VTEB icon

Vanguard Tax-Exempt Bond Index Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
701
Geneos Wealth Management
Colorado
$94K -$138K -2,860 -59%
CFO
702
CVA Family Office
Colorado
$94K
Simplex Trading
703
Simplex Trading
Illinois
$94K +$94K +1,954 New
SWM
704
Sugarloaf Wealth Management
Georgia
$93K
GA
705
GoalVest Advisory
New York
$92K +$26.1K +542 +40%
MCM
706
Manchester Capital Management
Vermont
$89K
CWM
707
Cranbrook Wealth Management
Michigan
$88K
AA
708
Ancora Advisors
Ohio
$86K
APW
709
Acima Private Wealth
Virginia
$74.6K
HNB
710
Huntington National Bank
Ohio
$73K -$207K -4,145 Closed
Fifth Third Bancorp
711
Fifth Third Bancorp
Ohio
$68K -$55.9K -1,159 -45%
OPW
712
Oxler Private Wealth
New York
$67K +$337 +7 +0.5%
PMFA
713
Plante Moran Financial Advisors
Michigan
$67K +$62.8K +1,311 +1,490%
BHWM
714
Beaird Harris Wealth Management
Texas
$65K -$4.53K -94 -7%
EIP
715
Ellis Investment Partners
Pennsylvania
$63K +$337 +7 +0.5%
CMF
716
Counterpoint Mutual Funds
California
$53K
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$52K
BTI
718
Blue Trust Inc
Georgia
$52K +$52K +1,032 New
IRC
719
Investors Research Corp
Georgia
$51K
SPWG
720
Sage Private Wealth Group
Illinois
$45K
LWANC
721
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K +$45K +935 New
DIP
722
DT Investment Partners
Pennsylvania
$43K +$43K +900 New
FP
723
Financial Perspectives
Minnesota
$39.6K +$19.5K +405 +97%
RIA
724
Realta Investment Advisors
Delaware
$39K +$39K +810 New
FFC
725
First Financial Corp
Indiana
$37K