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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 %
GIM
576
Greenwich Investment Management
Connecticut
$403K -$1.77M -35,516 -81%
FRA
577
Frank Rimerman Advisors
California
$399K -$1.06M -21,287 -73%
HWM
578
HB Wealth Management
Georgia
$397K -$1.29M -25,903 -76%
MWM
579
Mattern Wealth Management
Kansas
$395K -$77.3K -1,550 -16%
EWA
580
Encompass Wealth Advisors
Oregon
$394K +$394K +7,900 New
TI
581
Tidal Investments
Wisconsin
$393K – – –
DCM
582
Donaldson Capital Management
Indiana
$392K – – –
CMBA
583
C.M. Bidwell & Associates
Hawaii
$387K -$390K -7,817 -50%
RWM
584
Rockwood Wealth Management
Pennsylvania
$385K -$20.8K -417 -5%
AC
585
ASB Consultores
Florida
$383K -$303K -6,075 -44%
HTC
586
Haverford Trust Company
Pennsylvania
$382K +$382K +7,644 New
Citigroup
587
Citigroup
New York
$377K +$374K +7,500 +13,889%
MCM
588
Mattern Capital Management
Colorado
$376K -$15.4K -309 -4%
CBC
589
Coombe, Bender & Co
New York
$374K +$374K +7,500 New
SP
590
Successful Portfolios
Florida
$369K -$5.15K -103 -1%
MSFS
591
Main Street Financial Solutions
Pennsylvania
$368K -$19.8K -397 -5%
AAP
592
Arax Advisory Partners
Colorado
$368K -$19.3K -387 -5%
FIBT
593
First International Bank & Trust
North Dakota
$360K – – –
WCA
594
Waypoint Capital Advisors
Minnesota
$350K – – –
HWM
595
Hohimer Wealth Management
Washington
$349K -$344K -6,884 -50%
WFA
596
Wipfli Financial Advisors
Wisconsin
$348K +$22.8K +456 +7%
HWM
597
Horizons Wealth Management
North Carolina
$344K +$344K +6,810 New
FAFN
598
First Affirmative Financial Network
Colorado
$343K -$10K -201 -3%
CBFP
599
Cedar Brook Financial Partners
Ohio
$338K -$101K -2,020 -23%
AG
600
Ascent Group
Virginia
$338K +$114K +2,228 +51%
22 23
24
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