VTEB icon

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 %
TWM
701
Thrive Wealth Management
Pennsylvania
$316K +$316K +6,385 New
EIP
702
Ellis Investment Partners
Pennsylvania
$316K +$251K +5,073 +388%
CA
703
Calton & Associates
Florida
$315K +$315K +6,362 New
MA
704
Montag & Associates
Georgia
$313K +$6.78K +137 +2%
YIA
705
YHB Investment Advisors
Connecticut
$312K -$275K -5,555 -47%
BAM
706
Baldrige Asset Management
Pennsylvania
$312K -$565K -11,398 -64%
MWP
707
Meredith Wealth Planning
Illinois
$311K +$311K +6,276 New
PA
708
Procyon Advisors
Connecticut
$310K -$1.72M -34,749 -85%
CFO
709
Collective Family Office
Pennsylvania
$309K -$8.12K -164 -3%
CT
710
Colonial Trust
South Carolina
$308K +$15.4K +311 +5%
Comerica Bank
711
Comerica Bank
Texas
$306K +$28K +554 +10%
SF
712
Synovus Financial
Georgia
$301K -$50.5K -1,021 -14%
USCWA
713
U.S. Capital Wealth Advisors
Texas
$301K -$74.2K -1,500 -20%
DI
714
Disciplined Investments
Oklahoma
$300K -$753K -15,212 -72%
SMC
715
Smith, Moore & Co
Missouri
$300K – – –
FPCG
716
Forum Private Client Group
Indiana
$299K +$55.9K +1,130 +23%
CFG
717
Citizens Financial Group
Rhode Island
$298K -$485K -9,804 -62%
SB
718
Simmons Bank
Arkansas
$296K +$296K +5,990 New
WHCI
719
W.H. Cornerstone Investments
Massachusetts
$295K -$635K -12,567 -68%
VBFP
720
Valtinson Bruner Financial Planning
Minnesota
$294K +$294K +5,790 New
BBWP
721
Beacon Bridge Wealth Partners
Pennsylvania
$293K +$293K +5,920 New
CAM
722
Cresset Asset Management
Illinois
$292K -$352K -7,108 -55%
CWM
723
Curi Wealth Management
North Carolina
$291K -$58.2K -1,175 -17%
WCA
724
Waypoint Capital Advisors
Minnesota
$290K -$34.9K -705 -11%
IC
725
IEQ Capital
California
$289K -$37.1K -750 -11%
27 28
29
30 31