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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 %
TAM
651
Tocqueville Asset Management
New York
$443K – – –
IWA
652
Icon Wealth Advisors
Texas
$441K +$441K +8,901 New
CBFP
653
Cedar Brook Financial Partners
Ohio
$440K +$440K +8,896 New
PB
654
Pinnacle Bancorp
Nebraska
$440K +$240K +4,842 +120%
CIM
655
Cambria Investment Management
California
$439K -$37.3K -754 -8%
OAP
656
One Advisory Partners
Kansas
$437K +$166K +3,348 +61%
HFS
657
Howard Financial Services
Texas
$437K +$437K +8,821 New
HWAM
658
Hennion & Walsh Asset Management
New Jersey
$436K +$2.97K +60 +0.7%
CCMI
659
Creative Capital Management Investments
California
$434K +$434K +8,775 New
MWM
660
Mascoma Wealth Management
New Hampshire
$432K +$195K +3,931 +82%
CCM
661
Coldstream Capital Management
Washington
$427K +$427K +8,636 New
LFA
662
Level Financial Advisors
New York
$426K +$5.84K +118 +1%
HS
663
Horan Securities
United States
$424K -$851K -17,187 -67%
GT
664
Glenview Trust
Kentucky
$421K – – –
VFIC
665
Valley Forge Investment Consultants
Pennsylvania
$420K +$420K +8,482 New
SG
666
StoneX Group
New York
$417K -$10.1K -204 -2%
MCCA
667
Mill Creek Capital Advisors
Pennsylvania
$413K +$413K +8,348 New
MWM
668
Maltin Wealth Management
New Jersey
$411K +$3.42K +69 +0.8%
HWM
669
HB Wealth Management
Georgia
$407K -$1.09M -21,987 -73%
VCM
670
Versant Capital Management
Arizona
$401K -$27.7K -559 -6%
RSWM
671
Robertson Stephens Wealth Management
California
$398K +$190K +3,830 +91%
BFEC
672
Benjamin F. Edwards & Company
Missouri
$397K +$87.5K +1,769 +28%
RIA
673
Retirement Investment Advisors
Oklahoma
$397K +$397K +8,018 New
FRA
674
Frank Rimerman Advisors
California
$396K – – –
MWM
675
Mattern Wealth Management
Kansas
$392K – – –
25 26
27
28 29