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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 %
VAM
451
Verity Asset Management
North Carolina
$856K +$856K +17,788 New
EWA
452
ERTS Wealth Advisors
Michigan
$855K -$741K -15,402 -46%
BAM
453
Baldrige Asset Management
Pennsylvania
$852K -$457K -9,481 -35%
ACM
454
Armbruster Capital Management
New York
$852K – – –
DADC
455
D.A. Davidson & Co
Montana
$851K +$29.8K +620 +4%
BCA
456
Bray Capital Advisors
Florida
$833K +$262K +5,450 +46%
WLIM
457
White Lighthouse Investment Management
Massachusetts
$828K +$364K +7,560 +78%
CAMG
458
CWA Asset Management Group
Florida
$827K +$84.4K +1,753 +11%
RTS
459
Round Table Services
New Jersey
$827K +$391K +8,122 +90%
CWA
460
Core Wealth Advisors
Florida
$825K +$47.2K +980 +6%
SWA
461
Sax Wealth Advisors
New Jersey
$818K +$818K +16,999 New
SEP
462
Southland Equity Partners
Missouri
$809K – – –
FAT
463
First American Trust
California
$809K +$165K +3,430 +26%
GDP
464
Great Diamond Partners
Maine
$804K – – –
NRI
465
NFP Retirement Inc
California
$803K +$228K +4,740 +40%
CFA
466
Cahill Financial Advisors
Minnesota
$797K +$76K +1,580 +11%
NSIM
467
North Star Investment Management
Illinois
$793K -$1.23M -25,600 -61%
BRWA
468
B. Riley Wealth Advisors
Florida
$786K +$140K +2,918 +22%
GP
469
Girard Partners
Pennsylvania
$776K +$776K +16,137 New
APIM
470
Agate Pass Investment Management
Washington
$774K -$1.75M -36,396 -69%
HR
471
Howe & Rusling
New York
$770K +$24.1K +501 +3%
SFA
472
Souders Financial Advisors
Ohio
$770K +$130K +2,704 +20%
FTS
473
Fifth Third Securities
Ohio
$769K -$16.5K -343 -2%
FFN
474
Focus Financial Network
Minnesota
$763K -$29K -602 -4%
CFGS
475
Concourse Financial Group Securities
Alabama
$762K -$45.3K -941 -6%
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