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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 Market Value Shares Shares
Change 		Shares
Change %
BBPWM
851
Blue Bell Private Wealth Management
Pennsylvania
$1.09K 22 – –
RCM
852
Rain Capital Management
Oregon
$953 19 -9,759 -100%
AIC
853
Archer Investment Corporation
Indiana
$502 10 – –
EI
854
Ellevest Inc
New York
$361 7 – –
WIM
855
Westside Investment Management
California
$277 5,616 +5,616 New
KIM
856
Karpus Investment Management
New York
– – -826,491 Closed
LWA
857
LWS Wealth Advisors
New Jersey
– – -476,081 Closed
MA
858
MUFG Americas
New York
– – -270,777 Closed
FNBSF
859
First National Bank Sioux Falls
South Dakota
– – -199,060 Closed
PWM
860
PBMares Wealth Management
Virginia
– – -133,451 Closed
AFA
861
AllGen Financial Advisors
Florida
– – -120,306 Closed
OC
862
Oakworth Capital
Alabama
– – -98,031 Closed
RCM
863
Robinson Capital Management
Michigan
– – -65,425 Closed
CCMD
864
Cypress Capital Management (Delaware)
Delaware
– – -54,850 Closed
CWA
865
Consilio Wealth Advisors
Washington
– – -49,050 Closed
NAM
866
NorthCrest Asset Manangement
Minnesota
– – -47,427 Closed
SFO
867
Standard Family Office
South Dakota
– – -40,500 Closed
PWA
868
Phoenix Wealth Advisors
North Carolina
– – -35,770 Closed
Susquehanna International Group
869
Susquehanna International Group
Pennsylvania
– – -27,812 Closed
IPW
870
Intergy Private Wealth
Colorado
– – -24,358 Closed
EFS
871
Econ Financial Services
Pennsylvania
– – -22,586 Closed
ECM
872
Exchange Capital Management
Michigan
– – -20,820 Closed
WCFA
873
Walkner Condon Financial Advisors
Wisconsin
– – -20,316 Closed
HIP
874
HUB Investment Partners
Texas
– – -20,096 Closed
EWG
875
Executive Wealth Group
Washington
– – -19,600 Closed
33 34
35
36 37