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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 %
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$4.87M +$4.08M +81,680 +513%
DP
177
Divergent Planning
Maryland
$4.84M +$458K +9,174 +10%
WTC
178
WhitTier Trust Company
Nevada
$4.82M +$4.79M +96,002 +19,200%
MIAN
179
Mariner Independent Advisor Network
Kansas
$4.81M +$1.71M +33,945 +55%
FHA
180
First Horizon Advisors
Tennessee
$4.79M -$155K -3,096 -3%
UCFA
181
United Capital Financial Advisors
Texas
$4.78M +$262K +5,254 +6%
CISOA
182
Capital Investment Services of America
Wisconsin
$4.72M -$674K -13,500 -13%
I
183
INVST
Indiana
$4.68M +$60.8K +1,195 +1%
FT
184
Fiduciary Trust
Massachusetts
$4.66M -$6.05M -121,176 -56%
BF
185
Brooklyn FI
New York
$4.66M -$33.5M -222,128 -88%
RIM
186
Reynolds Investment Management
South Carolina
$4.62M -$141K -2,816 -3%
LPP
187
Life Planning Partners
Florida
$4.54M -$391K -7,843 -8%
MCWS
188
McKinley Carter Wealth Services
West Virginia
$4.54M -$24.1M -483,347 -84%
AIS
189
American Investment Services
Massachusetts
$4.53M +$641K +12,836 +16%
PG
190
Proffitt & Goodson
Tennessee
$4.52M +$4.22M +84,433 +1,378%
SP
191
Symmetry Partners
Connecticut
$4.48M +$351K +7,031 +9%
RHBC
192
R.H. Bluestein & Co
Michigan
$4.33M +$4.33M +86,808 New
EC
193
Estate Counselors
Wisconsin
$4.33M -$12.8M -255,994 -75%
CHA
194
Cooper/Haims Advisors
New York
$4.31M +$4.31M +86,402 New
Cetera Investment Advisers
195
Cetera Investment Advisers
Illinois
$4.21M -$278K -5,574 -6%
PRWA
196
Platte River Wealth Advisors
Colorado
$4.15M +$4.15M +83,070 New
AC
197
Apella Capital
Connecticut
$4.15M -$1.99M -39,928 -32%
BB
198
Busey Bank
Illinois
$4.14M -$63.3K -1,268 -2%
CCFCSB
199
Cape Cod Five Cents Savings Bank
Massachusetts
$4.14M +$4.14M +82,880 New
KMWM
200
Keudell/Morrison Wealth Management
Oregon
$4.12M +$1.74M +34,927 +73%
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