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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 %
WMA
601
Wealth Management Associates
New Jersey
$333K -$41K -821 -11%
LPWM
602
Lake Point Wealth Management
Texas
$329K -$3.04K -61 -0.9%
OA
603
Oxbow Advisors
Texas
$326K +$50 +1 +0%
DWP
604
Destiny Wealth Partners
Florida
$326K +$12.6K +253 +4%
SF
605
Summit Financial
New Jersey
$325K -$2.11M -42,352 -87%
FMC
606
First Merchants Corp
Indiana
$324K – – –
AWA
607
Archvest Wealth Advisors
California
$317K -$12.5K -250 -4%
BFEC
608
Benjamin F. Edwards & Company
Missouri
$315K +$97.6K +1,959 +45%
PCM
609
Parsons Capital Management
Rhode Island
$313K -$2.99K -60 -0.9%
KA
610
Kovack Advisors
Florida
$309K -$54K -1,080 -15%
PFS
611
Prospera Financial Services
Texas
$309K +$307K +6,152 +14,648%
CANC
612
Culbertson A N & Co
Virginia
$308K +$4.99K +100 +2%
CFO
613
Collective Family Office
Pennsylvania
$305K -$331K -6,627 -52%
KWM
614
Kingsview Wealth Management
Oregon
$304K +$85.1K +1,703 +39%
MCM
615
Maryland Capital Management
Maryland
$303K – – –
SMC
616
Smith, Moore & Co
Missouri
$302K – – –
JIP
617
Jaffetilchin Investment Partners
Florida
$299K +$349 +7 +0.1%
KFI
618
Key Financial Inc
Pennsylvania
$298K +$298K +5,953 New
VCM
619
Vivaldi Capital Management
Illinois
$295K -$51.3K -1,027 -15%
CF
620
Centaurus Financial
California
$293K +$44.6K +895 +18%
IF
621
IRON Financial
Illinois
$291K +$350 +7 +0.1%
1WA
622
180 Wealth Advisors
Washington
$290K -$11.8K -236 -4%
CBOR
623
Community Bank of Raymore
Missouri
$290K – – –
SIG
624
Sargent Investment Group
Maryland
$290K +$290K +5,800 New
VBWMG
625
Von Berge Wealth Management Group
California
$289K +$25.7K +510 +10%
23 24
25
26 27