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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 %
ECG
351
Edge Capital Group
Georgia
$1.11M – – –
EH
352
Equitable Holdings
New York
$1.1M +$308K +5,614 +39%
SFO
353
Stokes Family Office
Louisiana
$1.1M +$668K +12,172 +156%
MWP
354
Meridian Wealth Partners
Pennsylvania
$1.09M – – –
5L
355
55I LLC
Massachusetts
$1.08M +$391K +7,116 +57%
EWG
356
Executive Wealth Group
Washington
$1.08M – – –
DIA
357
Davidson Investment Advisors
Montana
$1.07M +$1.07M +19,460 New
RWA
358
Ropes Wealth Advisors
Massachusetts
$1.07M – – –
SCG
359
Sonata Capital Group
Washington
$1.07M +$87.8K +1,600 +9%
PFA
360
Paradigm Financial Advisors
Missouri
$1.05M -$47K -856 -4%
OFP
361
OLIO Financial Planning
Virginia
$1.04M +$1.04M +19,012 New
DAS
362
Dynamic Advisor Solutions
Arizona
$1.04M +$104K +1,887 +11%
VAM
363
Verity Asset Management
North Carolina
$1.03M -$49.9K -909 -5%
BBW
364
Blue Barn Wealth
Utah
$1.03M -$426K -7,754 -29%
LWM
365
Laidlaw Wealth Management
New York
$1.02M +$1.02M +18,638 New
IAG
366
Investment Advisory Group
Massachusetts
$1.02M +$1.02M +19,191 New
GWM
367
Geneos Wealth Management
Colorado
$1.02M -$67.7K -1,233 -6%
CW
368
CreativeOne Wealth
Kansas
$1.02M -$242K -4,407 -19%
HSA
369
HBK Sorce Advisory
Pennsylvania
$1.02M +$110K +1,998 +12%
AIM
370
AMI Investment Management
Indiana
$1.02M -$54.5K -993 -5%
IA
371
IFG Advisory
Georgia
$1.01M +$251K +4,573 +33%
FT
372
Fiduciary Trust
Massachusetts
$1M +$34.9K +635 +4%
FTS
373
Fifth Third Securities
Ohio
$999K -$92.3K -1,680 -8%
FHA
374
Flagship Harbor Advisors
Massachusetts
$998K +$289K +5,267 +41%
SI
375
Saxon Interests
Texas
$992K +$992K +18,195 New
13 14
15
16 17