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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
13.8%
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
Corient Private Wealth
3
Corient Private Wealth
Florida
$237M
4
RWP
4
RWA Wealth Partners
Massachusetts
$339M
5
SEI Investments
5
SEI Investments
Pennsylvania
$412M

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 %
Truist Financial
76
Truist Financial
North Carolina
$23.4M 473,494 -20,437 -4%
SFA
77
Sequoia Financial Advisors
Ohio
$23.3M 470,066 -352,466 -43%
Goldman Sachs
78
Goldman Sachs
New York
$23M 464,306 -282,262 -38%
FSC
79
Full Sail Capital
Oklahoma
$22.3M 450,311 -157,728 -26%
MNG
80
Manning & Napier Group
New York
– – – –
EWA
81
EP Wealth Advisors
California
$21.7M 437,800 +14,391 +3%
RFA
82
RTD Financial Advisors
Pennsylvania
$21.4M 432,683 +432,683 New
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$21.4M 432,223 +366,263 +555%
BlackRock
84
BlackRock
New York
$21.3M 429,504 -153,398 -26%
MG
85
Mather Group
Illinois
$20.9M 422,748 -4,010 -0.9%
OIA
86
OneDigital Investment Advisors
Kansas
$20.7M 417,343 +336,585 +417%
IAN
87
Integrated Advisors Network
Texas
$20.4M 412,919 +412,919 New
LRIA
88
Leonard Rickey Investment Advisors
Washington
$20.4M 412,218 -97,932 -19%
WWM
89
Windsor Wealth Management
Indiana
$20.3M 406,104 -65,428 -14%
HIG
90
Heritage Investment Group
Florida
$20.3M 410,340 +293,781 +252%
HCM
91
Hengehold Capital Management
Ohio
$18.7M 378,440 -332,477 -47%
BFA
92
Bragg Financial Advisors
North Carolina
$18.1M 366,608 -360 -0.1%
BSSFA
93
Baron Silver Stevens Financial Advisors
Florida
$18M 363,574 +121,511 +50%
RWM
94
Rockwood Wealth Management
Pennsylvania
$17.8M 358,922 +69,108 +24%
BOH
95
Bank of Hawaii
Hawaii
$17.6M 354,773 -16,540 -4%
CAG
96
Crestwood Advisors Group
Massachusetts
$17.5M 353,877 +13,370 +4%
FPCP
97
Fort Point Capital Partners
California
$17.4M 351,239 +94,793 +37%
CAN
98
Cetera Advisor Networks
California
$17.2M 347,647 +287,399 +477%
UA
99
Unison Advisors
District of Columbia
$16M 323,916 +313,838 +3,114%
Vanguard Group
100
Vanguard Group
Pennsylvania
$15.8M 320,000 +320,000 New
2 3
4
5 6