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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 %
OCM
401
One Capital Management
California
$909K -$3.76K -73 -0.4%
CIM
402
Cambria Investment Management
California
$903K +$453K +8,793 +101%
FHA
403
Flagship Harbor Advisors
Massachusetts
$894K -$42.7K -829 -5%
CFA
404
Cahill Financial Advisors
Minnesota
$894K +$543K +10,521 +154%
SEP
405
Southland Equity Partners
Missouri
$867K – – –
IA
406
IFG Advisory
Georgia
$864K -$85.4K -1,657 -9%
MCM
407
McMillion Capital Management
North Carolina
$852K +$96.8K +1,878 +13%
HF
408
Halpern Financial
Virginia
$843K +$843K +16,344 New
VVP
409
Venture Visionary Partners
Ohio
$840K +$840K +16,300 New
FAT
410
First American Trust
California
$838K +$8.56K +166 +1%
S
411
SignatureFD
Georgia
$836K +$790K +15,322 +1,716%
HFS
412
Heritage Financial Services
Massachusetts
$835K +$2.94K +57 +0.4%
Thrivent Financial for Lutherans
413
Thrivent Financial for Lutherans
Minnesota
$821K +$821K +15,931 New
DHFB
414
Dixon Hubard Feinour & Brown
Virginia
$804K – – –
CMBA
415
C.M. Bidwell & Associates
Hawaii
$803K -$43.2K -837 -5%
WIA
416
World Investment Advisors
California
$796K +$7.27K +141 +0.9%
MW
417
Marcum Wealth
Ohio
$787K +$242K +4,692 +44%
TCBWMS
418
Texas Capital Bank Wealth Management Services
Texas
$783K +$408K +7,920 +109%
EH
419
Equitable Holdings
New York
$782K -$251K -4,866 -24%
HR
420
Howe & Rusling
New York
$780K +$14.1K +273 +2%
SSWM
421
Sheets Smith Wealth Management
North Carolina
$775K -$42.8K -831 -5%
EWA
422
ERTS Wealth Advisors
Michigan
$771K +$771K +14,963 New
HWM
423
Howard Wealth Management
Connecticut
$764K +$14.1K +273 +2%
WAG
424
Winthrop Advisory Group
Massachusetts
$761K +$4.69K +91 +0.6%
SPC
425
Sigma Planning Corp
Michigan
$758K -$767K -14,882 -50%
15 16
17
18 19