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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 %
Natixis Advisors
426
Natixis Advisors
Massachusetts
$945K +$945K +19,627 New
EWG
427
Executive Wealth Group
Washington
$944K – – –
PCI
428
Planning Center Inc
Illinois
$939K +$453K +9,322 +93%
HFA
429
Highland Financial Advisors
New Jersey
$936K +$28.3K +589 +3%
FSG
430
Financial Strategies Group
Michigan
$928K -$203K -4,223 -18%
IAG
431
Investment Advisory Group
Massachusetts
$924K – – –
ECG
432
Edge Capital Group
Georgia
$917K -$94.5K -1,962 -9%
RWA
433
Ropes Wealth Advisors
Massachusetts
$914K -$6.74K -140 -0.7%
BBW
434
Blue Barn Wealth
Utah
$910K -$85.8K -1,782 -9%
PGA
435
Portland Global Advisors
Maine
$906K – – –
WJA
436
Willis Johnson & Associates
Texas
$898K +$403K +8,370 +81%
WHCI
437
W.H. Cornerstone Investments
Massachusetts
$894K +$894K +18,401 New
FA
438
FC Advisory
Pennsylvania
$891K -$116K -2,414 -12%
BFO
439
Boston Family Office
Massachusetts
$888K – – –
AWS
440
AJ Wealth Strategies
New York
$886K -$2.84M -58,960 -76%
PA
441
Perennial Advisors
New York
$886K +$886K +18,400 New
SFG
442
Sovereign Financial Group
Connecticut
$885K -$14.9K -310 -2%
AWM
443
Axxcess Wealth Management
California
$884K -$503K -10,444 -36%
CDIA
444
Capital Directions Investment Advisors
Georgia
$875K -$907K -18,177 Closed
TC
445
Tenret Company
Florida
$869K +$377K +7,835 +77%
PP
446
PrairieView Partners
Minnesota
$868K +$21.9K +456 +3%
FAIM
447
Financial Advocates Investment Management
Washington
$868K +$65.5K +1,361 +8%
MWA
448
Moser Wealth Advisors
Washington
$867K +$475K +9,855 +121%
JBA
449
Johnson Bixby & Associates
Washington
$867K +$476K +9,894 +122%
PFA
450
Pure Financial Advisors
California
$857K +$20.3K +422 +2%
16 17
18
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