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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 %
MCA
551
MSH Capital Advisors
Arizona
$453K +$453K +9,418 New
EA
552
Evergreen Advisors
Tennessee
$452K – – –
MA
553
MONECO Advisors
Connecticut
$450K -$20.8K -432 -4%
PW
554
Peninsula Wealth
California
$447K -$6.99K -145 -2%
WA
555
WBH Advisory
Maryland
$445K -$71.7K -1,490 -14%
PWA
556
Physician Wealth Advisors
Utah
$442K +$31.1K +642 +8%
EWA
557
Encompass Wealth Advisors
Oregon
$438K +$57.8K +1,200 +15%
PWLP
558
Prio Wealth Limited Partnership
Massachusetts
$435K – – –
TAM
559
Tocqueville Asset Management
New York
$431K – – –
JFGLC
560
Johnson Financial Group LLC (Colorado)
Colorado
$430K +$430K +8,936 New
CANC
561
Culbertson A N & Co
Virginia
$427K +$130K +2,700 +44%
RZH
562
Relyea Zuckerberg Hanson
Connecticut
$424K +$424K +8,815 New
HWAM
563
Hennion & Walsh Asset Management
New Jersey
$421K -$7.31M -151,987 -95%
KWM
564
Kingsview Wealth Management
Oregon
$421K +$128K +2,667 +44%
VCM
565
Versant Capital Management
Arizona
$417K +$578 +12 +0.1%
SG
566
StoneX Group
New York
$416K -$54.8K -1,139 -12%
MWM
567
Mission Wealth Management
California
$414K +$21.2K +441 +5%
GT
568
Glenview Trust
Kentucky
$410K -$122K -2,526 -23%
LFA
569
Level Financial Advisors
New York
$409K -$98.7K -2,048 -19%
FMC
570
First Merchants Corp
Indiana
$409K +$96.2K +2,000 +31%
FCA
571
FinTrust Capital Advisors
South Carolina
$404K -$31.4K -647 -7%
OWM
572
Opes Wealth Management
California
$398K +$192K +3,995 +93%
MWM
573
Maltin Wealth Management
New Jersey
$396K +$2.07K +43 +0.5%
CF
574
Centaurus Financial
California
$394K +$111K +2,308 +39%
WWM
575
Wiser Wealth Management
Georgia
$391K -$510K -10,596 -57%
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