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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 %
AWP
626
Ascent Wealth Partners
New York
$485K -$4.21K -85 -0.9%
SWP
627
Stratos Wealth Partners
Ohio
$483K +$244K +4,933 +102%
Fisher Asset Management
628
Fisher Asset Management
Washington
$483K -$174K -3,523 -27%
BWFA
629
Baltimore-Washington Financial Advisors
Maryland
$482K -$803K -16,235 -63%
HFAS
630
Hummer Financial Advisory Services
Illinois
$475K – – –
SP
631
Successful Portfolios
Florida
$474K +$163K +3,300 +53%
JJBC
632
James J. Burns & Company
New York
$473K +$3.91K +79 +0.8%
MWP
633
Madison Wealth Partners
Wisconsin
$472K -$7.72K -156 -2%
PTC
634
Private Trust Company
Ohio
$471K +$296K +5,970 +169%
Fiera Capital (Canada)
635
Fiera Capital (Canada)
Quebec, Canada
$470K – – –
ME
636
McIlrath & Eck
Washington
$469K -$67.9K -1,372 -13%
FCBT
637
First Citizens Bank & Trust
North Carolina
$467K -$1.75M -35,284 -79%
FP
638
Financial Perspectives
Minnesota
$464K +$424K +8,560 +1,040%
BBW
639
Blue Barn Wealth
Utah
$464K -$472K -9,529 -50%
PW
640
Peninsula Wealth
California
$461K +$1.39K +28 +0.3%
V
641
Veritable
Delaware
$460K -$11.5M -233,188 -96%
NL
642
NVWM LLC
Pennsylvania
$458K +$279K +5,638 +156%
EFG
643
Erickson Financial Group
Pennsylvania
$457K -$47.4K -957 -9%
WWM
644
Wolff Wiese Magana
California
$453K +$244K +4,926 +117%
MCM
645
Mattern Capital Management
Colorado
$449K +$84.2K +1,702 +23%
FPAS
646
Focus Partners Advisor Solutions
Missouri
$449K -$1.52M -30,788 -77%
PWLP
647
Prio Wealth Limited Partnership
Massachusetts
$448K – – –
CFGSD
648
Compass Financial Group (South Dakota)
South Dakota
$445K +$445K +8,983 New
APIM
649
Agate Pass Investment Management
Washington
$444K -$351K -7,098 -44%
MAP
650
Milestone Advisory Partners
North Carolina
$443K -$77.7K -1,569 -15%
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