VTEB icon

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 %
CA
426
Cetera Advisors
Colorado
$952K -$264K -5,285 -22%
HFA
427
Highland Financial Advisors
New Jersey
$942K +$942K +18,861 New
PGA
428
Portland Global Advisors
Maine
$940K -$9.24K -185 -1%
BAAM
429
Baker Avenue Asset Management
California
$939K +$939K +18,819 New
WWM
430
Wiser Wealth Management
Georgia
$934K +$934K +18,718 New
SIC
431
Sigma Investment Counselors
Michigan
$933K -$165K -3,314 -15%
SFG
432
Sovereign Financial Group
Connecticut
$933K -$8.09K -162 -0.9%
CCMD
433
Cypress Capital Management (Delaware)
Delaware
$924K +$350K +7,000 +61%
YIA
434
YHB Investment Advisors
Connecticut
$922K -$374K -7,500 -29%
BFO
435
Boston Family Office
Massachusetts
$921K -$532K -10,663 -37%
CDIA
436
Capital Directions Investment Advisors
Georgia
$907K +$858K +17,197 +1,755%
BWM
437
Boyd Wealth Management
California
$906K +$906K +18,158 New
CCM
438
Canal Capital Management
Virginia
$904K +$904K +18,100 New
EH
439
Equitable Holdings
New York
$900K +$143K +2,872 +19%
ACM
440
Armbruster Capital Management
New York
$883K -$2.46M -49,362 -74%
PP
441
PrairieView Partners
Minnesota
$878K -$435K -8,706 -33%
SWM
442
Soundmark Wealth Management
Washington
$872K +$872K +17,470 New
AIM
443
AMI Investment Management
Indiana
$868K -$39.9K -800 -4%
PFA
444
Pure Financial Advisors
California
$868K +$868K +17,380 New
FPAS
445
Focus Partners Advisor Solutions
Missouri
$862K +$284K +5,693 +49%
DADC
446
D.A. Davidson & Co
Montana
$851K +$253K +5,064 +42%
SEP
447
Southland Equity Partners
Missouri
$839K – – –
CFGS
448
Concourse Financial Group Securities
Alabama
$837K -$47K -941 -5%
GDP
449
Great Diamond Partners
Maine
$834K -$1.3M -26,140 -61%
FAIM
450
Financial Advocates Investment Management
Washington
$832K -$125K -2,504 -13%
16 17
18
19 20