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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.

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
1
Creative Planning
Kansas
$421M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$797M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.17B
4
Bank of America
4
Bank of America
North Carolina
$198M
5
Jane Street
5
Jane Street
New York
$48M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B
2
SCM
2
SCS Capital Management
Massachusetts
$553M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$176M
4
WT
4
Washington Trust
Rhode Island
$18K
5
PAG
5
Private Advisor Group
New Jersey
$41.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B 28,739,198 -2,575,947 -8%
CSIA
2
Charles Schwab Investment Advisory
California
$1.17B 21,252,896 +1,036,214 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$797M 14,520,012 +1,205,356 +9%
SCM
4
SCS Capital Management
Massachusetts
$553M 10,075,980 -421,377 -4%
RJA
5
Raymond James & Associates
Florida
$496M 9,031,949 +584,001 +7%
Morgan Stanley
6
Morgan Stanley
New York
$458M 8,338,385 +396,783 +5%
Creative Planning
7
Creative Planning
Kansas
$421M 7,664,345 +1,255,682 +20%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$339M 6,180,153 -213,808 -3%
UBS Group
9
UBS Group
Switzerland
$233M 4,241,833 +129,220 +3%
Bank of America
10
Bank of America
North Carolina
$198M 3,608,096 +885,496 +33%
Wells Fargo
11
Wells Fargo
California
$196M 3,574,671 +110,411 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$176M 3,205,854 -374,367 -10%
SEI Investments
13
SEI Investments
Pennsylvania
$79.7M 1,452,616 -6,306 -0.4%
US Bancorp
14
US Bancorp
Minnesota
$79.6M 1,449,285 +182,879 +14%
ACA
15
Ackerman Capital Advisors
Texas
$78.7M 1,433,972 -87,309 -6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$74.5M 1,356,350 +257,845 +23%
LPL Financial
17
LPL Financial
California
$68.6M 1,249,551 +60,234 +5%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$66.2M 1,205,980 +74,398 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$64.9M 1,182,468 +41,179 +4%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$64M 1,166,113 +33,468 +3%
RWP
21
RWA Wealth Partners
Massachusetts
$63.2M 1,150,642 -56,808 -5%
Ameriprise
22
Ameriprise
Minnesota
$59.6M 1,085,590 +84,767 +8%
Vanguard Group
23
Vanguard Group
Pennsylvania
$56M 1,019,049 -251,000 -20%
SBL
24
Sargent Bickham Lagudis
Colorado
$51.1M 929,726 +122,416 +15%
RFC
25
Regions Financial Corp
Alabama
$48.4M 882,263 +128,289 +17%
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