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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 %
AF
201
Allworth Financial
California
$5.33M -$94K -1,900 -2%
DP
202
Divergent Planning
Maryland
$5.27M +$296K +5,980 +6%
WTA
203
Washington Trust Advisors
Massachusetts
$5.24M -$8.65M -174,778 -62%
3IP
204
3Chopt Investment Partners
Virginia
$5.2M +$5.2M +105,000 New
CAM
205
Caprin Asset Management
Virginia
$5.15M +$3.75M +75,761 +268%
NWM
206
NEIRG Wealth Management
Massachusetts
$5.14M -$170K -3,436 -3%
DL
207
DOHJ LLC
Washington
$5.09M +$4.4M +88,939 +639%
GWWM
208
Great Waters Wealth Management
Minnesota
$5.08M +$5.08M +99,883 New
SC
209
Schiavi & Co
Delaware
$4.95M +$129K +2,614 +3%
NA
210
NewEdge Advisors
Louisiana
$4.91M +$3.17M +68,999 +182%
VFA
211
Valeo Financial Advisors
Indiana
$4.76M -$266K -5,381 -5%
S
212
SignatureFD
Georgia
$4.74M +$4.73M +95,521 +39,309%
LW
213
Linscomb Wealth
Texas
$4.68M +$50.4K +1,018 +1%
LWM
214
LJI Wealth Management
Indiana
$4.68M +$4.68M +94,492 New
JSA
215
Jacobson & Schmitt Advisors
Wisconsin
$4.65M – – –
WC
216
Wealth CMT
New Jersey
$4.61M +$408K +8,240 +10%
CHA
217
Carmichael Hill & Associates
Maryland
$4.6M +$104K +2,101 +2%
PAG
218
Private Advisor Group
New Jersey
$4.6M +$264K +12,775 +6%
KOC
219
Koss-Olinger Consulting
Florida
$4.58M +$4.58M +92,563 New
QCG
220
Quadrant Capital Group
Ohio
$4.56M -$1.29M -25,966 -22%
Luther King Capital Management (LKCM)
221
Luther King Capital Management (LKCM)
Texas
$4.51M -$3.05M – –
RW
222
Rede Wealth
Virginia
$4.42M -$174K -3,522 -4%
SWM
223
Soundmark Wealth Management
Washington
$4.42M +$203K +4,107 +5%
AWM
224
Aevitas Wealth Management
Massachusetts
$4.42M +$3.2M +64,731 +263%
CA
225
Cetera Advisors
Colorado
$4.37M +$3.32M +67,167 +319%
7 8
9
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