VTEB icon

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 %
FMII
801
Farmers & Merchants Investments Inc
Nebraska
$93.8K +$40.4K +816 +76%
FCG
802
Financial Connections Group
California
$93K -$2.17M -44,198 -96%
MCM
803
Manchester Capital Management
Vermont
$92K – – –
AA
804
Ancora Advisors
Ohio
$88K – – –
Fifth Third Bancorp
805
Fifth Third Bancorp
Ohio
$69.8K – – –
IA
806
IFS Advisors
Kansas
$63.4K +$63.4K +1,282 New
SIC
807
Salem Investment Counselors
North Carolina
$60.3K +$31.2K +631 +107%
LSA
808
Lansing Street Advisors
Pennsylvania
$59.5K +$59.5K +1,203 New
IRC
809
Investors Research Corp
Georgia
$52K – – –
CPFP
810
Clear Perspectives Financial Planning
Ohio
$51.2K +$51.2K +1,035 New
VWM
811
Valley Wealth Managers
New Jersey
$49.3K -$249K -5,028 -83%
EWM
812
Endurance Wealth Management
Rhode Island
$48K +$48K +961 New
MBFW
813
Morton Brown Family Wealth
Pennsylvania
$46.7K -$85.5K -1,728 -65%
LWANC
814
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.3K – – –
DIP
815
DT Investment Partners
Pennsylvania
$44.5K – – –
PFBT
816
Parkside Financial Bank & Trust
Missouri
$40.2K +$40.2K +812 New
FFC
817
First Financial Corp
Indiana
$38.4K – – –
SIS
818
Sound Income Strategies
Florida
$38K +$38K +768 New
SIC
819
SJS Investment Consulting
Ohio
$36.5K – – –
CH
820
Canton Hathaway
Rhode Island
$30K – – –
RTL
821
Red Tortoise LLC
Georgia
$29.8K +$29.8K +603 New
LWP
822
Laurel Wealth Planning
Minnesota
$28.8K – – –
AWM
823
Align Wealth Management
Oklahoma
$25.1K +$25.1K +521 New
MFT
824
Moisand Fitzgerald Tamayo
Florida
$24.4K – – –
MCA
825
Maryland Capital Advisors
Maryland
$23.3K -$140K -2,823 -86%
31 32
33
34 35