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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.

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

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$83.7M
2
SEI Investments
SEI Investments
Pennsylvania
$191M
3
DY
Dowling & Yahnke
California
$103M
4
Vanguard Group
Vanguard Group
Pennsylvania
$0
5
OMC
Old Mission Capital
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPWG
726
Sage Private Wealth Group
Illinois
$47K – – –
MCC
727
Money Concepts Capital
Florida
$40K -$132K -2,646 -77%
FFC
728
First Financial Corp
Indiana
$39K – – –
CA
729
Clearstead Advisors
Ohio
$38K +$22.2K +444 +140%
TWM
730
Tradition Wealth Management
Minnesota
$35K +$149 +3 +0.4%
EC
731
Elequin Capital
New York
$32K +$32K +638 New
CH
732
Canton Hathaway
Rhode Island
$31K – – –
CFFP
733
Center for Financial Planning
Michigan
$31K – – –
SIC
734
Salem Investment Counselors
North Carolina
$29K -$88.3K -1,790 -75%
SFCL
735
Strengthening Families & Communities LLC
Massachusetts
$26K – – –
MFT
736
Moisand Fitzgerald Tamayo
Florida
$25K +$18.1K +357 +263%
FMTCOCP
737
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
BWL
738
Bogart Wealth LLC
Virginia
$22K +$99 +2 +0.5%
ACK
739
Andrew C. Karlinski
$22K +$22K +436 New
FP
740
Financial Perspectives
Minnesota
$20.9K – – –
GWSG
741
GPS Wealth Strategies Group
Colorado
$20K -$62.3K -1,267 -76%
GTAM
742
Global Trust Asset Management
Florida
$20K -$15.1K -301 -43%
CA
743
Centerpoint Advisors
Massachusetts
$20K – – –
AWM
744
Avior Wealth Management
Nebraska
$17K – – –
CWM
745
Curi Wealth Management
North Carolina
$17K +$50 +1 +0.3%
GFPC
746
Global Financial Private Client
Florida
$14.4K – – –
LFG
747
Larson Financial Group
Missouri
$13K +$1.58K +32 +14%
AWM
748
AllSquare Wealth Management
New York
$11K – – –
TWA
749
TCI Wealth Advisors
Arizona
$9K – – –
CI
750
Cordant Inc
Oregon
$8K +$8K +159 New
28 29
30
31 32