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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 %
NRW
801
Nova R Wealth
Kansas
– -$444K -8,620 Closed
SLWA
802
San Luis Wealth Advisors
California
– -$461K -8,388 Closed
Charles Schwab
803
Charles Schwab
California
– -$402K -7,796 Closed
DFC
804
DBK Financial Counsel
Ohio
– -$401K -7,773 Closed
PWP
805
Personal Wealth Partners
Minnesota
– -$380K -7,374 Closed
WWP
806
Waypoint Wealth Partners
California
– -$368K -7,138 Closed
SIC
807
Sterling Investment Counsel
New York
– -$367K -7,129 Closed
AP
808
Adero Partners
California
– -$366K -7,092 Closed
RZH
809
Relyea Zuckerberg Hanson
Connecticut
– -$349K -6,871 Closed
SCM
810
Stonehearth Capital Management
Massachusetts
– -$332K -6,438 Closed
BPWM
811
Badgley Phelps Wealth Managers
Washington
– -$314K -6,092 Closed
SC
812
Seldon Capital
California
– -$309K -6,000 Closed
IWN
813
Independent Wealth Network
Iowa
– -$300K -5,815 Closed
GPA
814
Guidance Point Advisors
Massachusetts
– -$288K -5,592 Closed
MAG
815
Mayfair Advisory Group
Alabama
– -$286K -5,550 Closed
RC
816
Roundview Capital
New Jersey
– -$281K -5,455 Closed
NCG
817
Newport Capital Group
New Jersey
– -$279K -5,413 Closed
FF
818
Financial Futures
New Jersey
– -$276K -5,362 Closed
TSS
819
Two Sigma Securities
New York
– -$262K -5,078 Closed
DWM
820
Doyle Wealth Management
Florida
– -$261K -5,064 Closed
CRCM
821
Corbett Road Capital Management
Virginia
– -$260K -5,038 Closed
PIM
822
Progressive Investment Management
Oregon
– -$249K -4,826 Closed
NAS
823
Nicolet Advisory Services
Wisconsin
– -$238K -4,666 Closed
FLPIM
824
F.L. Putnam Investment Management
Massachusetts
– -$236K -4,576 Closed
AWM
825
Abound Wealth Management
Tennessee
– -$226K -4,389 Closed
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