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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$280M
2
Creative Planning
Creative Planning
Kansas
+$273M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$172M
4
DY
Dowling & Yahnke
California
+$152M
5
Jane Street
Jane Street
New York
+$152M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$344M
2
CSIA
Charles Schwab Investment Advisory
California
-$133M
3
ACA
Ackerman Capital Advisors
Texas
-$69.1M
4
LP
LGL Partners
Pennsylvania
-$27.8M
5
FWM
FFT Wealth Management
Pennsylvania
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
376
Walkner Condon Financial Advisors
Wisconsin
$1.08M -$443K -8,605 -29%
CCM
377
Coldstream Capital Management
Washington
$1.07M +$25K +484 +2%
OFP
378
OLIO Financial Planning
Virginia
$1.07M +$86.1K +1,671 +9%
BBW
379
Blue Barn Wealth
Utah
$1.06M +$98.2K +1,905 +10%
MIM
380
Moseley Investment Management
Florida
$1.05M -$1.4M -27,153 -57%
AWAG
381
ARS Wealth Advisors Group
Florida
$1.04M – – –
PJSIMP
382
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.04M +$192K +3,840 +23%
SFO
383
Standard Family Office
South Dakota
$1.03M +$1.03M +20,000 New
HNWAG
384
High Net Worth Advisory Group
Florida
$1.02M +$104K +2,007 +11%
EWG
385
Executive Wealth Group
Washington
$1.01M – – –
RWA
386
Ropes Wealth Advisors
Massachusetts
$1M – – –
LL
387
LPWM LLC
Minnesota
$992K +$222K +4,350 +29%
FAIM
388
Financial Advocates Investment Management
Washington
$989K -$451K -8,750 -31%
IAG
389
Investment Advisory Group
Massachusetts
$988K – – –
PGA
390
Portland Global Advisors
Maine
$980K +$294K +5,705 +43%
PWMG
391
Prestige Wealth Management Group
New Jersey
$980K +$678K +13,153 +225%
SFG
392
Sovereign Financial Group
Connecticut
$972K +$283K +5,489 +41%
AWM
393
Axxcess Wealth Management
California
$965K -$202K -3,918 -17%
VAM
394
Verity Asset Management
North Carolina
$952K -$17K -330 -2%
SCG
395
Sonata Capital Group
Washington
$951K -$49K -950 -5%
AIM
396
AMI Investment Management
Indiana
$938K -$15.2K -295 -2%
SI
397
Saxon Interests
Texas
$935K -$2.99K -58 -0.3%
CCM
398
Crabel Capital Management
California
$932K -$2.66M -51,600 -74%
AAS
399
Annex Advisory Services
Wisconsin
$917K +$917K +17,793 New
CFGS
400
Concourse Financial Group Securities
Alabama
$913K +$60.2K +1,167 +7%
14 15
16
17 18