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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.

New
Increased
Maintained
Reduced
Closed
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
Charles Schwab Investment Advisory
California
+$467M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$400M
3
AL
Aspiriant LLC
California
+$266M
4
OWM
Orgel Wealth Management
Wisconsin
+$244M
5
Creative Planning
Creative Planning
Kansas
+$228M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$428M
2
SEI Investments
SEI Investments
Pennsylvania
-$153M
3
DY
Dowling & Yahnke
California
-$44.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$40.1M
5
OMC
Old Mission Capital
Illinois
-$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
476
Cypress Wealth Services
California
$687K – – –
BA
477
Bristlecone Advisors
Washington
$679K +$82.5K +1,652 +14%
SWM
478
SeaCrest Wealth Management
New York
$676K +$2.9K +58 +0.4%
OAJ
479
Ogorek Anthony Joseph
New York
$673K -$9.67K -194 -1%
BRWA
480
B. Riley Wealth Advisors
Florida
$670K +$119K +2,390 +22%
FAT
481
First American Trust
California
$668K -$144K -2,875 -18%
TFS
482
TrustCore Financial Services
Tennessee
$664K +$101K +2,020 +18%
SFA
483
Souders Financial Advisors
Ohio
$664K +$664K +13,293 New
FFS
484
Founders Financial Securities
Maryland
$658K -$6.33M -126,798 -91%
HI
485
Horizon Investments
North Carolina
$656K -$6.31M -126,798 -91%
CAM
486
Cresset Asset Management
Illinois
$647K -$339K -13,381 -34%
BWFA
487
Baltimore-Washington Financial Advisors
Maryland
$638K +$10.8K +217 +2%
MIM
488
Moseley Investment Management
Florida
$637K -$377K -7,547 -37%
RSWM
489
Robertson Stephens Wealth Management
California
$636K +$636K +12,746 New
SHFA
490
SC&H Financial Advisors
Maryland
$625K -$39.6K -793 -6%
WT
491
Washington Trust
Rhode Island
$615K +$49.9K +1,000 +9%
SPC
492
Sigma Planning Corp
Michigan
$612K -$122K -2,446 -17%
OCM
493
One Capital Management
California
$611K -$269K -5,390 -31%
IWM
494
IHT Wealth Management
Illinois
$610K +$406K +8,126 +199%
BCP
495
Blue Chip Partners
Michigan
$609K -$20K -400 -3%
DA
496
Detalus Advisors
Missouri
$608K +$608K +12,179 New
AF
497
Affiance Financial
Minnesota
$604K – – –
GWMIA
498
Global Wealth Management Investment Advisory
Florida
$604K +$16K +321 +3%
WMA
499
West Michigan Advisors
Michigan
$602K -$535K -10,720 -47%
RCAG
500
Rehmann Capital Advisory Group
Michigan
$601K +$601K +12,041 New
18 19
20
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