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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.

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
1
Charles Schwab Investment Advisory
California
$1.4B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.5B
3
AL
3
Aspiriant LLC
California
$275M
4
OWM
4
Orgel Wealth Management
Wisconsin
$244M
5
Creative Planning
5
Creative Planning
Kansas
$875M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$83.7M
2
SEI Investments
2
SEI Investments
Pennsylvania
$191M
3
DY
3
Dowling & Yahnke
California
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$25.4M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
51
Merriman Wealth Management
Washington
$38.8M 778,231 +9,390 +1%
HP
52
HT Partners
Connecticut
$38.5M 771,341 +771,341 New
PFP
53
Pinnacle Financial Partners
Tennessee
$35.2M 704,414 -1,844 -0.3%
PCM
54
Passive Capital Management
Maryland
$34M 681,610 +4,040 +0.6%
Stifel Financial
55
Stifel Financial
Missouri
$33.2M 664,977 +60,911 +10%
AWM
56
Altium Wealth Management
New York
$32.4M 648,667 +6,254 +1%
FSC
57
Full Sail Capital
Oklahoma
$31.9M 639,244 +465,076 +267%
WANY
58
Wealthspire Advisors (New York)
New York
$31M 621,656 +446,762 +255%
Financial Engines Advisors
59
Financial Engines Advisors
California
$30.9M 618,276 +618,276 New
FTUS
60
Flow Traders U.S.
New York
$29.9M 599,809 +164,930 +38%
PO
61
Private Ocean
California
$29.7M 595,242 -92,182 -13%
AWA
62
Arete Wealth Advisors
Illinois
$28.8M 82,709 -36,058 -30%
BFC
63
Bedel Financial Consulting
Indiana
$28.6M 572,880 +572,880 New
SBL
64
Sargent Bickham Lagudis
Colorado
$27.5M 550,702 +48,466 +10%
LRIA
65
Leonard Rickey Investment Advisors
Washington
$26.4M 529,177 -61,867 -10%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$26.4M 528,311 +261,075 +98%
MFG
67
Merit Financial Group
Georgia
$26.3M 527,462 +265,956 +102%
MML Investors Services
68
MML Investors Services
Massachusetts
$25.6M 513,765 +235,983 +85%
KIM
69
Karpus Investment Management
New York
$25.5M 511,115 +241,215 +89%
OMC
70
Old Mission Capital
Illinois
$25.4M 509,439 -720,755 -59%
Truist Financial
71
Truist Financial
North Carolina
$25.2M 505,258 +48,874 +11%
JWA
72
JFS Wealth Advisors
Pennsylvania
$23.2M 464,471 +316,243 +213%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$22.4M 449,048 +56,314 +14%
RFA
74
RTD Financial Advisors
Pennsylvania
$21.8M 435,725 +435,725 New
WWM
75
Windsor Wealth Management
Indiana
$20.6M 410,603 +382,593 +1,366%
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