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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 %
SWM
351
Scissortail Wealth Management
Oklahoma
$1.45M +$1.45M +26,442 New
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$1.45M +$276K +5,524 +24%
WP
353
WealthShield Partners
North Carolina
$1.45M +$31.9K +639 +2%
LP
354
Lloyd Park
Illinois
$1.45M +$1.45M +28,954 New
AWM
355
Axxcess Wealth Management
California
$1.44M +$504K +10,098 +54%
GA
356
Greenspring Advisors
Maryland
$1.44M +$1.44M +28,755 New
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$1.42M +$1.42M +28,560 New
BFG
358
Bouchey Financial Group
New York
$1.41M – – –
HAS
359
HBW Advisory Services
California
$1.41M +$1.41M +28,229 New
VC
360
Veery Capital
Delaware
$1.4M -$35.6K -714 -2%
BDF
361
Black Diamond Financial
Maryland
$1.39M – – –
TCBWMS
362
Texas Capital Bank Wealth Management Services
Texas
$1.37M +$611K +12,243 +81%
BAM
363
Baldrige Asset Management
Pennsylvania
$1.36M -$486K -9,730 -26%
WIA
364
World Investment Advisors
California
$1.34M +$552K +10,776 +70%
EIA
365
Eldridge Investment Advisors
New Hampshire
$1.33M -$525K -10,530 -28%
AF
366
Advisornet Financial
Minnesota
$1.32M -$5.42M -108,532 -80%
JGIA
367
Jackson Grant Investment Advisers
Connecticut
$1.31M +$50K +1,002 +4%
BB
368
Bell Bank
North Dakota
$1.3M – – –
DI
369
Disciplined Investments
Oklahoma
$1.3M +$26.5K +531 +2%
CW
370
CreativeOne Wealth
Kansas
$1.3M -$68.4K -1,370 -5%
CA
371
CoreCap Advisors
Michigan
$1.29M -$130K -2,595 -9%
FCIM
372
Fairview Capital Investment Management
California
$1.28M -$1.05K -21 -0.1%
GWCM
373
Godshalk Welsh Capital Management
Pennsylvania
$1.28M -$89.4K -1,792 -7%
HI
374
Human Investing
Oregon
$1.26M -$8.96M -179,438 -88%
MLA
375
My Legacy Advisors
Oregon
$1.26M -$1.42M -28,145 -53%
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