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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 %
DWM
626
Drive Wealth Management
Utah
$287K +$287K +5,740 New
BDFN
627
Bond & Devick Financial Network
Minnesota
$285K +$285K +5,714 New
SWA
628
SOA Wealth Advisors
New York
$284K -$245K -4,915 -46%
BFG
629
Barber Financial Group
Kansas
$281K +$281K +5,636 New
MCA
630
Maryland Capital Advisors
Maryland
$272K -$8.12M -162,476 -97%
MA
631
Montag & Associates
Georgia
$270K +$17.8K +356 +7%
SB
632
Simmons Bank
Arkansas
$266K +$266K +5,320 New
VHAM
633
Van Hulzen Asset Management
California
$263K +$263K +5,269 New
HW
634
Hamilton Wealth
California
$262K – – –
FHC
635
First Heartland Consultants
Missouri
$262K +$17.9K +359 +7%
WWA
636
WCG Wealth Advisors
Nevada
$260K +$260K +5,201 New
PFGIA
637
Patriot Financial Group Insurance Agency
Massachusetts
$259K -$297K -5,953 -53%
DL
638
DOHJ LLC
Washington
$257K -$424K -8,497 -62%
GSWM
639
Greenup Street Wealth Management
Michigan
$257K -$340K -6,821 -57%
Comerica Bank
640
Comerica Bank
Texas
$255K +$7.1K +141 +3%
COCM
641
Charter Oak Capital Management
New Hampshire
$255K +$237K +4,748 +1,349%
BFA
642
Beacon Financial Advisory
Ohio
$253K -$232K -4,636 -48%
SCA
643
Snowden Capital Advisors
New York
$252K +$100 +2 +0%
LSPW
644
Lake Street Private Wealth
Illinois
$251K -$845K -16,932 -77%
MWP
645
Madison Wealth Partners
Wisconsin
$248K +$248K +4,971 New
OBWG
646
Onyx Bridge Wealth Group
New York
$247K -$69.7K -1,372 -22%
G
647
GenTrust
Florida
$247K -$50 -1 -0%
PAI
648
Pittenger & Anderson Inc
Nebraska
$247K – – –
KCM
649
Kanawha Capital Management
Virginia
$244K -$4.99K -100 -2%
TFA
650
TPG Financial Advisors
Oregon
$244K +$244K +4,884 New
24 25
26
27 28