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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

722 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+86
Holders Change %
+13.52%
% of All Funds
11.15%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.73%
New
150
Increased
316
Reduced
149
Closed
49
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
Bank of America
North Carolina
$198M
5
Jane Street
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.58B
2
SCM
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$176M
4
WT
Washington Trust
Rhode Island
$18K
5
PAG
Private Advisor Group
New Jersey
$41.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
151
Chatham Capital Group
Georgia
$4.86M -$11K -200 -0.2%
GGS
152
Galvin Gaustad & Stein
Arizona
$4.81M +$194K +3,524 +4%
AC
153
Apella Capital
Connecticut
$4.81M +$1.2M +21,794 +33%
FA
154
FDx Advisors
Illinois
$4.67M -$148K -2,690 -3%
KAS
155
Kestra Advisory Services
Texas
$4.63M -$461K -8,404 -9%
PCIA
156
Prime Capital Investment Advisors
Kansas
$4.61M +$424K +7,720 +10%
1CP
157
1607 Capital Partners
Virginia
$4.61M +$549K +10,000 +14%
BB
158
Busey Bank
Illinois
$4.61M -$69K -1,257 -1%
BSAM
159
Blue Square Asset Management
New York
$4.59M +$5.11K +93 +0.1%
HPWM
160
High Pines Wealth Management
Massachusetts
$4.55M +$233K +4,250 +5%
I
161
INVST
Indiana
$4.47M +$517K +9,735 +13%
UCFA
162
United Capital Financial Advisors
Texas
$4.45M +$164K +2,988 +4%
SI
163
Stephens Inc
Arkansas
$4.4M +$772K +14,059 +21%
PI
164
PFS Investments
Georgia
$4.39M +$647K +11,783 +17%
MGIA
165
Moneta Group Investment Advisors
Missouri
$4.34M +$247K +4,490 +6%
FCM
166
Firestone Capital Management
Florida
$4.28M -$329K -6,000 -7%
SP
167
Symmetry Partners
Connecticut
$4.25M – – –
AIS
168
American Investment Services
Massachusetts
$4.24M +$1.01M +18,376 +31%
MWM
169
McNaughton Wealth Management
California
$4.16M -$34.2K -626 -0.8%
EGA
170
Eagle Global Advisors
Texas
$4.06M +$90K +1,640 +2%
SW
171
SteelPeak Wealth
California
$4.01M +$873K +15,906 +28%
EWM
172
Executive Wealth Management
Michigan
$3.98M -$2.46M -44,746 -38%
Cerity Partners
173
Cerity Partners
New York
$3.98M +$2.42M +41,363 +155%
VA
174
Valmark Advisers
Ohio
$3.98M +$1.01M +18,343 +34%
TCM
175
Traynor Capital Management
Pennsylvania
$3.97M +$505K +9,204 +15%
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