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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 %
PFO
501
Pathstone Family Office
New Jersey
$885K -$166K -3,348 -16%
HIGP
502
Hill Investment Group Partners
Missouri
$884K -$176K -3,549 -17%
AIP
503
Ameritas Investment Partners
Nebraska
$883K +$336K +6,793 +62%
RVPG
504
Relative Value Partners Group
$878K -$1.5M -30,211 -63%
FPF
505
First Pacific Financial
Washington
$872K +$608K +12,280 +230%
RW
506
Reframe Wealth
Virginia
$866K +$866K +17,504 New
CDIA
507
Capital Directions Investment Advisors
Georgia
$866K +$866K +17,504 New
HCM
508
Hollencrest Capital Management
California
$862K +$862K +17,425 New
LA
509
Lane & Associates
New Jersey
$862K +$862K +17,417 New
MWA
510
Moser Wealth Advisors
Washington
$861K -$29.7K -600 -3%
MFG
511
MidWestOne Financial Group
Iowa
$861K +$861K +17,388 New
AF
512
Affiance Financial
Minnesota
$859K +$260K +5,263 +44%
NSIM
513
North Star Investment Management
Illinois
$856K +$40.6K +821 +5%
SWA
514
Sax Wealth Advisors
New Jersey
$847K +$6.19K +125 +0.7%
EWA
515
Encompass Wealth Advisors
Oregon
$842K +$392K +7,920 +87%
UW
516
Unique Wealth
Florida
$839K +$839K +16,962 New
AAS
517
Avantax Advisory Services
Texas
$837K -$574K -11,597 -41%
SEP
518
Southland Equity Partners
Missouri
$832K – – –
PG
519
Proffitt & Goodson
Tennessee
$829K -$3.72M -75,156 -82%
CB
520
Cadence Bank
Mississippi
$820K +$820K +16,575 New
IA
521
IFG Advisory
Georgia
$814K +$158K +3,199 +24%
WT
522
Whittier Trust
California
$813K -$733K -14,807 -47%
IAG
523
Investment Advisory Group
Massachusetts
$811K -$139K -2,803 -15%
HWA
524
HHM Wealth Advisors
Tennessee
$799K +$799K +16,148 New
FHA
525
Flagship Harbor Advisors
Massachusetts
$799K -$420K -8,491 -34%
19 20
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