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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 %
RCG
501
Regatta Capital Group
California
$445K +$445K +8,099 New
DWM
502
Doyle Wealth Management
Florida
$441K +$75.9K +1,383 +21%
DCM
503
Donaldson Capital Management
Indiana
$440K – – –
WCA
504
Waypoint Capital Advisors
Minnesota
$440K +$440K +8,012 New
DP
505
Divergent Planning
Maryland
$440K +$440K +8,014 New
FIBT
506
First International Bank & Trust
North Dakota
$434K +$434K +7,895 New
CWM
507
Cahaba Wealth Management
Georgia
$430K +$2.31K +42 +0.5%
MAM
508
MMA Asset Management
Pennsylvania
$429K – – –
MSFS
509
Main Street Financial Solutions
Pennsylvania
$428K +$1.54K +28 +0.4%
G
510
GenTrust
Florida
$424K -$488K -9,112 -54%
KA
511
Kovack Advisors
Florida
$424K +$31.7K +577 +8%
WMA
512
Wealth Management Associates
New Jersey
$412K +$6.04K +110 +1%
SP
513
Successful Portfolios
Florida
$411K +$9.06K +165 +2%
RWP
514
Revolve Wealth Partners
New Jersey
$410K +$410K +7,465 New
PA
515
Parallel Advisors
California
$407K +$68.8K +1,253 +20%
PWP
516
Personal Wealth Partners
Minnesota
$405K – – –
BWM
517
BCS Wealth Management
Tennessee
$403K +$403K +7,342 New
ATC
518
Argent Trust Co
Tennessee
$402K -$300K -5,474 -43%
DP
519
Denver PWM
Colorado
$401K +$40.6K +740 +11%
VIM
520
Vista Investment Management
Pennsylvania
$401K +$148K +2,700 +59%
FNBT
521
FineMark National Bank & Trust
Florida
$400K +$400K +7,280 New
TCBWMS
522
Texas Capital Bank Wealth Management Services
Texas
$399K -$6.41M -116,747 -94%
TCM
523
TD Capital Management
Tennessee
$395K +$1.81K +33 +0.5%
FF
524
Financial Futures
New Jersey
$395K +$395K +7,195 New
CA
525
Calton & Associates
Florida
$393K +$2.91K +53 +0.7%
19 20
21
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