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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

388 hedge funds and large institutions have $4.52B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 181 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+73
Holders Change %
+23.17%
% of All Funds
7.66%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
95
Increased
181
Reduced
53
Closed
15
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$787M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$333M
5
Truist Financial
5
Truist Financial
North Carolina
$20.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$326M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.04M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
276
Laidlaw Wealth Management
New York
$309K +$309K +5,778 New
WLIM
277
White Lighthouse Investment Management
Massachusetts
$305K +$69.6K +1,300 +30%
ATFA
278
All Terrain Financial Advisors
Minnesota
$305K +$305K +5,700 New
EWA
279
EP Wealth Advisors
California
$304K +$2.25K +42 +0.7%
SFSG
280
Stearns Financial Services Group
North Carolina
$301K +$301K +5,620 New
DC
281
Davenport & Co
Virginia
$299K – – –
AAP
282
Arax Advisory Partners
Colorado
$295K +$2.36K +44 +0.8%
PCG
283
Private Capital Group
Connecticut
$294K +$172K +3,224 +142%
APA
284
American Portfolios Advisors
New York
$294K +$55K +1,027 +23%
BCA
285
Bay Colony Advisors
Massachusetts
$290K -$85.6K -1,584 -23%
WA
286
WBH Advisory
Maryland
$290K +$290K +5,427 New
VAG
287
VisionPoint Advisory Group
Texas
$289K – – –
FVWA
288
Foster Victor Wealth Advisors
South Carolina
$289K +$12.6K +233 +5%
SCA
289
Snowden Capital Advisors
New York
$284K -$42.6K -795 -13%
IA
290
IFG Advisory
Georgia
$281K – – –
RA
291
Riversedge Advisors
Delaware
$280K -$7.16K -134 -2%
EA
292
Efficient Advisors
Ohio
$278K +$11.7K +219 +4%
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$278K +$167K +3,116 +150%
MGIA
294
Moneta Group Investment Advisors
Missouri
$270K -$73.5K -1,373 -21%
MWM
295
Meridian Wealth Management
Kentucky
$270K – – –
HI
296
Hudock Inc
Pennsylvania
$262K -$63.1K -1,180 -19%
KCM
297
Kanawha Capital Management
Virginia
$260K – – –
MWM
298
Modera Wealth Management
New Jersey
$260K +$20.7K +388 +9%
PHIMC
299
Private Harbour Investment Management & Counsel
Ohio
$256K – – –
IC
300
Intersect Capital
California
$255K +$255K +4,759 New
10 11
12
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