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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$355M
2
Creative Planning
Creative Planning
Kansas
$668M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
4
DY
Dowling & Yahnke
California
$152M
5
Jane Street
Jane Street
New York
$197M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.14B
2
CSIA
Charles Schwab Investment Advisory
California
$962M
3
ACA
Ackerman Capital Advisors
Texas
$4.87M
4
LP
LGL Partners
Pennsylvania
$6.84M
5
FWM
FFT Wealth Management
Pennsylvania
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
676
Simplex Trading
Illinois
$61K +$61K +1,195 New
CMF
677
Counterpoint Mutual Funds
California
$57K +$57K +1,100 New
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$56K – – –
IRC
679
Investors Research Corp
Georgia
$54K – – –
TRCT
680
Tower Research Capital (TRC)
New York
$52K +$52K +1,000 New
CDIA
681
Capital Directions Investment Advisors
Georgia
$51K +$51K +980 New
CWA
682
Core Wealth Advisors
Florida
$51K +$51K +989 New
SPWG
683
Sage Private Wealth Group
Illinois
$49K – – –
GAM
684
Gemmer Asset Management
California
$47K +$101 +2 +0.2%
SIC
685
SJS Investment Consulting
Ohio
$46K -$84.7K -1,629 -65%
FFC
686
First Financial Corp
Indiana
$40K – – –
PAG
687
Paladin Advisory Group
Iowa
$38K +$38K +752 New
GTAM
688
Global Trust Asset Management
Florida
$36K -$190K -3,704 -84%
TWM
689
Tradition Wealth Management
Minnesota
$36K +$51 +1 +0.1%
LWA
690
Lenox Wealth Advisors
New York
$33K -$11.1K -215 -25%
CH
691
Canton Hathaway
Rhode Island
$32K – – –
CFFP
692
Center for Financial Planning
Michigan
$31K – – –
RBC
693
Roble Belko & Company
Pennsylvania
$30K -$161K -3,139 -84%
AWM
694
Accel Wealth Management
Iowa
$29K – – –
WTC
695
WhitTier Trust Company
Nevada
$26K – – –
SFCL
696
Strengthening Families & Communities LLC
Massachusetts
$26K +$26K +500 New
GWA
697
Gibson Wealth Advisors
Texas
$24K +$24K +462 New
FMTCOCP
698
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
BWL
699
Bogart Wealth LLC
Virginia
$23K +$52 +1 +0.2%
FP
700
Financial Perspectives
Minnesota
$21.5K +$21.5K +418 New
26 27
28
29 30