VTEB icon

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 %
AWM
351
Accurate Wealth Management
Florida
$2.04M +$2.04M +40,703 New
SWP
352
ShoreHaven Wealth Partners
New Jersey
$2.04M +$2.04M +41,142 New
BWM
353
Boyd Wealth Management
California
$2.03M +$2.03M +40,962 New
Prudential Financial
354
Prudential Financial
New Jersey
$2.02M +$420K +8,495 +26%
Natixis Advisors
355
Natixis Advisors
Massachusetts
$2.02M +$1.05M +21,241 +108%
OWA
356
Opal Wealth Advisors
New York
$1.99M +$102K +2,070 +5%
FLA
357
Financial Life Advisors
Texas
$1.99M +$1.99M +40,112 New
FCIM
358
Fairview Capital Investment Management
California
$1.98M +$770K +15,550 +63%
AAS
359
Ameritas Advisory Services
Nebraska
$1.98M -$864K -17,448 -30%
Citigroup
360
Citigroup
New York
$1.97M +$1.21M +24,546 +160%
MGIA
361
Moneta Group Investment Advisors
Missouri
$1.97M +$336K +6,605 +21%
CAAM
362
Cornerstone Advisors Asset Management
Pennsylvania
$1.96M +$1.96M +39,652 New
TCM
363
Traynor Capital Management
Pennsylvania
$1.96M -$600K -12,130 -23%
BC
364
Brio Consultants
California
$1.95M -$398K -8,035 -17%
EGA
365
Eagle Global Advisors
Texas
$1.93M -$639K -12,905 -25%
EWA
366
Evolution Wealth Advisors
Florida
$1.92M +$22.7K +458 +1%
AFS
367
Annapolis Financial Services
Maryland
$1.91M +$677K +13,675 +55%
IWS
368
Insight Wealth Strategies
California
$1.91M +$132K +2,663 +7%
DWM
369
Dopkins Wealth Management
New York
$1.89M +$1.89M +38,110 New
NGA
370
Naples Global Advisors
Florida
$1.85M +$36.9K +746 +2%
DP
371
Denver PWM
Colorado
$1.83M +$684K +13,827 +60%
AWA
372
Aletheian Wealth Advisors
Washington
$1.82M -$3.02K -61 -0.2%
TCBWMS
373
Texas Capital Bank Wealth Management Services
Texas
$1.81M -$7.37K -149 -0.4%
AFG
374
AFS Financial Group
Maryland
$1.81M +$1.81M +36,536 New
JSW
375
Journey Strategic Wealth
New Jersey
$1.8M +$1.8M +36,397 New
13 14
15
16 17