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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 %
CA
251
Claro Advisors
Massachusetts
$845K – – –
Citigroup
252
Citigroup
New York
$843K +$159K +2,919 +23%
CCM
253
Crabel Capital Management
California
$829K +$829K +15,220 New
LL
254
LPWM LLC
Minnesota
$800K -$2.28K -42 -0.3%
BL
255
BFSG LLC
California
$789K +$458K +8,415 +138%
Deutsche Bank
256
Deutsche Bank
Germany
$787K +$774K +14,209 +5,945%
CRCM
257
Corbett Road Capital Management
Virginia
$780K -$21.7K -399 -3%
MWA
258
Martel Wealth Advisors
Washington
$778K -$29K -533 -4%
JWCA
259
J.W. Cole Advisors
Florida
$777K +$777K +14,275 New
MPWT
260
MassMutual Private Wealth & Trust
Connecticut
$744K -$1.42M -26,124 -66%
OAJ
261
Ogorek Anthony Joseph
New York
$729K -$241K -4,429 -25%
WA
262
WBH Advisory
Maryland
$699K +$125K +2,299 +22%
HR
263
Howe & Rusling
New York
$699K +$368K +6,758 +111%
ATC
264
Argent Trust Co
Tennessee
$697K -$749K -13,750 -52%
CIA
265
Compass Ion Advisors
Pennsylvania
$695K -$5.11M -93,781 -88%
TI
266
tru Independence
Oregon
$692K +$16.3K +300 +2%
MAS
267
Managed Account Services
Florida
$684K +$318K +5,884 +87%
Mercer Global Advisors
268
Mercer Global Advisors
Colorado
$682K +$74.8K +1,374 +12%
DAS
269
Dynamic Advisor Solutions
Arizona
$680K +$145K +2,660 +27%
SF
270
Synovus Financial
Georgia
$674K +$236K +4,342 +54%
AA
271
Ancora Advisors
Ohio
$672K – – –
BCM
272
Brookstone Capital Management
Illinois
$671K – – –
FHA
273
Flagship Harbor Advisors
Massachusetts
$660K +$279K +5,127 +73%
NFG
274
Next Financial Group
Texas
$658K -$508K -9,328 -44%
WP
275
WealthShield Partners
North Carolina
$653K +$52K +954 +9%
9 10
11
12 13