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 %
OHWA
376
Oak Hill Wealth Advisors
Virginia
$1.79M +$1.79M +36,233 New
KeyBank National Association
377
KeyBank National Association
Ohio
$1.79M +$101K +2,034 +6%
BCG
378
Breakwater Capital Group
New Jersey
$1.79M +$1.79M +36,105 New
DC
379
Davenport & Co
Virginia
$1.77M +$26.9K +544 +2%
VBWMG
380
Von Berge Wealth Management Group
California
$1.76M +$8.02K +158 +0.5%
SIS
381
Strategic Investment Solutions
Illinois
$1.74M +$1.74M +34,107 New
MAC
382
Mason & Associates (California)
California
$1.74M +$1.74M +35,112 New
NRI
383
NFP Retirement Inc
California
$1.71M +$888K +17,938 +107%
GFWA
384
Grey Fox Wealth Advisors
Delaware
$1.69M +$1.69M +34,219 New
CPP
385
Capasso Planning Partners
South Carolina
$1.69M -$137K -2,767 -7%
SWA
386
Stratos Wealth Advisors
Ohio
$1.68M -$60K -1,213 -3%
BAAM
387
Baker Avenue Asset Management
California
$1.68M +$659K +13,309 +64%
GA
388
Greenspring Advisors
Maryland
$1.68M +$224K +4,523 +15%
TI
389
Truepoint Inc
Ohio
$1.67M +$1.67M +33,805 New
FCA
390
FLC Capital Advisors
California
$1.65M +$1.65M +33,378 New
PCIA
391
Prime Capital Investment Advisors
Kansas
$1.65M -$103K -2,087 -6%
WP
392
WealthShield Partners
North Carolina
$1.64M +$862K +17,413 +110%
SW
393
SteelPeak Wealth
California
$1.64M -$1.2M -24,245 -42%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$21.7K +438 +1%
IWM
395
IHT Wealth Management
Illinois
$1.59M -$1.17M -23,563 -42%
MPCL
396
My Personal CFO LLC
Washington
$1.58M – – –
HAS
397
HBW Advisory Services
California
$1.55M -$84K -1,696 -5%
HFA
398
Highland Financial Advisors
New Jersey
$1.54M +$575K +11,616 +60%
RZH
399
Relyea Zuckerberg Hanson
Connecticut
$1.53M +$1.1M +22,183 +252%
EFG
400
Everhart Financial Group
Ohio
$1.5M +$766K +15,472 +104%
14 15
16
17 18