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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 %
PP
376
Prosperity Planning
Missouri
$1.24M – – –
PCMC
377
Paragon Capital Management (Colorado)
Colorado
$1.23M -$4.47M -89,587 -78%
AW
378
Alaethes Wealth
Nevada
$1.22M -$276K -5,523 -18%
EVM
379
Eaton Vance Management
Massachusetts
$1.22M – – –
Citadel Advisors
380
Citadel Advisors
Florida
$1.21M +$1.21M +24,148 New
RWA
381
RGT Wealth Advisors
Texas
$1.2M -$1.15M -23,073 -49%
FWM
382
ForthRight Wealth Management
Georgia
$1.2M -$4.79M -95,962 -80%
NC
383
NewSquare Capital
Pennsylvania
$1.19M -$396K -7,925 -25%
ICG
384
InterOcean Capital Group
Tennessee
$1.19M +$1.19M +23,879 New
ACP
385
Aviance Capital Partners
Florida
$1.19M -$149K -2,985 -11%
Prudential Financial
386
Prudential Financial
New Jersey
$1.18M -$127K -2,544 -10%
DP
387
Denver PWM
Colorado
$1.18M +$458K +9,149 +63%
PCS
388
Personal CFO Solutions
New Jersey
$1.18M +$99.9K +2,001 +9%
FSG
389
Financial Strategies Group
Michigan
$1.17M -$389K -7,794 -25%
AIM
390
Arcadia Investment Management
Michigan
$1.17M – – –
LL
391
LPWM LLC
Minnesota
$1.16M +$183K +3,651 +19%
TC
392
TAGStone Capital
North Carolina
$1.16M +$1.16M +23,130 New
FHA
393
Flagship Harbor Advisors
Massachusetts
$1.15M +$282K +5,639 +33%
CPIG
394
Chicago Partners Investment Group
Illinois
$1.15M +$1.15M +22,442 New
PA
395
Pinnacle Associates
New York
$1.14M -$252K -5,050 -18%
AWM
396
Aevitas Wealth Management
Massachusetts
$1.14M +$1.14M +22,831 New
AA
397
Addison Advisors
Vermont
$1.11M +$1.03M +20,621 +1,257%
HSWM
398
Hubbell Strickland Wealth Management
Louisiana
$1.11M +$35.3K +707 +3%
BG
399
Benedetti & Gucer
Georgia
$1.11M +$1.11M +22,208 New
WFA
400
Wade Financial Advisory
California
$1.11M -$884K -17,709 -44%
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