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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

388 hedge funds and large institutions have $4.52B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 181 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+73
Holders Change %
+23.17%
% of All Funds
7.66%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
95
Increased
181
Reduced
53
Closed
15
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$787M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$333M
5
Truist Financial
5
Truist Financial
North Carolina
$20.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$326M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.04M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
226
Millennium Management
New York
$581K +$581K +10,848 New
OAJ
227
Ogorek Anthony Joseph
New York
$569K +$569K +10,632 New
AWM
228
Altavista Wealth Management
North Carolina
$566K – – –
AACR
229
ACR Alpine Capital Research
Missouri
$565K +$103K +1,927 +22%
FA
230
Financial Advisors
Massachusetts
$553K – – –
CCT
231
Country Club Trust
Missouri
$553K +$204K +3,810 +59%
AP
232
Adero Partners
California
$538K +$538K +10,052 New
HFA
233
Huber Financial Advisors
Illinois
$536K -$20.3K -380 -4%
WIA
234
World Investment Advisors
California
$536K -$5.62K -105 -1%
SP
235
Successful Portfolios
Florida
$528K -$18.5K -345 -3%
WFA
236
Wade Financial Advisory
California
$525K +$525K +9,800 New
IF
237
IRON Financial
Illinois
$523K +$217K +4,046 +71%
SIC
238
Sigma Investment Counselors
Michigan
$517K +$21.4K +400 +4%
HFAS
239
Hummer Financial Advisory Services
Illinois
$514K +$514K +9,600 New
BCM
240
Brasada Capital Management
Texas
$470K +$201K +3,746 +74%
SAG
241
Spotlight Asset Group
Illinois
$467K +$467K +8,789 New
HR
242
Howe & Rusling
New York
$447K +$28.1K +525 +7%
1WA
243
180 Wealth Advisors
Washington
$442K +$106K +1,963 +32%
FAAS
244
First Allied Advisory Services
California
$440K +$39.1K +732 +10%
FFN
245
Focus Financial Network
Minnesota
$435K +$28.7K +536 +7%
Fisher Asset Management
246
Fisher Asset Management
Washington
$431K -$82.4K -1,541 -16%
JIR
247
James Investment Research
Ohio
$431K – – –
RZH
248
Relyea Zuckerberg Hanson
Connecticut
$421K +$421K +7,858 New
CIM
249
Cambria Investment Management
California
$415K -$41.6K -776 -9%
HW
250
Hamilton Wealth
California
$403K +$48K +897 +14%
8 9
10
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