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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.

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
1
Charles Schwab Investment Advisory
California
$1.4B
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.5B
3
AL
3
Aspiriant LLC
California
$275M
4
OWM
4
Orgel Wealth Management
Wisconsin
$244M
5
Creative Planning
5
Creative Planning
Kansas
$875M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$83.7M
2
SEI Investments
2
SEI Investments
Pennsylvania
$191M
3
DY
3
Dowling & Yahnke
California
$103M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$25.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.5B 30,074,238 +8,014,101 +36%
CSIA
2
Charles Schwab Investment Advisory
California
$1.4B 28,029,865 +9,360,062 +50%
Creative Planning
3
Creative Planning
Kansas
$875M 17,523,749 +4,564,851 +35%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$866M 17,348,929 +2,298,112 +15%
RJA
5
Raymond James & Associates
Florida
$556M 11,147,665 +1,847,613 +20%
Morgan Stanley
6
Morgan Stanley
New York
$461M 9,238,560 -104,316 -1%
UBS Group
7
UBS Group
Switzerland
$319M 6,387,910 +1,883,032 +42%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$308M 6,165,920 -172,339 -3%
AL
9
Aspiriant LLC
California
$275M 5,509,327 +5,335,089 +3,062%
OWM
10
Orgel Wealth Management
Wisconsin
$244M 4,892,226 +4,892,226 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$216M 4,325,004 +874,371 +25%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$213M 4,269,048 +600,915 +16%
Wells Fargo
13
Wells Fargo
California
$211M 4,221,074 +305,128 +8%
SEI Investments
14
SEI Investments
Pennsylvania
$191M 3,818,208 -3,074,642 -45%
Bank of America
15
Bank of America
North Carolina
$189M 3,777,718 +471,540 +14%
Jane Street
16
Jane Street
New York
$187M 3,743,003 -74,939 -2%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$135M 2,698,678 +1,011,028 +60%
Baird Financial Group
18
Baird Financial Group
Wisconsin
$128M 2,569,456 +2,512,421 +4,405%
RWP
19
RWA Wealth Partners
Massachusetts
$110M 2,203,156 +628,141 +40%
FG
20
Foster Group
Iowa
$106M 2,130,126 +2,130,126 New
DY
21
Dowling & Yahnke
California
$103M 2,060,340 -886,577 -30%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$93.4M 1,872,209 +273,878 +17%
Ameriprise
23
Ameriprise
Minnesota
$87M 1,735,642 +555,701 +47%
Osaic Holdings
24
Osaic Holdings
Arizona
$84.9M 1,703,818 +545,133 +47%
PAG
25
Private Advisor Group
New Jersey
$84M 1,682,217 +799,352 +91%
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