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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 %
GWM
651
Geneos Wealth Management
Colorado
$241K -$6.26K -125 -3%
SW
652
StrongBox Wealth
Missouri
$240K -$347K -6,955 -59%
WF
653
Welch & Forbes
Massachusetts
$240K +$240K +4,808 New
TDWM
654
Topel & Distasi Wealth Management
California
$239K – – –
PHIMC
655
Private Harbour Investment Management & Counsel
Ohio
$238K – – –
HI
656
Hudock Inc
Pennsylvania
$232K +$3.09K +62 +1%
SSWM
657
Sheets Smith Wealth Management
North Carolina
$231K -$520K -10,413 -69%
ACM
658
AlphaStar Capital Management
North Carolina
$230K +$230K +4,600 New
FWIA
659
Fort Washington Investment Advisors
Ohio
$229K -$40K -801 -15%
Brown Advisory
660
Brown Advisory
Maryland
$228K – – –
SAM
661
Summit Asset Management
Tennessee
$228K – – –
IGWM
662
ICA Group Wealth Management
Colorado
$228K +$18.8K +372 +9%
RWM
663
RKL Wealth Management
Pennsylvania
$227K -$5.34K -107 -2%
AWP
664
Ascent Wealth Partners
New York
$227K +$227K +4,542 New
CWM
665
Congress Wealth Management
Massachusetts
$225K +$225K +4,510 New
JIR
666
James Investment Research
Ohio
$224K -$43.6K -875 -16%
SHGA
667
Sand Hill Global Advisors
California
$224K +$224K +4,494 New
CA
668
Cornerstone Advisory
Maryland
$223K – – –
CWC
669
Carolinas Wealth Consulting
North Carolina
$222K -$1.22M -24,441 -85%
OCG
670
Opus Capital Group
Ohio
$222K +$222K +4,456 New
BIA
671
Bigelow Investment Advisors
Maine
$221K -$14.5K -290 -6%
AWM
672
Avaii Wealth Management
Wisconsin
$220K -$95.6K -1,921 -30%
SLA
673
Silver Lake Advisory
Utah
$219K +$947 +19 +0.4%
MHS
674
M Holdings Securities
Oregon
$218K -$176K -3,538 -45%
First Trust Advisors
675
First Trust Advisors
Illinois
$216K -$11.7K -234 -5%
25 26
27
28 29