VTEB icon

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 %
CCM
501
Coldstream Capital Management
Washington
$599K -$437K -8,752 -42%
NRI
502
NFP Retirement Inc
California
$596K -$611K -12,249 -51%
KTA
503
Keeley-Teton Advisors
Illinois
$595K – – –
BCA
504
Bray Capital Advisors
Florida
$591K -$3.93M -78,800 -87%
TWP
505
TFO Wealth Partners
Ohio
$588K +$588K +11,777 New
FIA
506
Foundations Investment Advisors
Arizona
$583K +$64K +1,273 +12%
GRP
507
Global Retirement Partners
California
$562K -$48.2K -965 -8%
EFG
508
Everhart Financial Group
Ohio
$561K -$1.86M -37,334 -77%
EWM
509
EPG Wealth Management
Georgia
$558K +$159K +3,181 +40%
CI
510
CX Institutional
Indiana
$555K +$555K +11,119 New
GT
511
Glenview Trust
Kentucky
$551K – – –
HL
512
HeadInvest LLC
Maine
$549K – – –
AIP
513
Ameritas Investment Partners
Nebraska
$549K +$997 +20 +0.2%
WA
514
WBH Advisory
Maryland
$541K -$702K -13,936 -56%
HSA
515
HBK Sorce Advisory
Pennsylvania
$538K -$1.12M -22,384 -67%
MAM
516
MMA Asset Management
Pennsylvania
$537K – – –
Fisher Asset Management
517
Fisher Asset Management
Washington
$534K -$39K -781 -7%
BAM
518
Belpointe Asset Management
Nevada
$534K -$7.38K -148 -1%
CPP
519
Capasso Planning Partners
South Carolina
$530K +$36.8K +737 +7%
BFA
520
Brown Financial Advisory
Alabama
$528K -$8.26M -165,337 -94%
MAP
521
Milestone Advisory Partners
North Carolina
$527K -$1.77M -35,433 -77%
RPG
522
Resource Planning Group
Georgia
$526K +$252K +5,052 +92%
LFA
523
Level Financial Advisors
New York
$526K +$321K +6,431 +157%
AWM
524
Atticus Wealth Management
Florida
$524K -$105K -2,096 -17%
EFG
525
Erickson Financial Group
Pennsylvania
$524K -$30K -600 -5%
19 20
21
22 23