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
+$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$139M
3
RJA
Raymond James & Associates
Florida
+$132M
4
SCM
SCS Capital Management
Massachusetts
+$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$548M
2
Jane Street
Jane Street
New York
-$187M
3
FG
Foster Group
Iowa
-$97.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$87.8M
5
PAG
Private Advisor Group
New Jersey
-$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
326
Harbour Investments
Wisconsin
$1.66M – – –
KeyBank National Association
327
KeyBank National Association
Ohio
$1.64M – – –
PWMG
328
Prestige Wealth Management Group
New Jersey
$1.64M -$4.81K -100 -0.3%
GWM
329
Grand Wealth Management
Michigan
$1.62M -$1.4M -29,122 -46%
CM
330
Columbus Macro
Pennsylvania
$1.62M +$136K +2,824 +9%
ASN
331
Advisory Services Network
Georgia
$1.6M -$185K -3,842 -10%
HAS
332
HBW Advisory Services
California
$1.59M +$230K +4,781 +17%
APA
333
Astoria Portfolio Advisors
New York
$1.58M +$1.58M +32,742 New
ML
334
Mayport LLC
Massachusetts
$1.57M -$28.4K -590 -2%
Prudential Financial
335
Prudential Financial
New Jersey
$1.56M +$416K +8,652 +36%
MGIA
336
Moneta Group Investment Advisors
Missouri
$1.55M -$830K -17,242 -35%
MPCL
337
My Personal CFO LLC
Washington
$1.54M +$1.54M +22,010 New
WAP
338
Wealthcare Advisory Partners
Pennsylvania
$1.53M +$133K +2,773 +10%
WT
339
Whittier Trust
California
$1.5M -$2.21K -46 -0.1%
SIM
340
Studio Investment Management
Illinois
$1.5M +$7.46K +155 +0.5%
ORC
341
O'Rourke & Company
Massachusetts
$1.49M +$1.07M +22,211 +257%
BWA
342
BDO Wealth Advisors
Florida
$1.48M -$195K -4,058 -12%
SFO
343
Stokes Family Office
Louisiana
$1.47M -$944K -19,603 -39%
Betterment LLC
344
Betterment LLC
New York
$1.47M – – –
HWM
345
HB Wealth Management
Georgia
$1.46M +$1.07M +22,253 +279%
GWS
346
Glassman Wealth Services
Virginia
$1.44M -$2.08M -43,282 -59%
APP
347
Avantax Planning Partners
Iowa
$1.43M +$459K +9,544 +47%
William Blair & Company
348
William Blair & Company
Illinois
$1.43M -$2.29M -47,575 -62%
PP
349
Patron Partners
Texas
$1.43M +$361K +7,508 +34%
GA
350
Greenspring Advisors
Maryland
$1.41M +$29.4K +610 +2%
12 13
14
15 16