VTEB icon

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 %
RTS
551
Round Table Services
New Jersey
$452K +$6.19K +124 +1%
PWLP
552
Prio Wealth Limited Partnership
Massachusetts
$452K +$4.99K +100 +1%
TPCW
553
TD Private Client Wealth
New York
$450K -$88.3K -1,769 -16%
USCWA
554
U.S. Capital Wealth Advisors
Texas
$450K -$40K -802 -8%
TAM
555
Tocqueville Asset Management
New York
$447K – – –
Franklin Resources
556
Franklin Resources
California
$443K – – –
PMG
557
ProVise Management Group
Florida
$439K -$113K -2,259 -20%
BL
558
BFSG LLC
California
$436K +$34.9K +700 +9%
HWMA
559
Heritage Wealth Management (Arizona)
Arizona
$434K – – –
QWM
560
Quaker Wealth Management
New Jersey
$433K -$16.8M -336,904 -97%
AFP
561
Ausdal Financial Partners
Iowa
$433K -$99.1K -1,988 -19%
VCM
562
Versant Capital Management
Arizona
$432K +$500 +10 +0.1%
PWA
563
Physician Wealth Advisors
Utah
$432K +$432K +8,468 New
ORC
564
O'Rourke & Company
Massachusetts
$431K +$431K +8,643 New
VWM
565
Valley Wealth Managers
New Jersey
$429K +$429K +8,584 New
ARC
566
Advisor Resource Council
Texas
$429K +$429K +8,596 New
S
567
SignatureFD
Georgia
$422K -$388K -7,764 -48%
WWM
568
Western Wealth Management
Colorado
$421K -$144K -2,865 -25%
BSB
569
Bangor Savings Bank
Maine
$414K -$201K -4,019 -33%
MWM
570
Maltin Wealth Management
New Jersey
$409K +$409K +8,190 New
MWA
571
Moser Wealth Advisors
Washington
$407K -$195K -3,905 -32%
Lido Advisors
572
Lido Advisors
California
$407K +$7.48K +150 +2%
MWM
573
Mission Wealth Management
California
$407K +$72.2K +1,448 +22%
CC
574
Callan Capital
California
$406K +$406K +8,136 New
JBA
575
Johnson Bixby & Associates
Washington
$405K +$141K +2,820 +53%
21 22
23
24 25