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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 %
ATPW
751
Ashton Thomas Private Wealth
Arizona
$256K +$256K +5,177 New
OAM
752
Occidental Asset Management
California
$255K +$255K +5,150 New
DWM
753
Dakota Wealth Management
Florida
$251K -$2.39M -48,250 -90%
OBWG
754
Onyx Bridge Wealth Group
New York
$251K +$1.05K +21 +0.4%
SCA
755
Snowden Capital Advisors
New York
$250K +$297 +6 +0.1%
Bessemer Group
756
Bessemer Group
New Jersey
$250K +$145K +2,928 +138%
AWM
757
Aries Wealth Management
Maine
$249K +$249K +5,028 New
RC
758
Roundview Capital
New Jersey
$248K -$7.42K -150 -3%
1WA
759
180 Wealth Advisors
Washington
$246K -$21.1K -415 -8%
KCM
760
Kanawha Capital Management
Virginia
$242K – – –
KFGK
761
Keystone Financial Group (Kentucky)
Kentucky
$240K +$10.3K +209 +5%
CPG
762
Cornerstone Planning Group
New Jersey
$239K +$239K +4,706 New
BCM
763
Brasada Capital Management
Texas
$239K -$291K -5,872 -55%
WG
764
Welch Group
Alabama
$238K +$238K +4,813 New
RWM
765
RKL Wealth Management
Pennsylvania
$233K +$1.53K +31 +0.7%
CAS
766
Coppell Advisory Solutions
Texas
$232K +$232K +4,692 New
CASC
767
Coppell Advisory Solutions Corp
Texas
$232K +$232K +4,692 New
OAJ
768
Ogorek Anthony Joseph
New York
$228K -$433K -8,763 -66%
FWIA
769
Fort Washington Investment Advisors
Ohio
$227K – – –
IAIM
770
International Assets Investment Management
Florida
$225K +$3.91K +79 +2%
WA
771
Waverly Advisors
Alabama
$224K – – –
RFP
772
RCS Financial Planning
Maryland
$218K +$218K +4,400 New
MPWT
773
MassMutual Private Wealth & Trust
Connecticut
$217K +$217K +4,392 New
NCM
774
Northland Capital Management
Minnesota
$215K +$215K +4,340 New
SW
775
SlateStone Wealth
Florida
$213K +$213K +4,306 New
29 30
31
32 33