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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.

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 %
FAFN
726
First Affirmative Financial Network
Colorado
$289K +$4.5K +91 +2%
RFG
727
RFP Financial Group
Georgia
$289K +$289K +5,835 New
Bank of Montreal
728
Bank of Montreal
Ontario, Canada
$288K -$59.4K -1,199 -17%
CF
729
Centaurus Financial
California
$288K -$117K -2,358 -29%
KFI
730
Key Financial Inc
Pennsylvania
$287K – – –
KWM
731
Kingsview Wealth Management
Oregon
$286K -$147K -2,977 -34%
MWM
732
Mission Wealth Management
California
$286K -$140K -2,834 -33%
CTA
733
Chesley Taft & Associates
Illinois
$285K +$285K +5,754 New
CBOR
734
Community Bank of Raymore
Missouri
$285K – – –
HTC
735
Haverford Trust Company
Pennsylvania
$285K +$62.4K +1,260 +28%
MWM
736
Meridian Wealth Management
Kentucky
$282K +$56.1K +1,134 +25%
KA
737
Kooman & Associates
Pennsylvania
$281K +$281K +5,669 New
DWP
738
Destiny Wealth Partners
Florida
$280K -$42.9K -866 -13%
BAMG
739
Brand Asset Management Group
Missouri
$280K +$280K +5,651 New
DWM
740
Drive Wealth Management
Utah
$279K -$6.48K -131 -2%
ZF
741
Zhang Financial
Michigan
$277K +$31.3K +632 +13%
HAIM
742
Hunter Associates Investment Management
Pennsylvania
$276K +$276K +5,560 New
CMBA
743
C.M. Bidwell & Associates
Hawaii
$276K +$31.5K +637 +13%
SAM
744
Summit Asset Management
Tennessee
$275K – – –
SAM
745
Sawgrass Asset Management
Florida
$272K +$272K +5,505 New
PIMG
746
Patriot Investment Management Group
Tennessee
$269K +$50.8K +1,000 +23%
BAG
747
Bridgewealth Advisory Group
California
$263K +$263K +5,315 New
HKIM
748
Hayek Kallen Investment Management
Alabama
$262K -$242K -4,900 -48%
AA
749
AlphaQ Advisors
Florida
$262K +$262K +5,292 New
TIM
750
Total Investment Management
Arizona
$259K +$259K +5,229 New
28 29
30
31 32