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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 %
FRA
576
Frank Rimerman Advisors
California
$385K – – –
MWM
577
Mattern Wealth Management
Kansas
$381K – – –
TI
578
Tidal Investments
Wisconsin
$379K – – –
DCM
579
Donaldson Capital Management
Indiana
$378K – – –
AC
580
ASB Consultores
Florida
$370K – – –
USCWA
581
U.S. Capital Wealth Advisors
Texas
$365K -$69.1K -1,436 -16%
BDFN
582
Bond & Devick Financial Network
Minnesota
$365K +$89.6K +1,859 +33%
SIA
583
Schechter Investment Advisors
Michigan
$363K +$363K +7,544 New
PCM
584
Parsons Capital Management
Rhode Island
$361K +$59.1K +1,229 +20%
MC
585
Moors & Cabot
Massachusetts
$361K +$361K +7,505 New
MSFS
586
Main Street Financial Solutions
Pennsylvania
$359K +$4.52K +94 +1%
MCM
587
Mattern Capital Management
Colorado
$355K -$8.53K -177 -2%
FIBT
588
First International Bank & Trust
North Dakota
$347K – – –
SF
589
Synovus Financial
Georgia
$340K -$677K -14,136 -67%
RIM
590
Rockbridge Investment Management
New York
$340K -$1.82M -37,809 -84%
CWM
591
Curi Wealth Management
North Carolina
$339K +$323K +6,706 +1,972%
AFP
592
Ausdal Financial Partners
Iowa
$338K -$80.1K -1,664 -19%
RWA
593
RGT Wealth Advisors
Texas
$332K -$827K -17,158 -71%
LWP
594
Lumature Wealth Partners
Georgia
$330K -$137K -2,845 -29%
HWM
595
Horizons Wealth Management
North Carolina
$328K – – –
SFG
596
Synergy Financial Group
California
$328K +$328K +6,823 New
FPIS
597
Financial Planning & Information Services
Wisconsin
$324K -$463K -9,629 -59%
WMA
598
Wealth Management Associates
New Jersey
$321K – – –
HI
599
Hudock Inc
Pennsylvania
$320K +$96.2K +2,000 +43%
IC
600
IEQ Capital
California
$317K -$144K -2,984 -31%
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