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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
+$467M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$400M
3
AL
Aspiriant LLC
California
+$266M
4
OWM
Orgel Wealth Management
Wisconsin
+$244M
5
Creative Planning
Creative Planning
Kansas
+$228M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$428M
2
SEI Investments
SEI Investments
Pennsylvania
-$153M
3
DY
Dowling & Yahnke
California
-$44.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$40.1M
5
OMC
Old Mission Capital
Illinois
-$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
701
Fifth Third Bancorp
Ohio
$128K +$32.7K +657 +34%
JPLA
702
Joseph P. Lucia & Associates
New York
$123K -$94.2K -1,892 -43%
SA
703
SRH Advisors
Kansas
$119K – – –
FSWA
704
Financial Synergies Wealth Advisors
Texas
$107K -$135K -2,696 -56%
Bessemer Group
705
Bessemer Group
New Jersey
$106K – – –
CFO
706
CVA Family Office
Colorado
$98K – – –
SWM
707
Sugarloaf Wealth Management
Georgia
$96K – – –
MCM
708
Manchester Capital Management
Vermont
$93K – – –
CWM
709
Cranbrook Wealth Management
Michigan
$92K – – –
EWA
710
EverSource Wealth Advisors
Alabama
$90K +$86.3K +1,735 +2,313%
AA
711
Ancora Advisors
Ohio
$89K -$4.95K -99 -5%
APW
712
Acima Private Wealth
Virginia
$77.3K – – –
AW
713
ACG Wealth
Georgia
$76K +$76K +1,527 New
UB
714
UMB Bank
Missouri
$74K -$2.74K -55 -4%
BHWM
715
Beaird Harris Wealth Management
Texas
$72K -$7.54K -151 -9%
OPW
716
Oxler Private Wealth
New York
$69.2K +$69.2K +1,385 New
GA
717
GoalVest Advisory
New York
$69K -$3.58K -71 -5%
AIP
718
Ahrens Investment Partners
Louisiana
$66K – – –
MG
719
MilWealth Group
Wisconsin
$65.5K – – –
EIP
720
Ellis Investment Partners
Pennsylvania
$65K +$250 +5 +0.4%
JMF
721
Johnson Midwest Financial
Iowa
$64K -$12.3K -245 -16%
CMF
722
Counterpoint Mutual Funds
California
$55K – – –
FMII
723
Farmers & Merchants Investments Inc
Nebraska
$54K – – –
IRC
724
Investors Research Corp
Georgia
$52K – – –
SC
725
SouthState Corp
Florida
$51K -$111K -2,235 -68%
27 28
29
30 31