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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
226
Corbenic Partners
Pennsylvania
$1.03M +$5.66K +104 +0.6%
JSA
227
Jacobson & Schmitt Advisors
Wisconsin
$1.03M +$757K +13,903 +278%
MCM
228
McMillion Capital Management
North Carolina
$1.02M +$1.02M +18,750 New
BP
229
Ballentine Partners
Massachusetts
$984K +$984K +18,082 New
SW
230
StrongBox Wealth
Missouri
$971K +$162K +2,970 +20%
HSWM
231
Hubbell Strickland Wealth Management
Louisiana
$970K -$19.6K -360 -2%
FSG
232
Financial Strategies Group
Michigan
$968K +$233K +4,280 +32%
Betterment LLC
233
Betterment LLC
New York
$967K -$19.3K -355 -2%
FA
234
FC Advisory
Pennsylvania
$964K +$16.2K +298 +2%
PPA
235
Parametric Portfolio Associates
Washington
$952K +$952K +17,478 New
PA
236
Paracle Advisors
Washington
$925K -$146K -2,689 -14%
NC
237
NewSquare Capital
Pennsylvania
$925K +$250K +4,590 +37%
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$913K -$908K – –
VAM
239
Verity Asset Management
North Carolina
$908K -$36.2K -664 -4%
FAAS
240
First Allied Advisory Services
California
$908K +$149K +2,737 +20%
Northern Trust
241
Northern Trust
Illinois
$892K +$228K +419,504 +34%
BDF
242
Black Diamond Financial
Maryland
$889K -$18K -330 -2%
TCBWMS
243
Texas Capital Bank Wealth Management Services
Texas
$880K -$116K -2,133 -12%
DL
244
DOHJ LLC
Washington
$877K -$45.2K -832 -5%
AF
245
Affiance Financial
Minnesota
$872K +$266K +4,883 +44%
SBSB
246
Sullivan, Bruyette, Speros & Blaney
Virginia
$868K +$980 +18 +0.1%
SPC
247
Sigma Planning Corp
Michigan
$862K +$109K +2,001 +14%
MWA
248
Moser Wealth Advisors
Washington
$860K – – –
SWP
249
Stratos Wealth Partners
Ohio
$854K +$538K +9,890 +171%
SG
250
StoneX Group
New York
$848K +$3.97K +73 +0.5%
8 9
10
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