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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

756 hedge funds and large institutions have $12.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 314 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
13.07%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.33%
New
80
Increased
314
Reduced
262
Closed
81
Calls
$875K
Puts
$828K
Net Calls
+$47K
Net Calls Change
+$508K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$260M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$139M
3
RJA
Raymond James & Associates
Florida
+$132M
4
SCM
SCS Capital Management
Massachusetts
+$129M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$108M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$548M
2
Jane Street
Jane Street
New York
-$187M
3
FG
Foster Group
Iowa
-$97.4M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$87.8M
5
PAG
Private Advisor Group
New Jersey
-$70.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
501
MMA Asset Management
Pennsylvania
$638K +$121K +2,511 +23%
MLA
502
My Legacy Advisors
Oregon
$636K -$574K -11,851 -47%
EH
503
Equitable Holdings
New York
$633K -$235K -4,877 -27%
CAM
504
Cresset Asset Management
Illinois
$626K -$603K -12,536 -49%
PCMC
505
Paragon Capital Management (Colorado)
Colorado
$603K -$581K -12,069 -49%
WT
506
Washington Trust
Rhode Island
$594K – – –
CFMC
507
Curbstone Financial Management Corp
New Hampshire
$592K -$91.4K -1,900 -13%
CC
508
Callan Capital
California
$588K +$197K +4,088 +50%
BCP
509
Blue Chip Partners
Michigan
$587K – – –
DA
510
Detalus Advisors
Missouri
$586K – – –
GWMIA
511
Global Wealth Management Investment Advisory
Florida
$583K – – –
AF
512
Affiance Financial
Minnesota
$582K – – –
LFG
513
Lockerman Financial Group
California
$577K +$577K +11,981 New
KTA
514
Keeley-Teton Advisors
Illinois
$574K – – –
MRWM
515
ML&R Wealth Management
Texas
$573K +$573K +11,905 New
YIA
516
YHB Investment Advisors
Connecticut
$571K -$318K -6,600 -36%
WMA
517
West Michigan Advisors
Michigan
$563K -$17.8K -370 -3%
AA
518
Advisory Alpha
Michigan
$558K +$558K +11,584 New
TWM
519
TriaGen Wealth Management
California
$550K +$550K +11,434 New
BAM
520
Belpointe Asset Management
Nevada
$532K +$16.8K +350 +3%
BC
521
Burney Company
Virginia
$531K -$221K -4,583 -29%
AIP
522
Ameritas Investment Partners
Nebraska
$531K +$1.2K +25 +0.2%
HL
523
HeadInvest LLC
Maine
$530K – – –
AWM
524
Atticus Wealth Management
Florida
$524K – – –
RPG
525
Resource Planning Group
Georgia
$524K +$17.4K +361 +3%
19 20
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