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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$355M
2
Creative Planning
2
Creative Planning
Kansas
$668M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
DY
4
Dowling & Yahnke
California
$152M
5
Jane Street
5
Jane Street
New York
$197M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.14B
2
CSIA
2
Charles Schwab Investment Advisory
California
$962M
3
ACA
3
Ackerman Capital Advisors
Texas
$4.87M
4
LP
4
LGL Partners
Pennsylvania
$6.84M
5
FWM
5
FFT Wealth Management
Pennsylvania
$9.74M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$58.2M 1,129,650 -52,818 -4%
Osaic Holdings
27
Osaic Holdings
Arizona
$57.2M 1,158,685 +292,929 +34%
MIS
28
Morningstar Investment Services
Illinois
$53.6M 1,040,558 +175,742 +20%
RFC
29
Regions Financial Corp
Alabama
$50.8M 986,339 +104,076 +12%
PAG
30
Private Advisor Group
New Jersey
$45.5M 882,865 +123,902 +16%
Mariner
31
Mariner
Kansas
$45.4M 880,594 +140,849 +19%
MAM
32
Meeder Asset Management
Ohio
$40.9M 793,801 +137,950 +21%
Vanguard Group
33
Vanguard Group
Pennsylvania
$40.1M 777,760 -241,289 -24%
MWM
34
Merriman Wealth Management
Washington
$39.6M 768,841 +705,974 +1,123%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$38.8M 753,124 +137 +0%
PFP
36
Pinnacle Financial Partners
Tennessee
$36.4M 706,258 +116,959 +20%
PO
37
Private Ocean
California
$35.4M 687,424 +12,342 +2%
SFA
38
Sequoia Financial Advisors
Ohio
$35.3M 684,204 +409,023 +149%
PCM
39
Passive Capital Management
Maryland
$34.9M 677,570 +75,704 +13%
AWM
40
Altium Wealth Management
New York
$33.1M 642,413 -230,595 -26%
Stifel Financial
41
Stifel Financial
Missouri
$31.1M 604,066 +69,486 +13%
LRIA
42
Leonard Rickey Investment Advisors
Washington
$30.5M 591,044 -28,236 -5%
MCWS
43
McKinley Carter Wealth Services
West Virginia
$29.6M 574,243 +145,341 +34%
FAAM
44
First Ascent Asset Management
Colorado
$28.5M 553,748 +79,967 +17%
MWP
45
Meridian Wealth Partners
Pennsylvania
$28.5M 552,512 +532,664 +2,684%
AWE
46
Avidian Wealth Enterprises
Texas
$27.4M 531,109 +33,296 +7%
BlackRock
47
BlackRock
New York
$27.3M 529,648 -44,177 -8%
CFA
48
Capstone Financial Advisors
Illinois
$26.6M 515,419 +486,014 +1,653%
SBL
49
Sargent Bickham Lagudis
Colorado
$25.9M 502,236 -427,490 -46%
Goldman Sachs
50
Goldman Sachs
New York
$25.4M 492,743 +391,788 +388%
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