VTEB icon

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 %
PP
376
Prosperity Planning
Missouri
$1.25M -$1.24M – –
PA
377
Pinnacle Associates
New York
$1.24M +$142K +2,944 +13%
HS
378
Horan Securities
United States
$1.24M -$197K -4,082 -14%
AF
379
Advisornet Financial
Minnesota
$1.24M -$34.8K -723 -3%
CPIG
380
Chicago Partners Investment Group
Illinois
$1.24M +$168K +3,525 +16%
SAM
381
S.A. Mason
Michigan
$1.23M -$669K -13,900 -35%
HIMC
382
Heritage Investors Management Corp
Maryland
$1.23M +$1.23M +25,558 New
AFS
383
Annapolis Financial Services
Maryland
$1.2M -$363K -7,548 -23%
EPA
384
Element Pointe Advisors
Florida
$1.19M -$1.13M -23,550 -49%
MW
385
Marcum Wealth
Ohio
$1.19M +$231K +4,787 +24%
AA
386
Addison Advisors
Vermont
$1.19M +$118K +2,450 +11%
FHA
387
Flagship Harbor Advisors
Massachusetts
$1.19M +$79.2K +1,644 +7%
RF
388
Resolute Financial
Massachusetts
$1.19M +$177K +3,679 +18%
AWM
389
Aevitas Wealth Management
Massachusetts
$1.18M +$84.4K +1,753 +8%
CAG
390
Csenge Advisory Group
Florida
$1.18M -$251K -5,215 -18%
FCIM
391
Fairview Capital Investment Management
California
$1.18M -$52.9K -1,100 -4%
PCS
392
Personal CFO Solutions
New Jersey
$1.17M +$34.6K +718 +3%
IPW
393
Intergy Private Wealth
Colorado
$1.17M +$1.17M +24,358 New
AW
394
Alaethes Wealth
Nevada
$1.17M -$6.64K -138 -0.6%
CA
395
CoreCap Advisors
Michigan
$1.17M -$70.3K -1,460 -6%
PWMAG
396
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$213K +4,414 +22%
ACP
397
Aviance Capital Partners
Florida
$1.14M -$2.17K -45 -0.2%
AIM
398
Arcadia Investment Management
Michigan
$1.13M – – –
WFM
399
Wolff Financial Management
Michigan
$1.12M -$328K -6,815 -23%
DP
400
Denver PWM
Colorado
$1.12M -$22.7K -471 -2%
14 15
16
17 18