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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 %
VCM
601
Vivaldi Capital Management
Illinois
$563K +$563K +11,208 New
AWM
602
Aspire Wealth Management
Massachusetts
$561K +$561K +11,340 New
GDP
603
Great Diamond Partners
Maine
$558K -$269K -5,445 -33%
WMA
604
West Michigan Advisors
Michigan
$558K -$21.1K -426 -4%
CI
605
CX Institutional
Indiana
$557K -$18.3M -368,817 -97%
MLA
606
My Legacy Advisors
Oregon
$556K -$111K -2,185 -17%
BWM
607
BCS Wealth Management
Tennessee
$549K +$549K +11,087 New
AIM
608
Alhambra Investment Management
Florida
$546K -$2.7M -54,630 -83%
FA
609
Financial Alternatives
California
$544K +$544K +10,993 New
AWM
610
Avaii Wealth Management
Wisconsin
$538K +$289K +5,844 +116%
LL
611
LPWM LLC
Minnesota
$531K -$225K -4,470 -30%
AWS
612
Aspen Wealth Strategies
Colorado
$530K +$530K +10,702 New
TFS
613
TrustCore Financial Services
Tennessee
$529K -$990 -20 -0.2%
PGFC
614
Peapack-Gladstone Financial Corp
New Jersey
$524K +$524K +10,580 New
BJL
615
Brighton Jones LLC
Washington
$519K +$519K +10,486 New
CAMG
616
CWA Asset Management Group
Florida
$517K -$333K -6,723 -39%
OWM
617
Opes Wealth Management
California
$516K +$107K +2,155 +26%
SI
618
Saxon Interests
Texas
$509K -$228K -4,543 -31%
CFFP
619
Center for Financial Planning
Michigan
$508K +$478K +9,650 +1,579%
PWA
620
Physician Wealth Advisors
Utah
$507K +$44.5K +876 +10%
WWM
621
Western Wealth Management
Colorado
$502K +$207K +4,190 +70%
APA
622
Astoria Portfolio Advisors
New York
$501K -$1.16M -22,880 -70%
SPC
623
Sigma Planning Corp
Michigan
$493K -$32.8K -662 -6%
VF
624
Vawter Financial
Ohio
$489K +$489K +9,875 New
LAM
625
LifePro Asset Management
California
$485K +$594 +12 +0.1%
23 24
25
26 27