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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 %
BFO
201
Boston Family Office
Massachusetts
$3.2M +$3.2M +58,210 New
NG
202
Northstar Group
New York
$3.19M -$34.4K -626 -1%
LW
203
Linscomb Wealth
Texas
$3.16M +$318K +5,796 +11%
PG
204
Proffitt & Goodson
Tennessee
$3.12M -$1.81M -33,011 -37%
CWM
205
Cornerstone Wealth Management
Missouri
$3.08M +$16.8K +305 +0.5%
GDP
206
Great Diamond Partners
Maine
$2.92M -$221K -4,025 -7%
CFB
207
Cullen/Frost Bankers
Texas
$2.88M +$9.5K +173 +0.3%
AF
208
Allworth Financial
California
$2.87M -$49.5K -901 -2%
BAM
209
Baldrige Asset Management
Pennsylvania
$2.82M +$36.7K +669 +1%
MFS
210
McNamara Financial Services
Massachusetts
$2.8M +$20.9K +380 +0.8%
PCWA
211
Pacific Capital Wealth Advisors
California
$2.75M +$2.64K +48 +0.1%
FFM
212
Forum Financial Management
Illinois
$2.73M +$2.73M +49,673 New
AAS
213
Ameritas Advisory Services
Nebraska
$2.72M +$2.72M +49,478 New
HI
214
Hendershot Investments
Virginia
$2.7M +$372K +6,767 +16%
HPA
215
High Probability Advisors
New York
$2.7M +$915K +16,667 +51%
APIM
216
Agate Pass Investment Management
Washington
$2.69M +$2.69M +49,015 New
NAM
217
NorthCrest Asset Manangement
Minnesota
$2.63M +$2.63M +47,963 New
BC
218
Bartlett & Co
Ohio
$2.62M -$185K -3,375 -7%
BCWM
219
Bartlett & Co Wealth Management
Ohio
$2.62M -$185K -3,375 -7%
MIM
220
Moseley Investment Management
Florida
$2.61M -$83.7K -1,524 -3%
RWA
221
RGT Wealth Advisors
Texas
$2.58M +$2.58M +46,955 New
CG
222
Colony Group
Massachusetts
$2.55M +$170K +3,087 +7%
MFA
223
Mayflower Financial Advisors
Massachusetts
$2.55M +$35K +638 +1%
Deutsche Bank
224
Deutsche Bank
Germany
$2.49M -$337K -6,146 -12%
HI
225
Harbour Investments
Wisconsin
$2.49M -$525K -9,566 -17%
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