We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
Flagship Harbor Advisors
Massachusetts
$137K
PB
277
Pinnacle Bancorp
Nebraska
$136K +$214 +4 +0.2%
GWM
278
Geneos Wealth Management
Colorado
$132K +$59.7K +1,115 +82%
PCG
279
Private Capital Group
Connecticut
$122K +$93.7K +1,750 +333%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$112K
PWMG
281
Prestige Wealth Management Group
New Jersey
$107K
CCM
282
Cribstone Capital Management
Maine
$101K +$101K +1,890 New
CIAS
283
Capital Investment Advisory Services
North Carolina
$85K
TFGT
284
TS Financial Group (TSFG)
Illinois
$80K
PA
285
Parallel Advisors
California
$72K +$18.1K +338 +33%
TWA
286
TCI Wealth Advisors
Arizona
$66K
CFD
287
Creative Financial Designs
Indiana
$64K
SF
288
Synovus Financial
Georgia
$63K +$214 +4 +0.3%
PFO
289
Pathstone Family Office
New Jersey
$60K +$59.9K +1,118 New
LFG
290
LifePlan Financial Group
Ohio
$51K
SCA
291
Stonebridge Capital Advisors
Minnesota
$51K
LWM
292
Lenox Wealth Management
Ohio
$48K
GAM
293
Gemmer Asset Management
California
$43K +$268 +5 +0.6%
FFC
294
First Financial Corp
Indiana
$42K
LB
295
Legacy Bridge
Iowa
$34K
CH
296
Canton Hathaway
Rhode Island
$33K
TAIM
297
TD Ameritrade Investment Management
Nebraska
$31K +$30.7K +573 New
CFA
298
Carroll Financial Associates
North Carolina
$27K
CJA
299
C-J Advisory
California
$25K
VCM
300
Vigilant Capital Management
Maine
$21K