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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 %
NAS
101
Nicolet Advisory Services
Wisconsin
$15.8M 314,251 +314,251 New
TA
102
Trellis Advisors
Washington
$15.5M 313,778 -79,095 -20%
RGC
103
Roberts, Glore & Co
Illinois
$15.3M 308,713 +25,639 +9%
HighTower Advisors
104
HighTower Advisors
Illinois
$15M 304,222 +70,241 +30%
OPS
105
Orion Portfolio Solutions
Nebraska
$14.6M 295,591 +252,410 +585%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$14.4M 290,335 -26,711 -8%
QWM
107
Quaker Wealth Management
New Jersey
$14.2M 287,609 -30 -0%
FHA
108
First Horizon Advisors
Tennessee
$13.9M 280,993 +233,469 +491%
HWA
109
Heartwood Wealth Advisors
Virginia
$13.7M 277,309 -4,492 -2%
WPC
110
Wedmont Private Capital
Pennsylvania
$13.7M 273,457 -97,046 -26%
GP
111
Girard Partners
Pennsylvania
$13.7M 276,118 +259,981 +1,611%
RCA
112
Resonant Capital Advisors
Wisconsin
$13.5M 272,985 +87,090 +47%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$13.3M 269,660 +58,782 +28%
MWP
114
Moller Wealth Partners
$13.2M 267,005 -129,784 -33%
FVWA
115
Foster Victor Wealth Advisors
South Carolina
$13.2M 263,334 +253,289 +2,522%
CFB
116
Cullen/Frost Bankers
Texas
$13.2M 266,075 +217,002 +442%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$12.9M 260,775 -217,289 -45%
CG
118
Colony Group
Massachusetts
$12.8M 258,598 +162,522 +169%
PCA
119
Personal Capital Advisors
California
$12.6M 254,548 +21,932 +9%
CPA
120
Cardiff Park Advisors
California
$12.2M 246,234 -1,438 -0.6%
IA
121
IFP Advisors
Florida
$11.8M 232,300 +41,137 +22%
PWM
122
Perigon Wealth Management
California
$11.6M 233,866 +30,708 +15%
AWS
123
Atria Wealth Solutions
New York
$11.5M 232,220 +3,056 +1%
KAS
124
Kestra Advisory Services
Texas
$11.5M 231,779 +139,419 +151%
ERIM
125
Eagle Ridge Investment Management
Connecticut
$10.9M 221,195 +8,930 +4%
3 4
5
6 7