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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.

Holders
855
Holders Change
+99
Holders Change %
+13.1%
% of All Funds
13.8%
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
1
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.28B
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$237M
4
RWP
4
RWA Wealth Partners
Massachusetts
$339M
5
SEI Investments
5
SEI Investments
Pennsylvania
$412M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
ACA
2
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
3
Karpus Investment Management
New York
$0
4
BF
4
Brooklyn FI
New York
$9.56M
5
MA
5
Mosaic Advisors
Texas
$25M
Name Market Value Shares Shares
Change 		Shares
Change %
HP
51
HT Partners
Connecticut
$38.3M 774,341 +3,000 +0.4%
LFS
52
Lutz Financial Services
Nebraska
$36.8M 743,457 +632,650 +571%
Lazard Asset Management
53
Lazard Asset Management
New York
– – – –
WFA
54
West Financial Advisors
Iowa
$35.1M 709,103 +709,103 New
Stifel Financial
55
Stifel Financial
Missouri
$34.7M 702,068 +17,868 +3%
WPW
56
Waldron Private Wealth
Pennsylvania
$34.5M 715,749 – –
MML Investors Services
57
MML Investors Services
Massachusetts
$34.2M 690,105 +328,066 +91%
IAA
58
Independent Advisor Alliance
North Carolina
$33.5M 675,921 +58,224 +9%
SBL
59
Sargent Bickham Lagudis
Colorado
$33.4M 675,456 -5,565 -0.8%
MWM
60
Modera Wealth Management
New Jersey
$31M 625,681 +299,439 +92%
PFP
61
Pinnacle Financial Partners
Tennessee
$30.8M 622,364 -55,199 -8%
UB
62
UMB Bank
Missouri
$30.8M 621,954 +621,204 +82,827%
BFC
63
Bedel Financial Consulting
Indiana
$30.2M 609,678 +8,013 +1%
SWA
64
Strata Wealth Advisors
Texas
$29.3M 591,559 +591,559 New
CC
65
Callan Capital
California
$28.8M 580,989 +568,765 +4,653%
WANY
66
Wealthspire Advisors (New York)
New York
$27.9M 562,772 +24,655 +5%
AWE
67
Avidian Wealth Enterprises
Texas
$26.8M 540,986 -62,965 -10%
TSW
68
Thompson Siegel & Walmsley
Virginia
$26.6M 536,634 +113,215 +27%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$26M 526,200 +526,200 New
BWP
70
BSW Wealth Partners
Colorado
$25.9M 522,823 -449,069 -46%
MA
71
Mosaic Advisors
Texas
$25M 505,052 -497,911 -50%
SS
72
Simplicity Solutions
Minnesota
$24.8M 500,747 +182,914 +58%
PCM
73
Passive Capital Management
Maryland
$24.6M 497,936 -197,410 -28%
JWA
74
JFS Wealth Advisors
Pennsylvania
$23.9M 483,649 -54,660 -10%
PO
75
Private Ocean
California
$23.6M 477,120 -137,072 -22%
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