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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.

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
1
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.28B
3
RWP
3
RWA Wealth Partners
Massachusetts
$339M
4
SEI Investments
4
SEI Investments
Pennsylvania
$412M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
ACA
2
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
3
Karpus Investment Management
New York
$0
4
BF
4
Brooklyn FI
New York
$9.56M
5
MA
5
Mosaic Advisors
Texas
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
826
Bogart Wealth LLC
Virginia
$22.3K +$198 +4 +0.9%
FMTCOCP
827
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
GTAM
828
Global Trust Asset Management
Florida
$19.8K – – –
CSWM
829
Cassady Schiller Wealth Management
Ohio
$19.8K +$19.8K +400 New
HWMA
830
Heritage Wealth Management (Arizona)
Arizona
$18.6K +$10.5K +212 +130%
MIM
831
MTM Investment Management
South Carolina
$18.5K +$18.5K +373 New
PMFA
832
Plante Moran Financial Advisors
Michigan
$17.2K -$52.1K -1,052 -75%
WOSD
833
WFA of San Diego
California
$15K +$15K +304 New
BTI
834
Blue Trust Inc
Georgia
$15K -$36.1K -729 -71%
GFPC
835
Global Financial Private Client
Florida
$14.3K – – –
DAM
836
Delta Asset Management
Tennessee
$12.3K +$12.3K +248 New
SSB
837
Sandy Spring Bank
Maryland
$10.4K +$3.02K +61 +41%
TWA
838
TCI Wealth Advisors
Arizona
$8.86K +$99 +2 +1%
OA
839
Operose Advisors
Wisconsin
$8.5K +$99 +2 +1%
TCA
840
Trifecta Capital Advisors
Illinois
$8.07K +$8.07K +163 New
WPWM
841
Western Pacific Wealth Management
Illinois
$7.37K +$7.37K +149 New
LFG
842
Larson Financial Group
Missouri
$5.4K -$1.68K -34 -24%
AWM
843
AllSquare Wealth Management
New York
$5.15K -$6.19K -125 -55%
AA
844
AlphaMark Advisors
Kentucky
$5K – – –
AssetMark Inc
845
AssetMark Inc
California
$4.85K +$4.85K +98 New
HIA
846
Harbor Investment Advisory
Maryland
$4.21K +$4.21K +85 New
C
847
Covestor
United Kingdom
$4K +$4K +81 New
EC
848
Elequin Capital
New York
$3.32K +$3.32K +67 New
FSWA
849
Financial Synergies Wealth Advisors
Texas
$2.3K -$98.9K -1,979 -98%
GWSA
850
Global Wealth Strategies & Associates
Colorado
$1.49K +$1.49K +30 New
32 33
34
35 36