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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$398M
2
CSIA
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$978M
2
AC
Athanor Capital
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$22.3M
4
RJA
Raymond James & Associates
Florida
$322M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
226
StoneX Group
New York
$839K +$2.81K +52 +0.3%
AWA
227
Arete Wealth Advisors
Illinois
$825K +$40.7K +2,785 +5%
SW
228
StrongBox Wealth
Missouri
$805K +$265K +4,900 +49%
MWA
229
Martel Wealth Advisors
Washington
$802K +$59.4K +1,098 +8%
LL
230
LPWM LLC
Minnesota
$799K +$203K +3,751 +34%
CRCM
231
Corbett Road Capital Management
Virginia
$796K -$416K -7,700 -34%
FAAS
232
First Allied Advisory Services
California
$754K +$15.2K +281 +2%
SPC
233
Sigma Planning Corp
Michigan
$748K +$344K +6,364 +85%
FSG
234
Financial Strategies Group
Michigan
$731K +$451K +8,340 +161%
CWC
235
Carolinas Wealth Consulting
North Carolina
$710K +$228K +4,204 +47%
CIP
236
Capital Insight Partners
Arizona
$691K +$691K +12,759 New
Citigroup
237
Citigroup
New York
$680K -$420K -7,761 -38%
NC
238
NewSquare Capital
Pennsylvania
$671K +$32.7K +605 +5%
AA
239
Ancora Advisors
Ohio
$669K -$81.2K -1,500 -11%
BCM
240
Brookstone Capital Management
Illinois
$667K – – –
Northern Trust
241
Northern Trust
Illinois
$660K +$230K +425,360 +54%
VCM
242
Versant Capital Management
Arizona
$645K -$25.3K -467 -4%
PP
243
PrairieView Partners
Minnesota
$635K -$2.06K -38 -0.3%
OA
244
Oxbow Advisors
Texas
$621K -$27.5K -509 -4%
MIM
245
Moseley Investment Management
Florida
$621K +$230K +4,247 +59%
GIM
246
Greenwich Investment Management
Connecticut
$611K -$537K -9,918 -47%
Mercer Global Advisors
247
Mercer Global Advisors
Colorado
$604K -$845K -15,598 -58%
IF
248
IRON Financial
Illinois
$603K +$7.63K +141 +1%
CST
249
Charles Schwab Trust
Nevada
$603K +$603K +11,133 New
AF
250
Affiance Financial
Minnesota
$602K +$602K +11,128 New
8 9
10
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