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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
$1.4B
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.5B
3
AL
Aspiriant LLC
California
$275M
4
OWM
Orgel Wealth Management
Wisconsin
$244M
5
Creative Planning
Creative Planning
Kansas
$875M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$83.7M
2
SEI Investments
SEI Investments
Pennsylvania
$191M
3
DY
Dowling & Yahnke
California
$103M
4
Vanguard Group
Vanguard Group
Pennsylvania
$0
5
OMC
Old Mission Capital
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
676
MBL Wealth
North Carolina
$215K -$5K -100 -2%
OC
677
Oppenheimer & Co
New York
$215K +$215K +4,310 New
PIMG
678
Patriot Investment Management Group
Tennessee
$214K +$214K +4,300 New
GW
679
GW & Wade
Massachusetts
$213K -$209K -4,202 -50%
OWM
680
Opes Wealth Management
California
$213K -$25.7K -515 -11%
KFGK
681
Keystone Financial Group (Kentucky)
Kentucky
$213K +$200 +4 +0.1%
MWAM
682
Manhattan West Asset Management
California
$212K +$212K +4,237 New
MWM
683
Meridian Wealth Management
Kentucky
$211K +$6.54K +131 +3%
SFP
684
Strategic Financial Planning
Texas
$210K +$210K +4,199 New
TB
685
Treynor Bancshares
Iowa
$208K – – –
HNB
686
Huntington National Bank
Ohio
$207K -$96.9K -1,941 -32%
CYG
687
Clean Yield Group
Vermont
$205K -$150K -3,000 -42%
LWM
688
Laidlaw Wealth Management
New York
$205K -$68K -1,361 -25%
CFS
689
CRA Financial Services
New Jersey
$204K +$204K +4,085 New
SBH
690
Segall Bryant & Hamill
Illinois
$201K -$174K -3,500 -46%
KOC
691
Koss-Olinger Consulting
Florida
$201K +$201K +4,026 New
WAM
692
Walker Asset Management
Missouri
$200K – – –
WWM
693
Wolff Wiese Magana
California
$185K -$207K -4,134 -53%
NL
694
NVWM LLC
Pennsylvania
$180K – – –
AP
695
Arlington Partners
Alabama
$167K – – –
JFGIW
696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$163K -$24.9K -500 -13%
SMG
697
Spectrum Management Group
Indiana
$159K – – –
PTC
698
Private Trust Company
Ohio
$158K +$158K +3,173 New
IAMOG
699
Investors Asset Management of Georgia
Georgia
$150K +$150K +3,000 New
MWM
700
Mascoma Wealth Management
New Hampshire
$136K +$136K +2,725 New
26 27
28
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