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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 %
NC
401
NewSquare Capital
Pennsylvania
$1.1M -$47.2K -980 -4%
SL
402
Sentinus LLC
Illinois
$1.1M +$1.1M +22,754 New
EFS
403
Econ Financial Services
Pennsylvania
$1.09M -$866K -17,995 -44%
OL
404
Optas LLC
Texas
$1.09M +$66.7K +1,385 +7%
WFA
405
Wipfli Financial Advisors
Wisconsin
$1.07M +$738K +15,320 +220%
HSWM
406
Hubbell Strickland Wealth Management
Louisiana
$1.07M -$1.78K -37 -0.2%
CIP
407
Capital Insight Partners
Arizona
$1.07M -$468K -9,717 -31%
SIA
408
Soltis Investment Advisors
Utah
$1.05M – – –
HIGP
409
Hill Investment Group Partners
Missouri
$1.03M +$532K +11,055 +107%
DI
410
Disciplined Investments
Oklahoma
$1.02M -$230K -4,783 -18%
PFO
411
Pathstone Family Office
New Jersey
$1.02M +$1.02M +21,238 New
CA
412
Cetera Advisors
Colorado
$1.01M +$94.7K +1,967 +10%
WFA
413
Wade Financial Advisory
California
$1.01M -$60.6K -1,260 -6%
ECM
414
Exchange Capital Management
Michigan
$1M -$44.8K -930 -4%
PCIG
415
Partners Capital Investment Group
Massachusetts
$1M +$1M +20,798 New
CAWM
416
Capital Advisors Wealth Management
Washington
$999K -$39.5K -821 -4%
BAAM
417
Baker Avenue Asset Management
California
$996K +$90.4K +1,879 +10%
EWM
418
EPG Wealth Management
Georgia
$980K +$441K +9,165 +82%
WCFA
419
Walkner Condon Financial Advisors
Wisconsin
$978K -$14.8K -308 -1%
AWAG
420
ARS Wealth Advisors Group
Florida
$975K – – –
CHA
421
Cooper/Haims Advisors
New York
$974K -$3.19M -66,177 -77%
AP
422
Americana Partners
Texas
$971K +$971K +20,175 New
HNWAG
423
High Net Worth Advisory Group
Florida
$969K +$1.01K +21 +0.1%
HIP
424
HUB Investment Partners
Texas
$967K +$967K +20,096 New
BWM
425
Baystate Wealth Management
Massachusetts
$950K +$950K +19,738 New
15 16
17
18 19