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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
+$467M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$400M
3
AL
Aspiriant LLC
California
+$266M
4
OWM
Orgel Wealth Management
Wisconsin
+$244M
5
Creative Planning
Creative Planning
Kansas
+$228M

Top Sellers

1
SCM
SCS Capital Management
Massachusetts
-$428M
2
SEI Investments
SEI Investments
Pennsylvania
-$153M
3
DY
Dowling & Yahnke
California
-$44.3M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$40.1M
5
OMC
Old Mission Capital
Illinois
-$36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
BTC Capital Management
Iowa
$4.06M +$4.06M +81,319 New
SI
202
Stephens Inc
Arkansas
$4.03M -$363K -7,279 -8%
PAS
203
Park Avenue Securities
New York
$4M +$1.94M +38,759 +94%
MFS
204
McNamara Financial Services
Massachusetts
$3.88M +$1.3M +25,999 +50%
FA
205
FDx Advisors
Illinois
$3.88M -$184K -3,680 -5%
AWS
206
AJ Wealth Strategies
New York
$3.86M -$349 -7 -0%
William Blair & Company
207
William Blair & Company
Illinois
$3.86M +$1.95M +38,996 +102%
CCG
208
Chatham Capital Group
Georgia
$3.84M -$524K -10,500 -12%
BC
209
Brio Consultants
California
$3.75M +$3.75M +74,422 New
CA
210
CGN Advisors
Kansas
$3.75M -$371K -7,437 -9%
FWM
211
Fairhaven Wealth Management
Illinois
$3.72M +$261K +5,230 +8%
CHA
212
Carmichael Hill & Associates
Maryland
$3.72M +$3.7M +74,204 +30,537%
GGS
213
Galvin Gaustad & Stein
Arizona
$3.69M -$738K -14,793 -17%
SC
214
Schiavi & Co
Delaware
$3.69M +$3.3M +66,188 +850%
SWM
215
Spire Wealth Management
Virginia
$3.67M -$1.77M -35,372 -32%
GWS
216
Glassman Wealth Services
Virginia
$3.65M +$3.65M +73,091 +79,447%
WIC
217
Whitegate Investment Counselors
New Hampshire
$3.65M -$6.41M -128,475 -64%
RWP
218
Revolve Wealth Partners
New Jersey
$3.65M +$3.38M +67,643 +1,254%
SW
219
SteelPeak Wealth
California
$3.62M +$89.2K +1,787 +3%
FPF
220
First Pacific Financial
Washington
$3.61M +$3.61M +72,271 New
WFA
221
Websterrogers Financial Advisors
South Carolina
$3.59M +$777K +15,564 +28%
CL
222
CPWM LLC
Washington
$3.55M +$3.55M +71,020 New
RVPG
223
Relative Value Partners Group
$3.52M +$3.52M +69,347 New
AF
224
Allworth Financial
California
$3.49M -$415K -8,312 -11%
LCM
225
Liberty Capital Management
Michigan
$3.46M -$4.52M -90,571 -57%
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