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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
+$280M
2
Creative Planning
Creative Planning
Kansas
+$273M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$172M
4
DY
Dowling & Yahnke
California
+$152M
5
Jane Street
Jane Street
New York
+$152M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$344M
2
CSIA
Charles Schwab Investment Advisory
California
-$133M
3
ACA
Ackerman Capital Advisors
Texas
-$69.1M
4
LP
LGL Partners
Pennsylvania
-$27.8M
5
FWM
FFT Wealth Management
Pennsylvania
-$27.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
551
Mission Wealth Management
California
$346K +$346K +6,714 New
LPWM
552
Lake Point Wealth Management
Texas
$343K – – –
VCM
553
Vivaldi Capital Management
Illinois
$342K -$87.6K -1,777 -20%
AWA
554
Archvest Wealth Advisors
California
$340K -$5.15K -100 -1%
IAIM
555
International Assets Investment Management
Florida
$338K +$4.18K +81 +1%
OA
556
Oxbow Advisors
Texas
$337K -$413 -8 -0.1%
WFA
557
Wipfli Financial Advisors
Wisconsin
$335K +$335K +6,507 New
FMC
558
First Merchants Corp
Indiana
$335K +$64.4K +1,250 +24%
SCM
559
Stonehearth Capital Management
Massachusetts
$332K +$332K +6,438 New
PCM
560
Parsons Capital Management
Rhode Island
$327K -$201K -3,900 -38%
AWM
561
Avaii Wealth Management
Wisconsin
$327K +$327K +6,340 New
DWP
562
Destiny Wealth Partners
Florida
$323K +$67.4K +1,307 +26%
PG
563
Proffitt & Goodson
Tennessee
$316K -$2.61M -50,702 -89%
HNB
564
Huntington National Bank
Ohio
$314K +$23.9K +464 +8%
BPWM
565
Badgley Phelps Wealth Managers
Washington
$314K +$30.5K +592 +11%
BC
566
Burney Company
Virginia
$314K +$55.1K +1,069 +21%
MCM
567
Maryland Capital Management
Maryland
$313K – – –
OBWG
568
Onyx Bridge Wealth Group
New York
$313K +$5.88K +117 +2%
CANC
569
Culbertson A N & Co
Virginia
$313K +$313K +6,075 New
SMC
570
Smith, Moore & Co
Missouri
$312K +$312K +6,058 New
SC
571
Seldon Capital
California
$309K -$319K -6,200 -51%
1WA
572
180 Wealth Advisors
Washington
$304K -$24.5K -486 -7%
IF
573
IRON Financial
Illinois
$300K +$52 +1 +0%
IWN
574
Independent Wealth Network
Iowa
$300K +$74.7K +1,447 +33%
CBOR
575
Community Bank of Raymore
Missouri
$299K -$5.72K -111 -2%
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23
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