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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 %
WC
201
Wealth CMT
New Jersey
$4.09M +$1.28M +26,685 +46%
TIM
202
Tortoise Investment Management
New York
$4.08M +$1.51M +31,370 +59%
PIFP
203
Partners in Financial Planning
Virginia
$3.99M +$611K +12,409 +18%
GGS
204
Galvin Gaustad & Stein
Arizona
$3.96M +$396K +8,234 +11%
GVAG
205
Great Valley Advisor Group
Delaware
$3.94M +$1.25M +25,971 +46%
FWM
206
Fairhaven Wealth Management
Illinois
$3.94M +$348K +7,224 +10%
BB
207
Busey Bank
Illinois
$3.92M -$73.5K -1,528 -2%
OIA
208
OneDigital Investment Advisors
Kansas
$3.89M +$3.2M +66,563 +469%
CFS
209
Cannon Financial Strategists
Georgia
$3.83M +$1.37M +28,553 +56%
HCC
210
Hirtle Callaghan & Co
Pennsylvania
$3.77M -$12M -248,533 -76%
BC
211
Bowman & Company
Wisconsin
$3.75M +$547K +11,360 +17%
WFA
212
Websterrogers Financial Advisors
South Carolina
$3.74M +$284K +5,903 +8%
MFS
213
McNamara Financial Services
Massachusetts
$3.73M -$19.6K -408 -0.5%
LA
214
LVW Advisors
New York
$3.71M +$415K +8,618 +13%
CCFCSB
215
Cape Cod Five Cents Savings Bank
Massachusetts
$3.7M -$287K -5,965 -7%
RT
216
Rockland Trust
Massachusetts
$3.57M +$1.19M +24,647 +50%
TC
217
TAGStone Capital
North Carolina
$3.56M +$2.44M +50,790 +220%
FA
218
FDx Advisors
Illinois
$3.52M -$214K -4,448 -6%
PRWA
219
Platte River Wealth Advisors
Colorado
$3.43M -$570K -11,846 -14%
CWM
220
Cornerstone Wealth Management
Missouri
$3.43M +$1.17M +24,258 +52%
PFM
221
Phillips Financial Management
Indiana
$3.33M +$179K +3,727 +6%
SC
222
Steph & Co
Wisconsin
$3.23M -$1.65M -34,200 -34%
CL
223
CPWM LLC
Washington
$3.18M -$240K -4,994 -7%
RWP
224
Revolve Wealth Partners
New Jersey
$3.18M -$339K -7,048 -10%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$3.18M -$888K -18,453 -22%
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