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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 %
OC
776
Oppenheimer & Co
New York
$211K -$7.28K -147 -3%
RCG
777
Regatta Capital Group
California
$209K – – –
IWN
778
Independent Wealth Network
Iowa
$209K +$209K +4,215 New
GAM
779
Gould Asset Management
California
$208K +$208K +4,200 New
FWA
780
FSM Wealth Advisors
Ohio
$204K +$204K +4,118 New
ASFA
781
All Season Financial Advisors
Colorado
$202K +$202K +4,073 New
SWA
782
SOA Wealth Advisors
New York
$199K -$14.3K -289 -7%
BSB
783
Bangor Savings Bank
Maine
$198K – – –
RBC
784
Romano Brothers & Co
Illinois
$191K -$43.3K -875 -19%
FFA
785
Farther Finance Advisors
California
$189K +$189K +3,817 New
EA
786
Evolution Advisers
Virginia
$184K +$184K +3,737 New
WB
787
Webster Bank
Connecticut
$176K +$176K +3,558 New
AP
788
Arlington Partners
Alabama
$166K – – –
RCM
789
Raleigh Capital Management
North Carolina
$156K +$156K +3,154 +157,700%
MIM
790
Macroview Investment Management
Maryland
$153K +$153K +3,095 New
IGWM
791
ICA Group Wealth Management
Colorado
$143K -$85K -1,718 -37%
MCC
792
Money Concepts Capital
Florida
$139K +$139K +2,806 New
BHWM
793
Beaird Harris Wealth Management
Texas
$135K +$67.8K +1,370 +102%
LPIC
794
LeJeune Puetz Investment Counsel
Michigan
$126K +$126K +2,550 New
CFO
795
CVA Family Office
Colorado
$116K +$19.3K +390 +20%
CWC
796
Carolinas Wealth Consulting
North Carolina
$106K -$39.3K -794 -27%
EWA
797
EverSource Wealth Advisors
Alabama
$98.6K – – –
GWM
798
Geneos Wealth Management
Colorado
$96.9K +$99 +2 +0.1%
SWM
799
Sugarloaf Wealth Management
Georgia
$95.2K – – –
PA
800
Parallel Advisors
California
$94.8K -$44.2K -893 -32%
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32
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