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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
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
Charles Schwab Investment Advisory
California
$1.28B
3
RWP
RWA Wealth Partners
Massachusetts
$339M
4
SEI Investments
SEI Investments
Pennsylvania
$412M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1B

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.39B
2
ACA
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
Karpus Investment Management
New York
$0
4
BF
Brooklyn FI
New York
$9.56M
5
MA
Mosaic Advisors
Texas
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
426
Pinnacle Associates
New York
$1.34M +$67K +1,353 +5%
EWA
427
ERTS Wealth Advisors
Michigan
$1.32M +$440K +8,898 +50%
PWMAG
428
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$121K +2,453 +10%
SSW
429
Stone Summit Wealth
Florida
$1.31M +$560K +11,321 +75%
CFA
430
Cahill Financial Advisors
Minnesota
$1.29M +$466K +9,421 +57%
FSG
431
Financial Strategies Group
Michigan
$1.28M +$328K +6,623 +34%
VCA
432
Verdence Capital Advisors
Maryland
$1.28M -$111K -2,237 -8%
CIP
433
Capital Insight Partners
Arizona
$1.28M +$181K +3,660 +17%
OL
434
Optas LLC
Texas
$1.28M +$158K +3,202 +14%
HI
435
Hendershot Investments
Virginia
$1.27M -$798K -16,133 -39%
CAG
436
Csenge Advisory Group
Florida
$1.27M +$56.3K +1,138 +5%
BCM
437
BTC Capital Management
Iowa
$1.26M +$1.26M +25,362 New
GJIA
438
Glass Jacobson Investment Advisors
Maryland
$1.25M +$1.25M +25,289 New
VFPI
439
Vantage Financial Partners (Illinois)
Illinois
$1.25M +$1.25M +25,200 New
NFG
440
Northeast Financial Group
Pennsylvania
$1.24M +$1.24M +25,071 New
RIM
441
Rockbridge Investment Management
New York
$1.24M +$887K +17,918 +254%
EC
442
Estate Counselors
Wisconsin
$1.23M -$5.27M -106,570 -81%
WIA
443
World Investment Advisors
California
$1.22M -$193K -3,899 -14%
GLLW
444
Graves Light Lenhart Wealth
Virginia
$1.21M -$4.62M -93,335 -79%
WLIM
445
White Lighthouse Investment Management
Massachusetts
$1.2M +$351K +7,083 +41%
EWM
446
EPG Wealth Management
Georgia
$1.17M +$158K +3,196 +16%
AIM
447
Arcadia Investment Management
Michigan
$1.16M – – –
WFM
448
Wolff Financial Management
Michigan
$1.15M +$6.09K +123 +0.5%
SRC
449
Sage Rhino Capital
California
$1.15M +$1.15M +23,295 New
PP
450
Prosperity Planning
Missouri
$1.14M -$1.25M – –
16 17
18
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