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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 %
HDIM
176
Hanson & Doremus Investment Management
Vermont
$3.95M +$178K +3,236 +5%
CAN
177
Cetera Advisor Networks
California
$3.92M -$3.42M -62,208 -47%
MWM
178
Mattern Wealth Management
Kansas
$3.92M -$281K -5,110 -7%
LA
179
LVW Advisors
New York
$3.87M -$14.6K -266 -0.4%
CFD
180
Creative Financial Designs
Indiana
$3.84M +$240K +4,374 +7%
BBNB
181
Baker Boyer National Bank
Washington
$3.84M +$3.84M +69,866 New
CCM
182
Crabel Capital Management
California
$3.83M +$2.6M +47,334 +212%
PTC
183
Philadelphia Trust Company
Pennsylvania
$3.82M +$2.66M +48,470 +230%
Cetera Investment Advisers
184
Cetera Investment Advisers
Illinois
$3.81M +$320K +5,822 +9%
FWM
185
Fairhaven Wealth Management
Illinois
$3.79M +$502K +9,143 +15%
GVAG
186
Great Valley Advisor Group
Delaware
$3.62M +$472K +8,606 +15%
VWA
187
Visionary Wealth Advisors
Illinois
$3.6M +$54.4K +991 +2%
RFO
188
RiverGlades Family Offices
Florida
$3.51M – – –
HIM
189
Hanlon Investment Management
New Jersey
$3.51M +$607K +11,060 +21%
GEA
190
Glen Eagle Advisors
New Jersey
$3.49M +$621K +11,316 +22%
BSW
191
Buckingham Strategic Wealth
Missouri
$3.45M -$4.42M -80,416 -56%
MWM
192
Merriman Wealth Management
Washington
$3.45M -$429K -7,806 -11%
RGC
193
Roberts, Glore & Co
Illinois
$3.44M +$145K +2,644 +4%
Luther King Capital Management (LKCM)
194
Luther King Capital Management (LKCM)
Texas
$3.39M -$3.45M – –
AWM
195
Apollon Wealth Management
South Carolina
$3.37M +$933K +16,995 +38%
JSA
196
Jacobson & Schmitt Advisors
Wisconsin
$3.3M +$418K +7,617 +15%
RA
197
RFG Advisory
Alabama
$3.28M +$163K +2,975 +5%
B
198
Brightworth
Georgia
$3.26M +$416K +7,568 +15%
ETC
199
Exchange Traded Concepts
Oklahoma
$3.22M -$77.1K -1,405 -2%
BCI
200
Brinker Capital Investments
Pennsylvania
$3.22M +$933 +17 +0%
6 7
8
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