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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
Bank of America
North Carolina
$198M
5
Jane Street
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.58B
2
SCM
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
4
WT
Washington Trust
Rhode Island
$18K
5
PAG
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPIS
426
Financial Planning & Information Services
Wisconsin
$677K -$13.1K -238 -2%
SC
427
Seldon Capital
California
$670K +$670K +12,200 New
FNWM
428
Financial Network Wealth Management
Utah
$669K +$95.1K +1,731 +17%
SSW
429
Stone Summit Wealth
Florida
$665K +$665K +12,145 New
BA
430
Bristlecone Advisors
Washington
$662K +$5K +91 +0.8%
KTA
431
Keeley-Teton Advisors
Illinois
$655K – – –
WLIM
432
White Lighthouse Investment Management
Massachusetts
$653K +$13.6K +248 +2%
AF
433
Affiance Financial
Minnesota
$652K +$6.04K +110 +0.9%
IWM
434
IHT Wealth Management
Illinois
$650K +$15.9K +289 +3%
EFA
435
Evernest Financial Advisors
Indiana
$641K +$641K +12,661 New
Lido Advisors
436
Lido Advisors
California
$636K +$129K +2,353 +25%
HWMG
437
Hurlow Wealth Management Group
Indiana
$635K -$562K -10,150 -47%
GWMIA
438
Global Wealth Management Investment Advisory
Florida
$633K – – –
CCMD
439
Cypress Capital Management (Delaware)
Delaware
$631K +$631K +11,500 New
AC
440
ASB Consultores
Florida
$630K +$630K +11,475 New
BPA
441
Beacon Pointe Advisors
California
$627K -$12.6K -229 -2%
Renaissance Technologies
442
Renaissance Technologies
New York
$621K +$621K +11,315 New
HIF
443
Hill Island Financial
Michigan
$620K +$620K +11,290 New
TFS
444
TrustCore Financial Services
Tennessee
$619K -$16.5K -301 -3%
VIA
445
Vickerman Investment Advisors
Washington
$612K – – –
PP
446
PDS Planning
Ohio
$612K +$2.74K +50 +0.5%
AR
447
Apeiron RIA
Texas
$611K +$611K +11,124 New
EFG
448
Erickson Financial Group
Pennsylvania
$609K +$609K +11,091 New
HL
449
HeadInvest LLC
Maine
$604K – – –
PFO
450
Pathstone Family Office
New Jersey
$602K +$104K +1,893 +21%
16 17
18
19 20