VTEB icon

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
+$340M
2
CSIA
Charles Schwab Investment Advisory
California
+$142M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$70.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$48.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$35.8M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$64.1M
2
AC
Athanor Capital
New York
-$37.2M
3
Osaic Holdings
Osaic Holdings
Arizona
-$33.6M
4
RJA
Raymond James & Associates
Florida
-$19.9M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
251
BBR Partners
New York
$600K -$52K -960 -8%
EH
252
Equitable Holdings
New York
$599K +$111K +2,053 +23%
WP
253
WealthShield Partners
North Carolina
$597K -$17.5K -323 -3%
AAP
254
Arax Advisory Partners
Colorado
$583K +$292K +5,397 +101%
WA
255
WBH Advisory
Maryland
$570K +$66.2K +1,223 +13%
FA
256
Financial Advisors
Massachusetts
$559K – – –
BCM
257
Blume Capital Management
California
$555K – – –
MA
258
MUFG Americas
New York
$552K +$17.8K +5,842 +3%
Fisher Asset Management
259
Fisher Asset Management
Washington
$549K +$115K +2,132 +27%
KF
260
Krilogy Financial
Missouri
$547K +$547K +10,102 New
DAS
261
Dynamic Advisor Solutions
Arizona
$532K +$324K +5,983 +156%
BCM
262
Brasada Capital Management
Texas
$526K +$25.8K +476 +5%
RIM
263
Rockbridge Investment Management
New York
$519K +$519K +9,587 New
JIR
264
James Investment Research
Ohio
$517K +$70.4K +1,300 +16%
AP
265
Adero Partners
California
$500K +$867 +16 +0.2%
CIM
266
Cambria Investment Management
California
$491K -$4.76K -88 -1%
VA
267
Valmark Advisers
Ohio
$489K +$50.1K +926 +11%
1WA
268
180 Wealth Advisors
Washington
$487K +$86.7K +1,588 +22%
SC
269
Savant Capital
Illinois
$482K -$33K -610 -6%
PA
270
Pinnacle Associates
New York
$474K -$61.1K -1,129 -11%
AACR
271
ACR Alpine Capital Research
Missouri
$467K +$32.2K +595 +7%
MMA
272
Miracle Mile Advisors
California
$463K +$244K +4,500 +111%
CA
273
Continuum Advisory
Idaho
$459K +$459K +8,483 New
AWM
274
Altavista Wealth Management
North Carolina
$458K +$9.2K +170 +2%
JIP
275
Jaffetilchin Investment Partners
Florida
$443K -$310K -5,730 -41%
9 10
11
12 13