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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
$3.02B
2
CSIA
Charles Schwab Investment Advisory
California
$1.28B
3
RWP
RWA Wealth Partners
Massachusetts
$339M
4
SEI Investments
SEI Investments
Pennsylvania
$412M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1B

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.39B
2
ACA
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
Karpus Investment Management
New York
$0
4
BF
Brooklyn FI
New York
$9.56M
5
MA
Mosaic Advisors
Texas
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
676
Wedbush Securities
California
$392K -$94.5K -1,910 -19%
CPW
677
Catalyst Private Wealth
California
$391K +$391K +7,899 New
TI
678
Tidal Investments
Wisconsin
$390K – – –
HSWM
679
Hubbell Strickland Wealth Management
Louisiana
$383K -$715K -14,441 -65%
TC
680
TownSquare Capital
Utah
$382K +$382K +7,718 New
CS
681
Comerica Securities
Michigan
$381K +$143K +2,896 +60%
MC
682
Moors & Cabot
Massachusetts
$371K – – –
LAM
683
Lakewood Asset Management
Illinois
$369K +$369K +7,458 New
LBC
684
Lowe Brockenbrough & Co
Virginia
$364K -$2.66M -53,700 -88%
PMG
685
ProVise Management Group
Florida
$360K -$390K -7,877 -52%
AC
686
ASB Consultores
Florida
$357K -$22.5K -454 -6%
FIBT
687
First International Bank & Trust
North Dakota
$357K – – –
SFG
688
Synergy Financial Group
California
$353K +$15.7K +318 +5%
AGC
689
Aspen Grove Capital
Colorado
$351K +$351K +7,084 New
FWA
690
Freedom Wealth Alliance
Wisconsin
$350K +$350K +7,078 New
BWM
691
Baron Wealth Management
Michigan
$339K +$339K +6,841 New
HWM
692
Horizons Wealth Management
North Carolina
$337K – – –
OFG
693
Oxford Financial Group
Indiana
$337K +$337K +6,805 New
VP
694
Verum Partners
North Carolina
$334K +$334K +6,743 New
AFP
695
Ausdal Financial Partners
Iowa
$332K -$15.6K -315 -4%
AG
696
Ascent Group
Virginia
$329K +$1.14K +23 +0.3%
DC
697
Destiny Capital
Colorado
$323K +$323K +6,381 New
AC
698
Avestar Capital
New York
$322K +$322K +6,504 New
WMA
699
Wealth Management Associates
New Jersey
$321K -$9.9K -200 -3%
WAAG
700
Wealth Alliance Advisory Group
Kansas
$320K +$320K +6,464 New
26 27
28
29 30