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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 %
OC
676
Oppenheimer & Co
New York
$212K +$4.81K +100 +2%
RCG
677
Regatta Capital Group
California
$211K +$211K +4,219 New
MWAM
678
Manhattan West Asset Management
California
$208K +$3.86K +80 +2%
SWA
679
SOA Wealth Advisors
New York
$207K -$66.4K -1,384 -24%
PIMG
680
Patriot Investment Management Group
Tennessee
$207K – – –
WWM
681
Wolff Wiese Magana
California
$203K +$25.2K +524 +14%
RSWM
682
Robertson Stephens Wealth Management
California
$202K -$409K -8,532 -67%
First Trust Advisors
683
First Trust Advisors
Illinois
$202K -$7.24K -150 -3%
TB
684
Treynor Bancshares
Iowa
$201K – – –
TWP
685
TFO Wealth Partners
Ohio
$196K -$371K -7,707 -65%
PB
686
Pinnacle Bancorp
Nebraska
$195K – – –
BSB
687
Bangor Savings Bank
Maine
$193K -$207K -4,287 -52%
NL
688
NVWM LLC
Pennsylvania
$174K – – –
PTC
689
Private Trust Company
Ohio
$170K +$17.6K +366 +12%
AP
690
Arlington Partners
Alabama
$161K – – –
MCA
691
Maryland Capital Advisors
Maryland
$159K -$104K -2,148 -39%
SMG
692
Spectrum Management Group
Indiana
$153K – – –
CYG
693
Clean Yield Group
Vermont
$149K -$48.1K -1,000 -24%
CWC
694
Carolinas Wealth Consulting
North Carolina
$142K -$73.1K -1,514 -34%
PA
695
Parallel Advisors
California
$135K -$352K -7,329 -72%
MBFW
696
Morton Brown Family Wealth
Pennsylvania
$129K +$125K +2,597 +3,509%
SA
697
SRH Advisors
Kansas
$114K – – –
Bessemer Group
698
Bessemer Group
New Jersey
$102K – – –
FSWA
699
Financial Synergies Wealth Advisors
Texas
$97.5K -$5.25K -109 -5%
EWA
700
EverSource Wealth Advisors
Alabama
$96K +$8.73K +181 +10%
26 27
28
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