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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
4
Bank of America
North Carolina
$198M
5
Jane Street
5
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B
2
SCM
2
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$176M
4
WT
4
Washington Trust
Rhode Island
$18K
5
PAG
5
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFPC
701
Global Financial Private Client
Florida
$15.8K – – –
DAM
702
Delta Asset Management
Tennessee
$14K – – –
CHA
703
Carmichael Hill & Associates
Maryland
$13K – – –
ODG
704
O'Dell Group
Ohio
$12K – – –
BFC
705
Bedel Financial Consulting
Indiana
$11K – – –
LFG
706
Larson Financial Group
Missouri
$8K -$7.55K -134 -49%
SSB
707
Sandy Spring Bank
Maryland
$8K -$1.6K -30 -17%
Citigroup
708
Citigroup
New York
$8K – – –
SW
709
SVB Wealth
Massachusetts
$8K +$8K +161 New
ADL
710
Asset Dedication LLC
California
$7K – – –
JFA
711
JNBA Financial Advisors
Minnesota
$6K – – –
RI
712
Rinkey Investments
California
$6K +$6K +128 New
AA
713
AlphaMark Advisors
Kentucky
$5K – – –
IPW
714
IronBridge Private Wealth
Texas
$5K – – –
PMFA
715
Plante Moran Financial Advisors
Michigan
$5K +$1.08K +19 +28%
OA
716
Operose Advisors
Wisconsin
$5K +$5K +91 New
EWA
717
EverSource Wealth Advisors
Alabama
$4K +$4K +75 New
BA
718
Bellwether Advisors
Nebraska
$3K – – –
FCB
719
First Command Bank
Texas
$3K – – –
AssetMark Inc
720
AssetMark Inc
California
$2K +$2K +36 New
AW
721
Avion Wealth
Texas
$1K – – –
BBPWM
722
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1K +22 New
FHC
723
First Heartland Consultants
Missouri
$268 +$1 +14 +0.3%
Barclays
724
Barclays
United Kingdom
– -$11.5M -210,279 Closed
AFIMH
725
American Family Insurance Mutual Holding
Wisconsin
– -$11M -200,000 Closed
27 28
29
30 31