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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.

Holders
855
Holders Change
+99
Holders Change %
+13.1%
% of All Funds
13.8%
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
1
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.28B
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$237M
4
RWP
4
RWA Wealth Partners
Massachusetts
$339M
5
SEI Investments
5
SEI Investments
Pennsylvania
$412M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
ACA
2
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
3
Karpus Investment Management
New York
$0
4
BF
4
Brooklyn FI
New York
$9.56M
5
MA
5
Mosaic Advisors
Texas
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$109M 2,199,873 -247,504 -10%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$108M 2,187,814 +160,032 +8%
Cerity Partners
28
Cerity Partners
New York
$103M 1,041,882 +198,812 +24%
MWM
29
Merriman Wealth Management
Washington
$102M 2,055,468 +1,228,344 +149%
HCC
30
Hirtle Callaghan & Co
Pennsylvania
$99M 2,000,087 +1,921,837 +2,456%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$98.1M 1,982,980 +265,228 +15%
LPL Financial
32
LPL Financial
California
$96.8M 1,955,583 +311,948 +19%
Ameriprise
33
Ameriprise
Minnesota
$95.4M 1,927,839 +284,436 +17%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$79.8M 1,612,773 +145,178 +10%
BFG
35
Bleakley Financial Group
New Jersey
$73M 1,475,446 +1,475,446 New
FAAM
36
First Ascent Asset Management
Colorado
$69.9M 1,412,221 +68,104 +5%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$69.7M 1,409,210 +1,409,210 New
WAG
38
Winthrop Advisory Group
Massachusetts
$62.1M 1,255,554 +140,208 +13%
SC
39
Savant Capital
Illinois
$53.1M 1,072,908 +17,900 +2%
RFC
40
Regions Financial Corp
Alabama
$49.5M 1,000,251 -74,983 -7%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$49.2M 995,021 +120,806 +14%
BBNB
42
Baker Boyer National Bank
Washington
$47.5M 958,902 +61,514 +7%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$47.1M 951,223 +161,070 +20%
MAS
44
Meeder Advisory Services
Ohio
$46.4M 936,679 +936,679 New
MIS
45
Morningstar Investment Services
Illinois
$45.8M 919,511 -80,433 -8%
WCWM
46
Willow Creek Wealth Management
California
$43.6M 881,703 +443,509 +101%
HSA
47
HBK Sorce Advisory
Pennsylvania
$41.6M 840,052 +833,868 +13,484%
M&T Bank
48
M&T Bank
New York
$40.5M 817,398 +439,534 +116%
Financial Engines Advisors
49
Financial Engines Advisors
California
$39M 788,640 +24,656 +3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$38.8M 783,414 +11,787 +2%
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