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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

756 hedge funds and large institutions have $12.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 314 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
13.07%
Holding in Top 10
77
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+14.93%
% of All Funds
1.33%
New
80
Increased
314
Reduced
262
Closed
81
Calls
$875K
Puts
$828K
Net Calls
+$47K
Net Calls Change
+$508K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.71B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$436M
3
RJA
Raymond James & Associates
Florida
$669M
4
SCM
SCS Capital Management
Massachusetts
$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$313M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
$802M
2
Jane Street
Jane Street
New York
$0
3
FG
Foster Group
Iowa
$5.13M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$42.1M
5
PAG
Private Advisor Group
New Jersey
$10.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
176
Keudell/Morrison Wealth Management
Oregon
$4.79M +$819K +17,020 +21%
OC
177
Oakworth Capital
Alabama
$4.72M – – –
SC
178
Schiavi & Co
Delaware
$4.69M +$1.12M +23,369 +32%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$4.68M -$21.1K -438 -0.4%
JSA
180
Jacobson & Schmitt Advisors
Wisconsin
$4.65M -$98.8K -2,053 -2%
WTC
181
WhitTier Trust Company
Nevada
$4.64M -$3.37K -70 -0.1%
CG
182
Colony Group
Massachusetts
$4.63M -$3.17M -65,847 -41%
CISOA
183
Capital Investment Services of America
Wisconsin
$4.55M – – –
AC
184
Apella Capital
Connecticut
$4.54M +$547K +11,362 +14%
MWA
185
Motive Wealth Advisors
Michigan
$4.53M +$2.15M +44,697 +91%
LW
186
Linscomb Wealth
Texas
$4.51M +$1.67M +34,618 +59%
LPP
187
Life Planning Partners
Florida
$4.49M +$109K +2,266 +2%
RW
188
Rede Wealth
Virginia
$4.47M +$1.3M +26,971 +41%
KAS
189
Kestra Advisory Services
Texas
$4.45M -$4.42M -91,775 -50%
PG
190
Proffitt & Goodson
Tennessee
$4.43M +$65.2K +1,354 +1%
AIS
191
American Investment Services
Massachusetts
$4.4M +$32.8K +682 +0.8%
CHA
192
Carmichael Hill & Associates
Maryland
$4.38M +$793K +16,465 +22%
I
193
INVST
Indiana
$4.37M -$97.4K -2,007 -2%
AA
194
Alesco Advisors
New York
$4.32M -$670K -13,915 -13%
SP
195
Symmetry Partners
Connecticut
$4.32M – – –
ST
196
Smithfield Trust
Pennsylvania
$4.24M -$977K -20,306 -19%
RHBC
197
R.H. Bluestein & Co
Michigan
$4.13M -$50.8K -1,055 -1%
CT
198
Coastline Trust
Rhode Island
$4.12M +$1.09M +21,975 +36%
CFD
199
Creative Financial Designs
Indiana
$4.12M +$1.27M +26,398 +45%
SWM
200
Soundmark Wealth Management
Washington
$4.1M +$3.26M +67,756 +388%
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