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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 %
OAP
626
One Advisory Partners
Kansas
$264K +$264K +5,491 New
Comerica Bank
627
Comerica Bank
Texas
$262K +$21.1K +444 +9%
JIR
628
James Investment Research
Ohio
$260K +$44K +915 +20%
LWM
629
Laidlaw Wealth Management
New York
$258K +$60.5K +1,259 +31%
FPF
630
First Pacific Financial
Washington
$257K -$3.22M -66,936 -93%
Citadel Advisors
631
Citadel Advisors
Florida
$255K -$906K -18,842 -78%
1WA
632
180 Wealth Advisors
Washington
$253K -$25.9K -539 -9%
RC
633
Roundview Capital
New Jersey
$249K +$249K +5,171 New
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$243K -$7.13K -148 -3%
SCA
635
Snowden Capital Advisors
New York
$243K +$144 +3 +0.1%
OBWG
636
Onyx Bridge Wealth Group
New York
$243K +$6.76K +139 +3%
AWM
637
Avaii Wealth Management
Wisconsin
$242K +$29K +601 +14%
HWM
638
Howard Wealth Management
Connecticut
$241K +$241K +5,010 New
ZF
639
Zhang Financial
Michigan
$239K -$2.08M -43,296 -90%
LC
640
Landaas & Company
Wisconsin
$239K +$239K +4,961 New
CMBA
641
C.M. Bidwell & Associates
Hawaii
$238K -$136K -2,825 -36%
HWM
642
Hohimer Wealth Management
Washington
$238K -$99K -2,053 -29%
G
643
GenTrust
Florida
$238K – – –
KCM
644
Kanawha Capital Management
Virginia
$236K – – –
TW
645
TrinityPoint Wealth
Connecticut
$236K +$236K +4,903 New
FPCG
646
Forum Private Client Group
Indiana
$236K +$236K +4,912 New
TFA
647
TPG Financial Advisors
Oregon
$235K – – –
SWP
648
Stratos Wealth Partners
Ohio
$233K -$5.23M -108,456 -96%
WF
649
Welch & Forbes
Massachusetts
$232K – – –
WWA
650
WCG Wealth Advisors
Nevada
$231K -$19.9K -412 -8%
24 25
26
27 28