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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.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+99
Holders Change %
+13.1%
% of All Funds
13.79%
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
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
Charles Schwab Investment Advisory
California
$1.28B
3
RWP
RWA Wealth Partners
Massachusetts
$339M
4
SEI Investments
SEI Investments
Pennsylvania
$412M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1B

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.39B
2
ACA
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
Karpus Investment Management
New York
$0
4
BF
Brooklyn FI
New York
$9.56M
5
MA
Mosaic Advisors
Texas
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BV
476
Boxwood Ventures
Illinois
$1.01M +$1.01M +20,380 New
CAWM
477
Capital Advisors Wealth Management
Washington
$1.01M -$18.8K -379 -2%
AWAG
478
ARS Wealth Advisors Group
Florida
$1M – – –
SB
479
Strategic Blueprint
Georgia
$999K +$999K +20,192 New
OCM
480
One Capital Management
California
$999K +$999K +20,187 New
AP
481
Americana Partners
Texas
$998K – – –
GIA
482
Goodwin Investment Advisory
Georgia
$998K -$1.96M -39,682 -66%
SL
483
Sentinus LLC
Illinois
$994K -$139K -2,784 -12%
BWM
484
Baystate Wealth Management
Massachusetts
$990K +$12.9K +260 +1%
BB
485
Bell Bank
North Dakota
$988K -$306K -6,176 -24%
RF
486
Resolute Financial
Massachusetts
$979K -$240K -4,846 -20%
PCS
487
Personal CFO Solutions
New Jersey
$967K -$238K -4,813 -20%
TPCW
488
TD Private Client Wealth
New York
$963K +$229K +4,622 +31%
JGIA
489
Jackson Grant Investment Advisers
Connecticut
$953K -$355K -7,180 -27%
RWA
490
Ropes Wealth Advisors
Massachusetts
$939K – – –
BCA
491
Bray Capital Advisors
Florida
$939K +$83.1K +1,679 +10%
FA
492
Fiducient Advisors
Illinois
$939K +$939K +18,968 New
FAT
493
First American Trust
California
$933K +$102K +2,057 +12%
CWA
494
Core Wealth Advisors
Florida
$923K +$75.1K +1,518 +9%
AWAP
495
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$916K +$916K +18,500 New
CFGS
496
Concourse Financial Group Securities
Alabama
$904K +$121K +2,447 +15%
SFG
497
Sterling Financial Group
California
$901K +$901K +18,200 New
HI
498
Human Investing
Oregon
$893K -$4.67M -94,449 -84%
BAM
499
Belpointe Asset Management
Nevada
$892K +$345K +6,970 +63%
NCM
500
Northwest Capital Management
Oregon
$889K +$889K +17,971 New
18 19
20
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