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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 %
RA
151
RFG Advisory
Alabama
$6.33M +$2.64M +52,092 +72%
AWM
152
Apollon Wealth Management
South Carolina
$6.32M +$2.86M +57,283 +83%
RJT
153
Raymond James Trust
Florida
$6.03M +$760K +15,225 +14%
VFA
154
Valeo Financial Advisors
Indiana
$5.95M +$1.44M +28,835 +32%
ML
155
McAdam LLC
Pennsylvania
$5.94M +$224K +4,484 +4%
JWM
156
Janiczek Wealth Management
Colorado
$5.94M -$1.27M -24,807 -18%
JFA
157
JNBA Financial Advisors
Minnesota
$5.88M +$5.32M +106,662 +959%
SWRP
158
Summit Wealth & Retirement Planning
California
$5.87M +$861K +17,239 +17%
SWM
159
SigFig Wealth Management
California
$5.87M +$298K +5,717 +5%
GLLW
160
Graves Light Lenhart Wealth
Virginia
$5.85M +$5.85M +117,102 New
SFS
161
Strategic Financial Services
New York
$5.76M +$5.33M +106,687 +1,223%
CCMG
162
Clark Capital Management Group
Pennsylvania
$5.75M +$5.75M +115,187 New
SWP
163
Stratos Wealth Partners
Ohio
$5.66M +$2.09M +41,780 +58%
BPA
164
Beacon Pointe Advisors
California
$5.58M +$1.87M +37,383 +50%
ERIC
165
Eagle Rock Investment Company
Georgia
$5.48M +$5.48M +109,783 New
ST
166
Smithfield Trust
Pennsylvania
$5.41M -$8.42M -168,605 -61%
VFP
167
Verus Financial Partners
Virginia
$5.33M +$5.33M +105,389 New
MF
168
Manchester Financial
California
$5.31M – – –
Cambridge Investment Research Advisors
169
Cambridge Investment Research Advisors
Iowa
$5.19M -$1.18M -23,732 -19%
AA
170
Alesco Advisors
New York
$5.18M +$3.45M +69,165 +200%
CFO
171
Colony Family Offices
North Carolina
$5.18M +$5.18M +103,715 New
SC
172
Steph & Co
Wisconsin
$5.06M +$784K +15,699 +18%
VA
173
Valmark Advisers
Ohio
$4.95M +$834K +16,699 +20%
JSA
174
Jacobson & Schmitt Advisors
Wisconsin
$4.93M +$1.74M +34,926 +55%
OC
175
Oakworth Capital
Alabama
$4.89M -$1.13M -22,543 -19%
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