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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
13.79%
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
RWP
3
RWA Wealth Partners
Massachusetts
$339M
4
SEI Investments
4
SEI Investments
Pennsylvania
$412M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1B

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 Holding Trade Value Shares
Change 		Shares
Change %
FT
126
Fiduciary Trust
Massachusetts
$10.9M +$5.51M +111,336 +103%
PPP
127
Private Portfolio Partners
New Jersey
$10.8M +$10.8M +217,817 New
NOI
128
Newton One Investments
Delaware
$10.6M -$839K -16,950 -7%
RA
129
Riversedge Advisors
Delaware
$10.4M -$540K -10,915 -5%
MLA
130
MB, Levis & Associates
Pennsylvania
$10.1M +$10.1M +204,134 New
FWM
131
FFT Wealth Management
Pennsylvania
$9.93M +$76.7K +1,550 +0.8%
SOAG
132
Silver Oak Advisory Group
Oregon
$9.8M -$119K -2,402 -1%
BCM
133
Brookstone Capital Management
Illinois
$9.71M +$1.93M +38,512 +25%
JFA
134
JNBA Financial Advisors
Minnesota
$9.63M +$749K +15,131 +8%
BF
135
Brooklyn FI
New York
$9.56M -$36.7M -125,624 -79%
LWAC
136
Laurel Wealth Advisors (California)
California
$9.5M +$9.5M +192,017 New
PIFP
137
Partners in Financial Planning
Virginia
$9.48M +$5.45M +109,814 +135%
BPA
138
Beacon Pointe Advisors
California
$9.3M +$3.59M +72,451 +63%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$9.26M +$177K +3,577 +2%
RW
140
Regimen Wealth
Georgia
$9.15M +$9.15M +184,935 New
CWM
141
Cahaba Wealth Management
Georgia
$8.97M +$3.91M +78,985 +77%
Deutsche Bank
142
Deutsche Bank
Germany
$8.89M +$1.13M +22,843 +15%
UCFA
143
United Capital Financial Advisors
Texas
$8.78M +$2.84M +57,482 +48%
MCWS
144
McKinley Carter Wealth Services
West Virginia
$8.72M +$2.21M +44,638 +34%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$8.7M -$1.96M -39,594 -18%
GAB
146
German American Bancorp
Indiana
$8.61M +$8.61M +173,958 New
FFG
147
Frisch Financial Group
New York
$8.58M +$8.58M +173,438 New
AC
148
Apella Capital
Connecticut
$8.5M +$3.83M +77,350 +82%
CWP
149
Cyndeo Wealth Partners
Florida
$8.37M +$8.37M +169,180 New
SPP
150
Single Point Partners
Massachusetts
$8.36M -$3.82M -77,172 -31%
4 5
6
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