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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.

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

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
$83.7M
2
SEI Investments
SEI Investments
Pennsylvania
$191M
3
DY
Dowling & Yahnke
California
$103M
4
Vanguard Group
Vanguard Group
Pennsylvania
$0
5
OMC
Old Mission Capital
Illinois
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
126
Single Point Partners
Massachusetts
$9.24M +$9.24M +185,005 New
KAS
127
Kestra Advisory Services
Texas
$9.19M +$4.64M +92,963 +102%
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$9.05M +$2.46M +49,055 +37%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$8.88M +$7.8M +157,181 +727%
SFA
130
Source Financial Advisors
New York
$8.83M +$8.83M +176,788 New
SAM
131
SP Asset Management
California
$8.71M -$323K -6,469 -4%
SPIA
132
Steward Partners Investment Advisory
New York
$8.46M -$576K -11,547 -6%
CG
133
Colony Group
Massachusetts
$8.08M +$4.58M +91,662 +130%
HWAM
134
Hennion & Walsh Asset Management
New Jersey
$8.02M -$546K -10,947 -6%
Goldman Sachs
135
Goldman Sachs
New York
$7.78M -$16.8M -336,996 -68%
Deutsche Bank
136
Deutsche Bank
Germany
$7.73M -$549K -11,007 -7%
HIG
137
Heritage Investment Group
Florida
$7.43M +$7.43M +148,928 New
NWM
138
NEIRG Wealth Management
Massachusetts
$7.23M -$1.4M -27,999 -16%
BOPW
139
Brandywine Oak Private Wealth
Pennsylvania
$7.22M +$6.79M +135,939 +1,582%
AI
140
Atria Investments
North Carolina
$7.07M +$1.35M +27,043 +24%
PI
141
PFS Investments
Georgia
$7.04M +$1.42M +28,379 +25%
BCM
142
Brookstone Capital Management
Illinois
$6.98M +$2.87M +57,234 +70%
APC
143
Aspire Private Capital
North Carolina
$6.82M +$250K +5,002 +4%
LFS
144
Lutz Financial Services
Nebraska
$6.79M +$6.79M +135,924 New
XF
145
XML Financial
Maryland
$6.71M +$6.46M +129,362 +2,540%
PWM
146
PBMares Wealth Management
Virginia
$6.66M – – –
LP
147
LGL Partners
Pennsylvania
$6.65M +$28.1K +563 +0.4%
QCG
148
Quadrant Capital Group
Ohio
$6.57M +$353K +7,072 +6%
BSW
149
Buckingham Strategic Wealth
Missouri
$6.53M +$2.52M +50,392 +63%
BBNB
150
Baker Boyer National Bank
Washington
$6.42M +$2.64M +52,878 +70%
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