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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
4
Bank of America
North Carolina
$198M
5
Jane Street
5
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B
2
SCM
2
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$176M
4
WT
4
Washington Trust
Rhode Island
$18K
5
PAG
5
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWN
601
Independent Wealth Network
Iowa
$240K – – –
CFG
602
Citizens Financial Group
Rhode Island
$240K – – –
KWM
603
Kingsview Wealth Management
Oregon
$240K +$384 +7 +0.2%
SLA
604
Silver Lake Advisory
Utah
$240K +$1.27K +23 +0.5%
ACP
605
Aveo Capital Partners
Colorado
$240K +$240K +4,370 New
Citadel Advisors
606
Citadel Advisors
Florida
$239K +$239K +4,345 New
KFGK
607
Keystone Financial Group (Kentucky)
Kentucky
$237K +$237K +4,308 New
BRWM
608
B. Riley Wealth Management
Tennessee
$234K +$275 +5 +0.1%
TB
609
Treynor Bancshares
Iowa
$229K +$229K +4,166 New
Bank of Montreal
610
Bank of Montreal
Ontario, Canada
$229K +$229K +4,166 New
HIS
611
Harvest Investment Services
Illinois
$226K -$348K -6,332 -61%
AG
612
Ascent Group
Virginia
$226K +$226K +4,185 New
MWM
613
Meridian Wealth Management
Kentucky
$225K – – –
PWM
614
Peterson Wealth Management
Nevada
$225K +$225K +4,105 New
WAM
615
WNY Asset Management
New York
$223K – – –
CL
616
CPWM LLC
Washington
$223K +$223K +4,073 New
PB
617
Pinnacle Bancorp
Nebraska
$222K – – –
WAM
618
Walker Asset Management
Missouri
$220K +$220K +4,000 New
JAG
619
Journey Advisory Group
Kentucky
$216K – – –
OC
620
Oppenheimer & Co
New York
$216K +$11.7K +213 +6%
DI
621
Diligent Investors
California
$215K +$329 +6 +0.2%
WWM
622
Western Wealth Management
Colorado
$214K +$214K +3,910 New
GKWIM
623
Gerber Kawasaki Wealth & Investment Management
California
$209K +$164K +2,983 +360%
FWM
624
Forefront Wealth Management
Pennsylvania
$209K +$209K +3,807 New
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K – – –
23 24
25
26 27