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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 %
C
826
CEDRUS
Colorado
– -$225K -4,369 Closed
WAM
827
WNY Asset Management
New York
– -$208K -4,049 Closed
AA
828
Apriem Advisors
California
– -$206K -4,000 Closed
DI
829
Diligent Investors
California
– -$202K -3,924 Closed
EPM
830
Elm Partners Management
Pennsylvania
– -$139K -2,703 Closed
Koshinski Asset Management
831
Koshinski Asset Management
Illinois
– -$119K -2,308 Closed
CAL
832
Capital Advisors Ltd
Ohio
– -$100K -1,938 Closed
BHWM
833
Bay Harbor Wealth Management
Maryland
– -$91K -1,767 Closed
SCA
834
Sandy Cove Advisors
Massachusetts
– -$79K -1,532 Closed
TFGT
835
TS Financial Group (TSFG)
Illinois
– -$77K -1,500 Closed
Simplex Trading
836
Simplex Trading
Illinois
– -$61K -1,195 Closed
GAM
837
Gemmer Asset Management
California
– -$47K -930 Closed
PAG
838
Paladin Advisory Group
Iowa
– -$38K -752 Closed
RBC
839
Roble Belko & Company
Pennsylvania
– -$30K -585 Closed
AWM
840
Accel Wealth Management
Iowa
– -$29K -555 Closed
GWA
841
Gibson Wealth Advisors
Texas
– -$24K -462 Closed
AssetMark Inc
842
AssetMark Inc
California
– -$21K -403 Closed
MIM
843
MTM Investment Management
South Carolina
– -$19K -373 Closed
HA
844
Herold Advisors
New York
– -$15.5K -300 Closed
DC
845
DeDora Capital
California
– -$15K -288 Closed
GI
846
Gradient Investments
Minnesota
– -$11K -206 Closed
ADL
847
Asset Dedication LLC
California
– -$9K -168 Closed
SW
848
SVB Wealth
Massachusetts
– -$8K -161 Closed
CMA
849
Cedar Mountain Advisors
Oregon
– -$5K -104 Closed
LWP
850
Laurel Wealth Planning
Minnesota
– -$5K -101 Closed
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