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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

541 hedge funds and large institutions have $6.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
541
Holders Change
+84
Holders Change %
+18.38%
% of All Funds
9.6%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.67%
New
107
Increased
257
Reduced
100
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
CSIA
3
Charles Schwab Investment Advisory
California
$637M
4
SCM
4
SCS Capital Management
Massachusetts
$541M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$306M
2
Creative Planning
2
Creative Planning
Kansas
$225M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$1.62M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
251
Sigma Investment Counselors
Michigan
$1.22M 22,043 +22,043 New
ECG
252
Edge Capital Group
Georgia
$1.2M 21,699 – –
FFN
253
Focus Financial Network
Minnesota
$1.16M 21,050 +784 +4%
RWA
254
Ropes Wealth Advisors
Massachusetts
$1.15M 20,808 – –
LWM
255
Laidlaw Wealth Management
New York
$1.13M 20,442 +20,442 New
OAM
256
Occidental Asset Management
California
$1.11M 20,085 – –
DC
257
Davenport & Co
Virginia
$1.1M 19,991 +14,901 +293%
MWP
258
Meridian Wealth Partners
Pennsylvania
$1.1M 19,985 +18,466 +1,216%
CWM
259
CMH Wealth Management
New Hampshire
$1.1M 19,890 +330 +2%
UR
260
USCA RIA
Texas
$1.09M 19,780 -10,817 -35%
SBSB
261
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.08M 19,616 +3,676 +23%
SW
262
StrongBox Wealth
Missouri
$1.07M 19,437 +1,600 +9%
CWM
263
Cahaba Wealth Management
Georgia
$1.07M 19,391 +122 +0.6%
MCM
264
McMillion Capital Management
North Carolina
$1.04M 18,750 – –
NRI
265
NFP Retirement Inc
California
$1.03M 18,677 -905 -5%
Betterment LLC
266
Betterment LLC
New York
$1.03M 18,614 +848 +5%
HSWM
267
Hubbell Strickland Wealth Management
Louisiana
$988K 17,908 +99 +0.6%
FA
268
FC Advisory
Pennsylvania
$983K 17,812 +103 +0.6%
AAS
269
Avantax Advisory Services
Texas
$972K 17,613 -8,850 -33%
VAM
270
Verity Asset Management
North Carolina
$967K 17,515 +844 +5%
RA
271
RFG Advisory
Alabama
$967K 17,561 +17,561 New
Citigroup
272
Citigroup
New York
$959K 17,370 +1,885 +12%
PAS
273
Park Avenue Securities
New York
$945K 17,123 +10,682 +166%
PA
274
Paracle Advisors
Washington
$938K 17,007 +10 +0.1%
SG
275
StoneX Group
New York
$934K 16,930 +1,351 +9%
9 10
11
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