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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 %
ME
526
McIlrath & Eck
Washington
$523K -$165K -3,432 -24%
GRP
527
Global Retirement Partners
California
$523K -$11.7K -246 -2%
AR
528
Apeiron RIA
Texas
$521K -$326K -6,718 -39%
SF
529
Summit Financial
New Jersey
$518K +$204K +4,244 +65%
BCM
530
Brasada Capital Management
Texas
$515K -$225K -4,669 -30%
TFS
531
TrustCore Financial Services
Tennessee
$515K -$125K -2,600 -20%
SPC
532
Sigma Planning Corp
Michigan
$512K -$78.5K -1,629 -13%
MAP
533
Milestone Advisory Partners
North Carolina
$507K – – –
CA
534
Clearstead Advisors
Ohio
$507K +$470K +9,773 +1,284%
VIA
535
Vickerman Investment Advisors
Washington
$494K – – –
EFG
536
Erickson Financial Group
Pennsylvania
$491K -$14.2K -295 -3%
HKIM
537
Hayek Kallen Investment Management
Alabama
$491K – – –
FVWA
538
Foster Victor Wealth Advisors
South Carolina
$488K -$4.18K -86 -0.8%
CCM
539
Canal Capital Management
Virginia
$487K -$384K -7,978 -44%
UA
540
Unison Advisors
District of Columbia
$485K +$485K +10,078 New
AWP
541
Ascent Wealth Partners
New York
$476K +$257K +5,339 +118%
WS
542
Wedbush Securities
California
$474K +$3.33K +69 +0.7%
LAM
543
LifePro Asset Management
California
$471K – – –
RCM
544
Rain Capital Management
Oregon
$471K +$2.46K +51 +0.5%
MWP
545
Madison Wealth Partners
Wisconsin
$467K +$228K +4,730 +95%
CIM
546
Cambria Investment Management
California
$463K -$327K -6,795 -41%
HFAS
547
Hummer Financial Advisory Services
Illinois
$462K – – –
DLHL
548
Donald L. Hagan LLC
Florida
$460K +$460K +9,553 New
Fiera Capital (Canada)
549
Fiera Capital (Canada)
Quebec, Canada
$457K – – –
JJBC
550
James J. Burns & Company
New York
$457K +$457K +9,486 New
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