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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 %
GWP
576
Gateway Wealth Partners
Wisconsin
$642K +$642K +12,982 New
FAIM
577
Financial Advocates Investment Management
Washington
$640K -$253K -5,108 -28%
TWM
578
TriaGen Wealth Management
California
$638K +$71.8K +1,450 +13%
GWMIA
579
Global Wealth Management Investment Advisory
Florida
$637K +$38.1K +769 +6%
CLG
580
Cooperman Leon G
$637K +$637K +12,876 New
FPIS
581
Financial Planning & Information Services
Wisconsin
$635K +$301K +6,088 +90%
Lido Advisors
582
Lido Advisors
California
$635K -$778K -15,717 -55%
SIC
583
Sigma Investment Counselors
Michigan
$627K -$122K -2,460 -16%
FFN
584
Focus Financial Network
Minnesota
$612K -$172K -3,467 -22%
LSIA
585
LaSalle St. Investment Advisors
Illinois
$610K +$610K +12,326 New
WT
586
Washington Trust
Rhode Island
$610K – – –
LFG
587
Lockerman Financial Group
California
$609K +$16.3K +330 +3%
LPAM
588
Lodestar Private Asset Management
California
$608K +$608K +12,282 New
HR
589
Howe & Rusling
New York
$596K -$196K -3,961 -25%
KTA
590
Keeley-Teton Advisors
Illinois
$590K – – –
PC
591
Prairiewood Capital
North Dakota
$590K +$590K +11,916 New
HI
592
Hudock Inc
Pennsylvania
$587K +$258K +5,216 +78%
AA
593
Addison Advisors
Vermont
$587K -$636K -12,852 -52%
CT
594
Coastline Trust
Rhode Island
$580K -$3.55M -71,642 -86%
WAOI
595
Wealth Advisors of Iowa
Iowa
$576K +$576K +11,635 New
CFP
596
Catalyst Financial Partners
Massachusetts
$574K +$574K +11,600 New
AWM
597
Atticus Wealth Management
Florida
$571K +$50.7K +1,025 +10%
JIR
598
James Investment Research
Ohio
$566K +$298K +6,020 +111%
CFMC
599
Curbstone Financial Management Corp
New Hampshire
$564K -$44.5K -900 -7%
BC
600
Burney Company
Virginia
$564K +$18.1K +365 +3%
22 23
24
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