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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 %
QA
326
Quantitative Advantage
Minnesota
$2.47M +$320K +6,473 +15%
BWA
327
Burt Wealth Advisors
Maryland
$2.47M +$665K +13,429 +37%
William Blair & Company
328
William Blair & Company
Illinois
$2.47M +$1M +20,284 +68%
VWA
329
Visionary Wealth Advisors
Illinois
$2.45M -$535K -10,818 -18%
WCA
330
Westover Capital Advisors
Delaware
$2.39M -$60.4K -1,221 -2%
AL
331
ADE LLC
Maryland
$2.37M +$2.37M +47,962 New
CPIG
332
Chicago Partners Investment Group
Illinois
$2.33M +$1.01M +20,023 +77%
MWM
333
McNaughton Wealth Management
California
$2.29M +$345K +6,973 +18%
SPIA
334
Steward Partners Investment Advisory
New York
$2.29M -$4.98M -100,548 -69%
FCH
335
Freestone Capital Holdings
Washington
$2.28M +$945K +19,102 +71%
NG
336
Northstar Group
New York
$2.27M -$155K -3,137 -6%
ORC
337
O'Rourke & Company
Massachusetts
$2.24M +$709K +14,333 +46%
GWM
338
Grand Wealth Management
Michigan
$2.21M +$542K +10,945 +32%
AAS
339
Annex Advisory Services
Wisconsin
$2.19M +$849K +17,146 +63%
FWM
340
ForthRight Wealth Management
Georgia
$2.19M +$359K +7,259 +20%
SAS
341
Sanford Advisory Services
Michigan
$2.16M +$2.16M +43,598 New
HWP
342
Highline Wealth Partners
California
$2.15M +$2.15M +43,522 New
PFA
343
Pure Financial Advisors
California
$2.13M +$1.25M +25,235 +142%
AWM
344
Axxcess Wealth Management
California
$2.12M +$1.22M +24,563 +134%
CA
345
Continuum Advisory
Idaho
$2.1M -$170K -3,426 -7%
RWA
346
Redhawk Wealth Advisors
Minnesota
$2.09M – – –
NCM
347
Neumann Capital Management
California
$2.09M +$220K +4,455 +12%
CCFCSB
348
Cape Cod Five Cents Savings Bank
Massachusetts
$2.09M -$1.71M -34,632 -45%
BWL
349
Beacon Wealthcare LLC
North Carolina
$2.08M +$2.08M +42,071 New
SFG
350
Snider Financial Group
Washington
$2.06M -$23.8K -480 -1%
12 13
14
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