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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 %
LP
351
Lloyd Park
Illinois
$1.4M +$7.27K +151 +0.5%
OFG
352
Orcam Financial Group
California
$1.38M -$24.1K -500 -2%
WIA
353
World Investment Advisors
California
$1.38M +$113K +2,347 +9%
AAS
354
Avantax Advisory Services
Texas
$1.37M -$567K -11,782 -29%
Lido Advisors
355
Lido Advisors
California
$1.37M +$981K +20,382 +250%
BF
356
Blankinship & Foster
California
$1.37M +$1.37M +28,413 New
CAM
357
Caprin Asset Management
Virginia
$1.36M -$247K -5,139 -15%
BFG
358
Bouchey Financial Group
New York
$1.36M – – –
VC
359
Veery Capital
Delaware
$1.36M +$6.79K +141 +0.5%
CCFM
360
Clear Creek Financial Management
Washington
$1.36M -$148K -3,080 -10%
VCA
361
Verdence Capital Advisors
Maryland
$1.35M -$227K -4,717 -14%
Susquehanna International Group
362
Susquehanna International Group
Pennsylvania
$1.34M +$1.34M +27,812 New
SB
363
Sunflower Bank
Texas
$1.34M -$440K -9,142 -25%
BDF
364
Black Diamond Financial
Maryland
$1.33M -$6.93K -144 -0.5%
BCM
365
Blume Capital Management
California
$1.33M +$262K +5,450 +25%
MWP
366
Meridian Wealth Partners
Pennsylvania
$1.31M -$1.75M -36,375 -57%
CSPIA
367
Cary Street Partners Investment Advisory
Virginia
$1.31M -$96.8K -2,012 -7%
AAS
368
Annex Advisory Services
Wisconsin
$1.31M -$205K -4,258 -14%
FCH
369
Freestone Capital Holdings
Washington
$1.3M -$388K -8,055 -23%
MA
370
MCF Advisors
Kentucky
$1.29M -$790K -16,417 -38%
GWCM
371
Godshalk Welsh Capital Management
Pennsylvania
$1.28M +$52.2K +1,084 +4%
CW
372
CreativeOne Wealth
Kansas
$1.28M +$26.1K +541 +2%
JGIA
373
Jackson Grant Investment Advisers
Connecticut
$1.27M +$5.63K +117 +0.4%
BWFA
374
Baltimore-Washington Financial Advisors
Maryland
$1.27M +$645K +13,173 +103%
BB
375
Bell Bank
North Dakota
$1.26M – – –
13 14
15
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