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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.

Holders
756
Holders Change
-9
Holders Change %
-1.18%
% of All Funds
13.08%
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
1
Wealthfront Advisers
California
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$436M
3
RJA
3
Raymond James & Associates
Florida
$669M
4
SCM
4
SCS Capital Management
Massachusetts
$210M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$313M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$802M
2
Jane Street
2
Jane Street
New York
$0
3
FG
3
Foster Group
Iowa
$5.13M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$42.1M
5
PAG
5
Private Advisor Group
New Jersey
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.71B 35,484,527 +5,410,289 +18%
Creative Planning
2
Creative Planning
Kansas
$891M 18,501,319 +977,570 +6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$827M 17,182,431 -166,498 -1%
CSIA
4
Charles Schwab Investment Advisory
California
$802M 16,653,963 -11,375,902 -41%
RJA
5
Raymond James & Associates
Florida
$669M 13,893,847 +2,746,182 +25%
Morgan Stanley
6
Morgan Stanley
New York
$489M 10,152,208 +913,648 +10%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$436M 9,048,070 +2,882,150 +47%
UBS Group
8
UBS Group
Switzerland
$348M 7,239,219 +851,309 +13%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$313M 6,503,239 +2,234,191 +52%
SEI Investments
10
SEI Investments
Pennsylvania
$248M 5,159,787 +1,341,579 +35%
OWM
11
Orgel Wealth Management
Wisconsin
$243M 5,045,863 +153,637 +3%
Wells Fargo
12
Wells Fargo
California
$227M 4,725,384 +504,310 +12%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$225M 4,682,040 +357,036 +8%
AL
14
Aspiriant LLC
California
$224M 4,657,658 -851,669 -15%
SCM
15
SCS Capital Management
Massachusetts
$210M 4,352,497 +2,676,545 +160%
Bank of America
16
Bank of America
North Carolina
$203M 4,209,241 +431,523 +11%
TF
17
TIAA FSB
Florida
$130M 2,690,423 +1,180,744 +78%
Mariner
18
Mariner
Kansas
$118M 2,447,377 +868,624 +55%
RWP
19
RWA Wealth Partners
Massachusetts
$109M 2,256,157 +53,001 +2%
PS
20
Portfolio Solutions
Michigan
$107M 2,212,473 +550,820 +33%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$97.6M 2,027,782 +155,573 +8%
Osaic Holdings
22
Osaic Holdings
Arizona
$87.6M 1,819,603 +115,785 +7%
DY
23
Dowling & Yahnke
California
$83M 1,724,896 -335,444 -16%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$82.7M 1,717,752 -851,704 -33%
ACA
25
Ackerman Capital Advisors
Texas
$80M 1,661,840 +173,793 +12%
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