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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

855 hedge funds and large institutions have $18.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+99
Holders Change %
+13.1%
% of All Funds
13.79%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.37%
New
204
Increased
330
Reduced
264
Closed
89
Calls
$91K
Puts
$436K
Net Calls
-$345K
Net Calls Change
-$392K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.57B
2
CSIA
Charles Schwab Investment Advisory
California
+$451M
3
RWP
RWA Wealth Partners
Massachusetts
+$226M
4
SEI Investments
SEI Investments
Pennsylvania
+$157M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$154M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$369M
2
ACA
Ackerman Capital Advisors
Texas
-$76.2M
3
KIM
Karpus Investment Management
New York
-$39.8M
4
BF
Brooklyn FI
New York
-$36.7M
5
MA
Mosaic Advisors
Texas
-$24.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
551
Advisory Alpha
Michigan
$731K +$158K +3,194 +28%
MCM
552
McMillion Capital Management
North Carolina
$729K – – –
VCP
553
Vista Capital Partners
Oregon
$724K +$724K +14,632 New
AFGAS
554
Allegiance Financial Group Advisory Services
Virginia
$717K +$717K +14,489 New
MIM
555
Moseley Investment Management
Florida
$716K +$48.3K +975 +7%
FA
556
FC Advisory
Pennsylvania
$709K -$207K -4,180 -23%
CPO
557
Cerity Partners OCIO
New York
$699K -$1.59M -32,135 -69%
PSCM
558
Per Stirling Capital Management
Texas
$699K +$699K +14,114 New
MWA
559
Martel Wealth Advisors
Washington
$696K -$1.51M -30,447 -68%
GRP
560
Global Retirement Partners
California
$695K +$151K +3,050 +28%
AIM
561
Axiom Investment Management
New York
$694K +$694K +14,026 New
GWCM
562
Godshalk Welsh Capital Management
Pennsylvania
$694K -$625K -12,627 -47%
HIF
563
Hill Island Financial
Michigan
$693K -$2.03K -41 -0.3%
FFL
564
Financial Freedom LLC
Ohio
$687K +$687K +13,891 New
1CP
565
1607 Capital Partners
Virginia
$678K -$2.25M -45,400 -77%
CBT
566
Central Bank & Trust
Kentucky
$673K +$673K +13,595 New
AAP
567
Arax Advisory Partners
Colorado
$664K +$297 +6 +0%
MFA
568
Mayflower Financial Advisors
Massachusetts
$664K -$1.69M -34,237 -72%
AF
569
Apexium Financial
Texas
$663K +$663K +13,393 New
HIMC
570
Heritage Investors Management Corp
Maryland
$661K -$603K -12,190 -48%
FMP
571
Financial Management Professionals
Texas
$661K +$661K +13,362 New
MAM
572
MMA Asset Management
Pennsylvania
$656K -$396 -8 -0.1%
FNWM
573
Financial Network Wealth Management
Utah
$655K -$101K -2,041 -13%
CWS
574
Cypress Wealth Services
California
$653K -$6.98K -141 -1%
SFG
575
Sovereign Financial Group
Connecticut
$644K -$266K -5,375 -29%
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