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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
4
Bank of America
North Carolina
$198M
5
Jane Street
5
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B
2
SCM
2
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$176M
4
WT
4
Washington Trust
Rhode Island
$18K
5
PAG
5
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
551
Wealth CMT
New Jersey
$325K +$325K +5,911 New
DFC
552
DBK Financial Counsel
Ohio
$324K +$324K +5,900 New
PWMG
553
Prestige Wealth Management Group
New Jersey
$322K +$605 +11 +0.2%
RPG
554
Resource Planning Group
Georgia
$320K – – –
IF
555
IRON Financial
Illinois
$319K +$165 +3 +0.1%
SWPG
556
Strategic Wealth Partners Group
Illinois
$318K +$165 +3 +0.1%
OWM
557
Opes Wealth Management
California
$315K +$68.8K +1,255 +28%
EFS
558
Essex Financial Services
Connecticut
$312K +$25.1K +458 +9%
RC
559
Roundview Capital
New Jersey
$311K +$60.6K +1,103 +24%
HNB
560
Huntington National Bank
Ohio
$309K – – –
SL
561
SWMG LLC
Texas
$304K -$98.5K -1,794 -24%
MAG
562
Mayfair Advisory Group
Alabama
$304K – – –
BPWM
563
Badgley Phelps Wealth Managers
Washington
$302K -$109K -1,992 -27%
PIM
564
Progressive Investment Management
Oregon
$302K -$37.2K -677 -11%
ME
565
McIlrath & Eck
Washington
$302K +$96.4K +1,757 +47%
BCM
566
BTC Capital Management
Iowa
$300K +$300K +5,465 New
FSWA
567
Financial Synergies Wealth Advisors
Texas
$300K -$90.1K -1,641 -23%
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$74.7K +1,360 +33%
NCG
569
Newport Capital Group
New Jersey
$298K +$298K +5,433 New
AWM
570
Abound Wealth Management
Tennessee
$295K +$295K +5,371 New
FWIA
571
Fort Washington Investment Advisors
Ohio
$288K – – –
FMC
572
First Merchants Corp
Indiana
$288K +$68.6K +1,250 +31%
CRCM
573
Corbett Road Capital Management
Virginia
$280K -$2.53K -46 -0.9%
APP
574
Avantax Planning Partners
Iowa
$278K – – –
EPA
575
Element Pointe Advisors
Florida
$278K +$278K +5,066 New
21 22
23
24 25