advisory Services
Wisconsin
$1.57M +$682K +13,666 +77%
WT
339
Whittier Trust
California
$1.56M +$1.56M +31,275 New
CCFM
340
Clear Creek Financial Management
Washington
$1.56M -$553K -11,086 -26%
SIM
341
Studio Investment Management
Illinois
$1.55M +$24K +480 +2%
CM
342
Columbus Macro
Pennsylvania
$1.54M -$394K -7,884 -20%
HS
343
Horan Securities
United States
$1.5M +$1.5M +29,830 New
BNP Paribas Financial Markets
344
BNP Paribas Financial Markets
France
$1.5M -$239K -4,779 -14%
WFM
345
Wolff Financial Management
Michigan
$1.5M +$19.2K +384 +1%
CAG
346
Csenge Advisory Group
Florida
$1.48M +$96.3K +1,929 +7%
Betterment LLC
347
Betterment LLC
New York
$1.47M +$81.5K +1,632 +6%
APA
348
American Portfolios Advisors
New York
$1.46M +$36.1K +724 +3%
CSPIA
349
Cary Street Partners Investment Advisory
Virginia
$1.46M +$884K +17,716 +154%
OFG
350
Orcam Financial Group
California
$1.45M – – –
12 13
14
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