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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.

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
1
Charles Schwab Investment Advisory
California
$1.4B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.5B
3
AL
3
Aspiriant LLC
California
$275M
4
OWM
4
Orgel Wealth Management
Wisconsin
$244M
5
Creative Planning
5
Creative Planning
Kansas
$875M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$83.7M
2
SEI Investments
2
SEI Investments
Pennsylvania
$191M
3
DY
3
Dowling & Yahnke
California
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$25.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PCA
101
Personal Capital Advisors
California
$12.5M 251,098 -20,001 -7%
FMWA
102
Forvis Mazars Wealth Advisors
Missouri
$12.2M 244,909 +69,397 +40%
FM
103
Foster & Motley
Ohio
$11.7M 234,682 -49,754 -17%
NOI
104
Newton One Investments
Delaware
$11.7M 234,230 +199,487 +574%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$11.6M 231,875 +43,373 +23%
HighTower Advisors
106
HighTower Advisors
Illinois
$11.5M 231,051 -212,112 -48%
BFA
107
Beaumont Financial Advisors
Massachusetts
$11.5M 230,081 +225,807 +5,283%
RGC
108
Roberts, Glore & Co
Illinois
$11.4M 227,857 +153,757 +207%
AWS
109
Atria Wealth Solutions
New York
$11.3M 226,327 -7,852 -3%
AWE
110
Avidian Wealth Enterprises
Texas
$11.1M 221,638 -309,471 -58%
KLI
111
Kelman-Lazarov Inc
Tennessee
$10.9M 217,853 +217,853 New
KL
112
KilterHowling LLC
Colorado
$10.8M 215,514 +192,558 +839%
CFA
113
Capstone Financial Advisors
Illinois
$10.7M 215,293 -300,126 -58%
PWM
114
Perigon Wealth Management
California
$10.4M 209,239 +179,800 +611%
SS
115
Simplicity Solutions
Minnesota
$10.4M 207,779 -256,213 -55%
PP
116
PDS Planning
Ohio
$10.2M 205,315 +163,275 +388%
V
117
Veritable
Delaware
$10.2M 203,633 -63,700 -24%
SOAG
118
Silver Oak Advisory Group
Oregon
$9.7M 194,212 +3,439 +2%
CPA
119
Cardiff Park Advisors
California
$9.7M 194,213 +187,279 +2,701%
IA
120
IFP Advisors
Florida
$9.6M 188,374 – –
IAA
121
Independent Advisor Alliance
North Carolina
$9.56M 191,558 +191,558 New
RMC
122
Regis Management Company
California
$9.54M 191,068 – –
FWM
123
FFT Wealth Management
Pennsylvania
$9.53M 190,797 +1,910 +1%
SQA
124
Simon Quick Advisors
New Jersey
$9.51M 187,312 +42,148 +29%
BSSFA
125
Baron Silver Stevens Financial Advisors
Florida
$9.29M 186,119 +92,894 +100%
3 4
5
6 7