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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
401
Patron Partners
Texas
$1.1M -$41.2K -826 -4%
BCM
402
Blume Capital Management
California
$1.1M -$207K -4,150 -16%
ECM
403
Exchange Capital Management
Michigan
$1.09M +$421K +8,440 +63%
SIA
404
Soltis Investment Advisors
Utah
$1.08M – – –
CAWM
405
Capital Advisors Wealth Management
Washington
$1.08M -$46K -921 -4%
SF
406
Synovus Financial
Georgia
$1.06M -$2.31M -46,298 -69%
OL
407
Optas LLC
Texas
$1.06M +$3.74K +75 +0.4%
PTC
408
Philadelphia Trust Company
Pennsylvania
$1.05M -$2.13M -42,720 -67%
CP
409
Corbenic Partners
Pennsylvania
$1.05M -$8.29K -166 -0.8%
ECG
410
Edge Capital Group
Georgia
$1.05M -$89.6K -1,796 -8%
RF
411
Resolute Financial
Massachusetts
$1.05M +$1.05M +20,941 New
FA
412
FC Advisory
Pennsylvania
$1.04M -$392K -7,853 -27%
BBW
413
Blue Barn Wealth
Utah
$1.03M +$1.6K +32 +0.2%
WCFA
414
Walkner Condon Financial Advisors
Wisconsin
$1.03M -$20.6K -412 -2%
AWAG
415
ARS Wealth Advisors Group
Florida
$1.01M – – –
APP
416
Avantax Planning Partners
Iowa
$1.01M +$753K +15,087 +298%
HNWAG
417
High Net Worth Advisory Group
Florida
$1M +$12.3K +247 +1%
BWA
418
Burt Wealth Advisors
Maryland
$998K -$961K -19,269 -49%
MW
419
Marcum Wealth
Ohio
$996K +$234K +4,683 +31%
PWMAG
420
Pinnacle Wealth Management Advisory Group
New Jersey
$984K -$325K -6,520 -25%
EWG
421
Executive Wealth Group
Washington
$978K – – –
SSW
422
Stone Summit Wealth
Florida
$975K +$620K +12,413 +175%
MWA
423
Martel Wealth Advisors
Washington
$958K -$1.11M -22,510 -54%
IAG
424
Investment Advisory Group
Massachusetts
$958K – – –
RWA
425
Ropes Wealth Advisors
Massachusetts
$955K -$14.7K -295 -2%
15 16
17
18 19