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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

855 hedge funds and large institutions have $18.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
855
Holders Change
+99
Holders Change %
+13.1%
% of All Funds
13.79%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.37%
New
204
Increased
330
Reduced
264
Closed
89
Calls
$91K
Puts
$436K
Net Calls
-$345K
Net Calls Change
-$392K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.02B
2
CSIA
2
Charles Schwab Investment Advisory
California
$1.28B
3
RWP
3
RWA Wealth Partners
Massachusetts
$339M
4
SEI Investments
4
SEI Investments
Pennsylvania
$412M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$1B

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
ACA
2
Ackerman Capital Advisors
Texas
$6.03M
3
KIM
3
Karpus Investment Management
New York
$0
4
BF
4
Brooklyn FI
New York
$9.56M
5
MA
5
Mosaic Advisors
Texas
$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
176
Source Financial Advisors
New York
$6.88M +$86.9K +1,755 +1%
CFO
177
Colony Family Offices
North Carolina
$6.84M -$173K -3,497 -2%
SQA
178
Simon Quick Advisors
New Jersey
$6.73M -$2.39M -48,258 -26%
LP
179
LGL Partners
Pennsylvania
$6.69M -$334K -6,740 -5%
ACP
180
Aveo Capital Partners
Colorado
$6.67M -$9.14M -184,593 -58%
VFP
181
Verus Financial Partners
Virginia
$6.58M +$847K +16,657 +15%
AIM
182
AMI Investment Management
Indiana
$6.4M +$5.69M +114,981 +802%
RJT
183
Raymond James Trust
Florida
$6.37M -$965K -19,497 -13%
SFO
184
Stokes Family Office
Louisiana
$6.28M +$4.76M +96,210 +314%
RA
185
RFG Advisory
Alabama
$6.14M +$3.24M +63,856 +112%
CA
186
CGN Advisors
Kansas
$6.04M +$1.05M +21,288 +21%
ACA
187
Ackerman Capital Advisors
Texas
$6.03M -$76.2M -1,539,967 -93%
AWM
188
Apollon Wealth Management
South Carolina
$6.01M +$28.5K +575 +0.5%
SWM
189
SigFig Wealth Management
California
$5.92M +$8.84K +174 +0.1%
SAM
190
SP Asset Management
California
$5.92M -$434K -8,771 -7%
BWG
191
Beta Wealth Group
California
$5.89M -$337K -6,811 -5%
Brown Advisory
192
Brown Advisory
Maryland
$5.87M +$5.65M +114,064 +2,500%
PA
193
PFG Advisors
Arizona
$5.87M -$244K -4,926 -4%
CF
194
Corrigan Financial
Rhode Island
$5.75M +$5.75M +116,213 New
HFS
195
Heritage Financial Services
Massachusetts
$5.69M +$535K +10,820 +10%
FWM
196
Fairhaven Wealth Management
Illinois
$5.68M +$1.64M +33,044 +40%
VA
197
Valmark Advisers
Ohio
$5.67M +$240K +4,853 +4%
KLI
198
Kelman-Lazarov Inc
Tennessee
$5.66M -$645K -13,023 -10%
PI
199
PFS Investments
Georgia
$5.56M +$3.59M +72,479 +182%
BOPW
200
Brandywine Oak Private Wealth
Pennsylvania
$5.36M -$1.14M -22,982 -18%
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