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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 %
ML
401
Mayport LLC
Massachusetts
$1.5M -$106K -2,150 -7%
MW
402
Marcum Wealth
Ohio
$1.5M +$279K +5,635 +23%
SI
403
Stephens Inc
Arkansas
$1.5M -$1.53M -30,970 -50%
SIG
404
Sargent Investment Group
Maryland
$1.49M +$1.17M +23,700 +367%
FNC
405
First National Corp
Massachusetts
$1.49M +$1.49M +30,096 New
EH
406
Equitable Holdings
New York
$1.49M +$834K +16,859 +128%
CCA
407
Checchi Capital Advisers
California
$1.48M +$1.48M +29,817 New
PCWA
408
Pacific Capital Wealth Advisors
California
$1.46M -$812K -16,412 -36%
FHC
409
First Heartland Consultants
Missouri
$1.46M +$1.2M +24,162 +460%
THWM
410
Taylor Hoffman Wealth Management
Virginia
$1.45M -$651K -13,153 -31%
RWI
411
Red Wave Investments
Pennsylvania
$1.44M -$1.12M -22,568 -44%
PFA
412
Petra Financial Advisors
Colorado
$1.44M +$1.44M +29,122 New
CW
413
CreativeOne Wealth
Kansas
$1.44M +$124K +2,505 +9%
PP
414
Patron Partners
Texas
$1.43M -$37.1K -750 -3%
CWM
415
Centurion Wealth Management
Virginia
$1.42M +$1.42M +28,729 New
GAG
416
Goodman Advisory Group
Massachusetts
$1.41M +$1.41M +28,451 New
CCG
417
Chatham Capital Group
Georgia
$1.4M -$651K -13,150 -32%
VC
418
Veery Capital
Delaware
$1.4M +$2.03K +41 +0.1%
BFG
419
Bouchey Financial Group
New York
$1.4M – – –
BDF
420
Black Diamond Financial
Maryland
$1.37M – – –
ML
421
McAdam LLC
Pennsylvania
$1.36M -$4.63M -84,402 -77%
MWP
422
Meridian Wealth Partners
Pennsylvania
$1.35M +$3.07K +62 +0.2%
WIC
423
Whitegate Investment Counselors
New Hampshire
$1.35M -$680K -13,745 -34%
SOS
424
Silver Oak Securities
Tennessee
$1.35M +$1.35M +27,225 New
AF
425
Advisornet Financial
Minnesota
$1.35M +$74K +1,496 +6%
15 16
17
18 19