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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 %
MCM
451
McMillion Capital Management
North Carolina
$825K – – –
FFN
452
Focus Financial Network
Minnesota
$821K -$252K -5,053 -24%
CIM
453
Cambria Investment Management
California
$819K -$55K -1,102 -6%
FPIS
454
Financial Planning & Information Services
Wisconsin
$817K +$107K +2,149 +15%
IA
455
IFG Advisory
Georgia
$816K -$19.9K -399 -2%
FTS
456
Fifth Third Securities
Ohio
$815K +$815K +16,320 New
CWA
457
Core Wealth Advisors
Florida
$807K +$758K +15,169 +1,534%
VVP
458
Venture Visionary Partners
Ohio
$807K -$6.79K -136 -0.8%
DHFB
459
Dixon Hubard Feinour & Brown
Virginia
$804K +$25.4K +508 +3%
AIP
460
Almanack Investment Partners
Pennsylvania
$789K +$789K +15,806 New
CFG
461
Citizens Financial Group
Rhode Island
$788K +$788K +15,779 New
BC
462
Burney Company
Virginia
$779K +$475K +9,518 +156%
BWM
463
Benchmark Wealth Management
Connecticut
$776K +$776K +15,545 New
HR
464
Howe & Rusling
New York
$774K +$18.8K +376 +2%
CAMG
465
CWA Asset Management Group
Florida
$770K +$79.4K +1,591 +12%
BCM
466
Brasada Capital Management
Texas
$767K +$767K +15,370 New
FNWM
467
Financial Network Wealth Management
Utah
$762K +$152K +3,041 +25%
HIF
468
Hill Island Financial
Michigan
$748K -$328K -6,567 -30%
CFA
469
Cahill Financial Advisors
Minnesota
$748K -$117K -2,352 -14%
HFS
470
Heritage Financial Services
Massachusetts
$726K -$81.9K -1,643 -10%
ME
471
McIlrath & Eck
Washington
$713K +$423K +8,481 +146%
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$710K -$342K -6,841 -32%
CFMC
473
Curbstone Financial Management Corp
New Hampshire
$709K -$562K -11,250 -44%
SI
474
Saxon Interests
Texas
$709K -$197K -3,936 -22%
OIA
475
OneDigital Investment Advisors
Kansas
$709K -$22.9K -458 -3%
17 18
19
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