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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
1
SEI Investments
Pennsylvania
$355M
2
Creative Planning
2
Creative Planning
Kansas
$668M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$189M
4
DY
4
Dowling & Yahnke
California
$152M
5
Jane Street
5
Jane Street
New York
$197M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.14B
2
CSIA
2
Charles Schwab Investment Advisory
California
$962M
3
ACA
3
Ackerman Capital Advisors
Texas
$4.87M
4
LP
4
LGL Partners
Pennsylvania
$6.84M
5
FWM
5
FFT Wealth Management
Pennsylvania
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
101
Aspiriant LLC
California
$8.98M +$2.72M +52,740 +43%
FSC
102
Full Sail Capital
Oklahoma
$8.98M +$8.98M +174,168 New
NWM
103
NEIRG Wealth Management
Massachusetts
$8.91M +$8.91M +172,905 New
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$8.85M +$798K +15,482 +10%
FPOC
105
Financial Planners of Cleveland
Ohio
$8.66M +$6.59M +127,881 +319%
MCA
106
Maryland Capital Advisors
Maryland
$8.66M -$4.74M -91,921 -35%
Deutsche Bank
107
Deutsche Bank
Germany
$8.55M +$6.22M +120,615 +266%
MWM
108
Modera Wealth Management
New Jersey
$8.33M +$252K +4,883 +3%
Cerity Partners
109
Cerity Partners
New York
$8.31M +$5.09M +107,228 +158%
LCM
110
Liberty Capital Management
Michigan
$8.24M +$111K +2,145 +1%
AFA
111
AllGen Financial Advisors
Florida
$7.94M +$838K +16,254 +12%
JWA
112
JFS Wealth Advisors
Pennsylvania
$7.64M +$7.59M +147,291 +15,719%
WPC
113
Wedmont Private Capital
Pennsylvania
$7.49M -$161K -3,135 -2%
SQA
114
Simon Quick Advisors
New Jersey
$7.48M -$506K -9,821 -6%
JWM
115
Janiczek Wealth Management
Colorado
$7.27M -$1.44M -27,923 -17%
FFS
116
Founders Financial Securities
Maryland
$7.22M +$7.22M +139,983 New
HI
117
Horizon Investments
North Carolina
$7.2M +$7.2M +139,983 New
AF
118
Advisornet Financial
Minnesota
$6.96M +$235K +4,551 +3%
PWM
119
PBMares Wealth Management
Virginia
$6.88M – – –
LP
120
LGL Partners
Pennsylvania
$6.84M -$27.8M -538,771 -80%
APC
121
Aspire Private Capital
North Carolina
$6.79M +$872K +16,923 +15%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$6.76M +$5.9M +114,520 +683%
MA
123
MUFG Americas
New York
$6.69M -$1.04M -20,186 -13%
TFA
124
Trinity Financial Advisors
Ohio
$6.65M -$100K -1,945 -1%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$6.58M -$98.1K -1,904 -1%
3 4
5
6 7