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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 %
PWMAG
276
Pinnacle Wealth Management Advisory Group
New Jersey
$442K -$61.1K -1,129 -12%
MA
277
Mutual Advisors
Nebraska
$438K +$9.54K +176 +2%
SF
278
Synovus Financial
Georgia
$437K -$146K -2,701 -25%
PEA
279
Pacific Edge Advisors
California
$436K +$70.4K +1,300 +19%
CMBA
280
C.M. Bidwell & Associates
Hawaii
$433K -$433K -7,995 -50%
AIP
281
Ameritas Investment Partners
Nebraska
$427K +$1.03K +19 +0.2%
RZH
282
Relyea Zuckerberg Hanson
Connecticut
$425K – – –
PWM
283
Paulson Wealth Management
Illinois
$417K -$80.9K -1,492 -16%
CW
284
CreativeOne Wealth
Kansas
$417K +$2.33K +43 +0.6%
BPB
285
Badgley, Phelps & Bell
Washington
$416K – – –
IC
286
Intersect Capital
California
$407K +$13.2K +243 +3%
WIA
287
World Investment Advisors
California
$405K -$49.1K -893 -11%
BOPW
288
Brandywine Oak Private Wealth
Pennsylvania
$405K – – –
SS
289
Simplicity Solutions
Minnesota
$404K -$1.02M -18,782 -72%
SAG
290
Spotlight Asset Group
Illinois
$404K -$71.7K -1,325 -15%
SP
291
Successful Portfolios
Florida
$399K -$135K -2,500 -25%
PWP
292
Personal Wealth Partners
Minnesota
$399K – – –
Comerica Bank
293
Comerica Bank
Texas
$399K +$399K +7,297 New
EWA
294
EP Wealth Advisors
California
$395K -$386K -7,290 Closed
TFCP
295
Twin Focus Capital Partners
Massachusetts
$395K -$64.9K -1,200 -14%
PW
296
Peninsula Wealth
California
$385K +$385K +7,120 New
GAG
297
GM Advisory Group
New York
$384K +$384K +7,085 New
FPCP
298
Fort Point Capital Partners
California
$379K – – –
SWPG
299
Strategic Wealth Partners Group
Illinois
$379K – – –
FHA
300
Flagship Harbor Advisors
Massachusetts
$379K +$47.2K +873 +14%
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