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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 %
HIGP
526
Hill Investment Group Partners
Missouri
$517K -$1.2M -24,000 -70%
WJA
527
Willis Johnson & Associates
Texas
$514K +$514K +10,293 New
VIA
528
Vickerman Investment Advisors
Washington
$513K – – –
TC
529
Tenret Company
Florida
$510K -$9.54K -191 -2%
FVWA
530
Foster Victor Wealth Advisors
South Carolina
$509K -$32K -636 -6%
HKIM
531
Hayek Kallen Investment Management
Alabama
$509K – – –
PA
532
Parallel Advisors
California
$506K -$56.6K -1,134 -10%
TLP
533
Trinity Legacy Partners
Texas
$504K – – –
PCI
534
Planning Center Inc
Illinois
$503K +$503K +10,011 New
BJL
535
Brighton Jones LLC
Washington
$497K -$708K -14,173 -59%
LAM
536
LifePro Asset Management
California
$489K +$15.5K +311 +3%
SG
537
StoneX Group
New York
$488K -$215K -4,300 -31%
VPIM
538
Vanguard Personalized Indexing Management
California
$488K -$213K -4,264 -30%
WS
539
Wedbush Securities
California
$488K – – –
MA
540
MONECO Advisors
Connecticut
$488K +$488K +9,785 New
RCM
541
Rain Capital Management
Oregon
$486K +$486K +9,727 New
LWP
542
Lumature Wealth Partners
Georgia
$484K -$42.9K -860 -8%
WLIM
543
White Lighthouse Investment Management
Massachusetts
$482K +$92.5K +1,852 +24%
HFAS
544
Hummer Financial Advisory Services
Illinois
$479K – – –
IC
545
IEQ Capital
California
$478K +$127K +2,536 +36%
Fiera Capital (Canada)
546
Fiera Capital (Canada)
Quebec, Canada
$474K +$474K +9,500 New
FCBT
547
First Citizens Bank & Trust
North Carolina
$471K +$471K +9,430 New
PW
548
Peninsula Wealth
California
$470K -$10.7K -215 -2%
EA
549
Evergreen Advisors
Tennessee
$469K – – –
FCA
550
FinTrust Capital Advisors
South Carolina
$456K +$456K +8,977 New
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