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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
226
Human Investing
Oregon
$623K +$2.17K +41 +0.3%
PP
227
PrairieView Partners
Minnesota
$622K -$22K -416 -3%
SIC
228
Sigma Investment Counselors
Michigan
$611K +$101K +1,900 +20%
WP
229
WealthShield Partners
North Carolina
$601K – – –
NRI
230
NFP Retirement Inc
California
$586K -$355K -6,705 -38%
Cerity Partners
231
Cerity Partners
New York
$582K – – –
IF
232
IRON Financial
Illinois
$582K +$64.9K +1,227 +13%
LL
233
LPWM LLC
Minnesota
$582K +$582K +11,008 New
RWRC
234
R.W. Roge & Company
New York
$581K +$362K +6,836 +165%
CWM
235
Cahaba Wealth Management
Georgia
$572K -$124K -2,339 -18%
SF
236
Synovus Financial
Georgia
$569K +$478K +9,043 +522%
FA
237
Financial Advisors
Massachusetts
$547K – – –
BCM
238
Blume Capital Management
California
$542K -$598K -11,300 -52%
FFN
239
Focus Financial Network
Minnesota
$530K +$101K +1,904 +23%
MHS
240
M Holdings Securities
Oregon
$530K +$530K +10,022 New
SW
241
StrongBox Wealth
Missouri
$527K +$527K +9,967 New
PA
242
Pinnacle Associates
New York
$523K -$307K -5,805 -37%
SP
243
Successful Portfolios
Florida
$522K – – –
JSA
244
Jacobson & Schmitt Advisors
Wisconsin
$519K -$136K -2,573 -21%
HFAS
245
Hummer Financial Advisory Services
Illinois
$508K – – –
Baird Financial Group
246
Baird Financial Group
Wisconsin
$505K -$318K -6,016 -39%
SC
247
Savant Capital
Illinois
$503K +$503K +9,516 New
HFA
248
Huber Financial Advisors
Illinois
$502K -$27.5K -521 -5%
PWMAG
249
Pinnacle Wealth Management Advisory Group
New Jersey
$492K -$307K -5,805 -38%
PWM
250
Paulson Wealth Management
Illinois
$490K -$366K -6,856 -43%
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