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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
4
Bank of America
North Carolina
$198M
5
Jane Street
5
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B
2
SCM
2
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$176M
4
WT
4
Washington Trust
Rhode Island
$18K
5
PAG
5
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFAS
476
Hummer Financial Advisory Services
Illinois
$527K – – –
FVWA
477
Foster Victor Wealth Advisors
South Carolina
$527K +$188K +3,449 +55%
ECM
478
Exchange Capital Management
Michigan
$525K +$525K +9,560 New
SAM
479
Summit Asset Management
Tennessee
$525K +$525K +9,565 New
WS
480
Wedbush Securities
California
$524K +$5.1K +93 +1%
BRWA
481
B. Riley Wealth Advisors
Florida
$523K +$32K +581 +7%
UA
482
Unison Advisors
District of Columbia
$521K +$2.75K +50 +0.5%
LAM
483
LifePro Asset Management
California
$520K +$520K +9,476 New
OWA
484
Opal Wealth Advisors
New York
$516K +$516K +9,398 New
BSB
485
Bangor Savings Bank
Maine
$507K +$507K +9,231 New
CSPIA
486
Cary Street Partners Investment Advisory
Virginia
$497K +$194K +3,525 +64%
PWLP
487
Prio Wealth Limited Partnership
Massachusetts
$491K – – –
RIM
488
Rockbridge Investment Management
New York
$489K – – –
BJL
489
Brighton Jones LLC
Washington
$489K +$58.2K +1,061 +14%
Franklin Resources
490
Franklin Resources
California
$487K – – –
AAP
491
Arax Advisory Partners
Colorado
$481K -$46.5K -847 -9%
CIM
492
Cambria Investment Management
California
$479K +$7.36K +134 +2%
BOPW
493
Brandywine Oak Private Wealth
Pennsylvania
$479K +$25K +456 +6%
VCM
494
Vivaldi Capital Management
Illinois
$478K -$151K -2,760 -24%
VCM
495
Versant Capital Management
Arizona
$474K +$10.6K +193 +2%
CBFP
496
Cedar Brook Financial Partners
Ohio
$471K -$12.7K -231 -3%
GW
497
GW & Wade
Massachusetts
$462K +$329 +6 +0.1%
WWM
498
Wolff Wiese Magana
California
$460K +$42.5K +773 +10%
CFO
499
Custos Family Office
Texas
$459K +$459K +8,368 New
IA
500
IFP Advisors
Florida
$450K +$45.7K +833 +11%
18 19
20
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