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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 %
WCA
601
Waypoint Capital Advisors
Minnesota
$316K -$21.5K -447 -6%
AG
602
Ascent Group
Virginia
$315K +$998 +21 +0.3%
DWP
603
Destiny Wealth Partners
Florida
$314K – – –
SIG
604
Sargent Investment Group
Maryland
$313K +$31.5K +650 +11%
CFO
605
Collective Family Office
Pennsylvania
$309K +$14.6K +304 +5%
WTB
606
Washington Trust Bank
Washington
$309K +$309K +6,428 New
SP
607
Successful Portfolios
Florida
$302K -$52.9K -1,100 -15%
BFEC
608
Benjamin F. Edwards & Company
Missouri
$301K -$3.08K -64 -1%
HSA
609
HBK Sorce Advisory
Pennsylvania
$298K -$221K -4,595 -43%
MA
610
Montag & Associates
Georgia
$298K +$37.4K +776 +14%
AWA
611
Archvest Wealth Advisors
California
$296K -$9.63K -200 -3%
SMC
612
Smith, Moore & Co
Missouri
$292K – – –
VWM
613
Valley Wealth Managers
New Jersey
$290K -$123K -2,560 -30%
KFI
614
Key Financial Inc
Pennsylvania
$287K – – –
CT
615
Colonial Trust
South Carolina
$285K +$285K +5,915 New
WWM
616
Western Wealth Management
Colorado
$284K -$116K -2,439 -29%
DWM
617
Doyle Wealth Management
Florida
$283K +$283K +5,880 New
DWT
618
Dorsey & Whitney Trust
South Dakota
$281K -$1.33M -27,501 -83%
IF
619
IRON Financial
Illinois
$281K +$818 +17 +0.3%
DWM
620
Drive Wealth Management
Utah
$278K +$1.25K +26 +0.5%
CBOR
621
Community Bank of Raymore
Missouri
$277K -$2.5K -52 -0.9%
FAFN
622
First Affirmative Financial Network
Colorado
$276K -$53.9K -1,121 -16%
JIP
623
Jaffetilchin Investment Partners
Florida
$274K -$14.7K -305 -5%
SAM
624
Summit Asset Management
Tennessee
$267K +$47.8K +995 +22%
CBC
625
Coombe, Bender & Co
New York
$265K -$96.4K -2,000 -27%
23 24
25
26 27