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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.

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
1
Charles Schwab Investment Advisory
California
$1.4B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.5B
3
AL
3
Aspiriant LLC
California
$275M
4
OWM
4
Orgel Wealth Management
Wisconsin
$244M
5
Creative Planning
5
Creative Planning
Kansas
$875M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$83.7M
2
SEI Investments
2
SEI Investments
Pennsylvania
$191M
3
DY
3
Dowling & Yahnke
California
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
SCS Capital Management
Massachusetts
$83.7M -$428M -8,578,603 -84%
PS
27
Portfolio Solutions
Michigan
$83M +$72.6M +1,454,249 +701%
Mariner
28
Mariner
Kansas
$78.8M +$34.9M +698,159 +79%
TF
29
TIAA FSB
Florida
$75.4M +$75.4M +1,509,679 New
US Bancorp
30
US Bancorp
Minnesota
$75.2M +$3.27M +65,576 +5%
ACA
31
Ackerman Capital Advisors
Texas
$74.3M +$69.6M +1,393,546 +1,475%
LPL Financial
32
LPL Financial
California
$70.4M -$7.24M -145,002 -9%
FWI
33
Facet Wealth Inc
Maryland
$69.9M +$69.9M +1,400,997 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$68.9M +$1.2M +24,022 +2%
WPW
35
Waldron Private Wealth
Pennsylvania
$63.4M +$63.4M +1,270,487 New
FAAM
36
First Ascent Asset Management
Colorado
$63.3M +$35.7M +714,565 +129%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$60.8M +$162K +3,248 +0.3%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$60.7M +$4.3M +86,050 +8%
SC
39
Savant Capital
Illinois
$58M +$54.4M +1,089,728 +1,505%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$54M +$45.1M +903,208 +505%
MIS
41
Morningstar Investment Services
Illinois
$51.3M -$500K -10,054 -1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$50.4M +$12.8M +256,706 +34%
RFC
43
Regions Financial Corp
Alabama
$50M +$766K +15,336 +2%
MA
44
Mosaic Advisors
Texas
$49.9M +$49.9M +999,154 New
HCM
45
Hengehold Capital Management
Ohio
$48.8M +$48.8M +978,447 New
MAM
46
Meeder Asset Management
Ohio
$45.3M +$5.7M +114,160 +14%
BWP
47
BSW Wealth Partners
Colorado
$44.1M +$44.1M +883,794 New
B
48
Brightworth
Georgia
$44M +$41M +821,226 +1,372%
Cerity Partners
49
Cerity Partners
New York
$40.7M +$32M +640,184 +365%
SFA
50
Sequoia Financial Advisors
Ohio
$39.1M +$4.93M +98,711 +14%
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