VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

732 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
732
Holders Change
+10
Holders Change %
+1.39%
% of All Funds
11.58%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$355M
2
Creative Planning
Creative Planning
Kansas
$668M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$189M
4
DY
Dowling & Yahnke
California
$152M
5
Jane Street
Jane Street
New York
$197M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.14B
2
CSIA
Charles Schwab Investment Advisory
California
$962M
3
ACA
Ackerman Capital Advisors
Texas
$4.87M
4
LP
LGL Partners
Pennsylvania
$6.84M
5
FWM
FFT Wealth Management
Pennsylvania
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
176
American Century Companies
Missouri
$4.23M -$22M -426,400 -84%
JWCA
177
J.W. Cole Advisors
Florida
$4.21M -$515K -9,984 -11%
FA
178
FDx Advisors
Illinois
$4.19M -$189K -3,668 -4%
FCM
179
Firestone Capital Management
Florida
$4.17M +$145K +2,816 +4%
BCM
180
Brookstone Capital Management
Illinois
$4.17M +$2.21M +43,496 +114%
BSW
181
Buckingham Strategic Wealth
Missouri
$4.14M +$901K +17,485 +28%
DB
182
Dravo Bay
Delaware
$4.11M +$2.99M +58,085 +269%
CAN
183
Cetera Advisor Networks
California
$4.04M +$362K +7,023 +10%
AF
184
Allworth Financial
California
$4.04M +$1.34M +25,973 +50%
AIS
185
American Investment Services
Massachusetts
$4.01M +$28.3K +548 +0.7%
AWS
186
AJ Wealth Strategies
New York
$3.99M +$3.99M +77,378 New
EGA
187
Eagle Global Advisors
Texas
$3.95M +$137K +2,650 +4%
MWM
188
McNaughton Wealth Management
California
$3.93M -$2.27K -44 -0.1%
BBNB
189
Baker Boyer National Bank
Washington
$3.91M +$305K +5,920 +8%
RCA
190
Resonant Capital Advisors
Wisconsin
$3.89M -$7.41M -143,785 -66%
BPA
191
Beacon Pointe Advisors
California
$3.84M +$3.25M +62,974 +551%
RGC
192
Roberts, Glore & Co
Illinois
$3.82M +$590K +11,451 +18%
MWP
193
Moller Wealth Partners
$3.8M -$7.44M -144,330 -66%
HDIM
194
Hanson & Doremus Investment Management
Vermont
$3.78M +$68.7K +1,333 +2%
RA
195
RFG Advisory
Alabama
$3.74M +$662K +12,844 +22%
SC
196
Savant Capital
Illinois
$3.73M +$2.93M +56,764 +363%
SWP
197
Stratos Wealth Partners
Ohio
$3.69M +$2.96M +57,471 +409%
LA
198
LVW Advisors
New York
$3.69M +$53.3K +1,034 +1%
SW
199
SteelPeak Wealth
California
$3.65M -$110K -2,125 -3%
CG
200
Colony Group
Massachusetts
$3.62M +$1.23M +23,821 +51%
6 7
8
9 10