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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 %
MWM
651
Mascoma Wealth Management
New Hampshire
$231K +$99.9K +2,075 +76%
CS
652
Comerica Securities
Michigan
$231K +$231K +4,804 New
HIC
653
Hartline Investment Corp
Illinois
$227K +$227K +4,706 New
LA
654
Latitude Advisors
Florida
$227K +$227K +4,706 New
RBC
655
Romano Brothers & Co
Illinois
$227K +$227K +4,725 New
RWM
656
RKL Wealth Management
Pennsylvania
$225K +$5.88K +122 +3%
SW
657
StrongBox Wealth
Missouri
$224K -$8.05K -167 -3%
KFGK
658
Keystone Financial Group (Kentucky)
Kentucky
$223K +$18K +375 +9%
GIA
659
Gladstone Institutional Advisory
Florida
$223K +$223K +4,626 New
IGWM
660
ICA Group Wealth Management
Colorado
$222K +$4.38K +91 +2%
FWIA
661
Fort Washington Investment Advisors
Ohio
$221K – – –
Brown Advisory
662
Brown Advisory
Maryland
$220K – – –
MWM
663
Meridian Wealth Management
Kentucky
$220K +$16.2K +335 +8%
RRA
664
Round Rock Advisors
Connecticut
$220K +$220K +4,562 New
GIM
665
Greenwich Investment Management
Connecticut
$219K -$170K -3,524 -44%
WA
666
Waverly Advisors
Alabama
$218K +$218K +4,526 New
CCM
667
Condor Capital Management
New Jersey
$218K +$218K +4,535 New
CWM
668
Congress Wealth Management
Massachusetts
$217K – – –
B
669
Bridgeworth
Alabama
$217K +$217K +4,511 New
HTC
670
Haverford Trust Company
Pennsylvania
$216K -$152K -3,154 -41%
IAIM
671
International Assets Investment Management
Florida
$215K -$96.8K -2,007 -31%
CA
672
Cornerstone Advisory
Maryland
$215K – – –
BG
673
Benedetti & Gucer
Georgia
$214K -$856K -17,765 -80%
BIA
674
Bigelow Investment Advisors
Maine
$213K – – –
SLA
675
Silver Lake Advisory
Utah
$213K +$1.11K +23 +0.5%
25 26
27
28 29