VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
4
Bank of America
North Carolina
$198M
5
Jane Street
5
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B
2
SCM
2
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$176M
4
WT
4
Washington Trust
Rhode Island
$18K
5
PAG
5
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
726
Qube Research & Technologies (QRT)
United Kingdom
– -$8.84M -161,385 Closed
JFGLC
727
Johnson Financial Group LLC (Colorado)
Colorado
– -$3.28M -59,915 Closed
LBC
728
Lowe Brockenbrough & Co
Virginia
– -$3.23M -58,900 Closed
HF
729
HRT Financial
New York
– -$2.06M -37,643 Closed
MA
730
MCF Advisors
Kentucky
– -$1.69M -30,798 Closed
JGIA
731
Jackson Grant Investment Advisers
Connecticut
– -$1.27M -23,105 Closed
RPCA
732
Running Point Capital Advisors
California
– -$1.25M -22,870 Closed
EPM
733
Elm Partners Management
Pennsylvania
– -$1.1M -20,085 Closed
OAM
734
Occidental Asset Management
California
– -$1.05M -19,200 Closed
BOS
735
Bingham Osborn & Scarborough
California
– -$909K -16,604 Closed
CST
736
Charles Schwab Trust
Nevada
– -$892K -16,283 Closed
CWM
737
CMH Wealth Management
New Hampshire
– -$887K -16,189 Closed
SLWA
738
San Luis Wealth Advisors
California
– -$839K -15,313 Closed
GRP
739
Global Retirement Partners
California
– -$781K -14,258 Closed
BCM
740
Brasada Capital Management
Texas
– -$467K -8,530 Closed
IC
741
IEQ Capital
California
– -$379K -6,920 Closed
AWP
742
Accretive Wealth Partners
New Jersey
– -$353K -6,451 Closed
Susquehanna International Group
743
Susquehanna International Group
Pennsylvania
– -$322K -5,885 Closed
CAM
744
Cozad Asset Management
Illinois
– -$303K -5,541 Closed
T
745
TRUADVICE
Florida
– -$297K -5,426 Closed
AHC
746
Anderson Hoagland & Co
Missouri
– -$291K -5,317 Closed
SHGA
747
Sand Hill Global Advisors
California
– -$284K -5,190 Closed
EFSCE
748
Enterprise Financial Services Corp (EFSC)
Missouri
– -$279K -5,092 Closed
EA
749
Evergreen Advisors
Tennessee
– -$257K -4,699 Closed
MWM
750
MBE Wealth Management
Wisconsin
– -$237K -4,319 Closed
27 28 29
30
31