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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 %
VCM
276
Versant Capital Management
Arizona
$649K +$598 +11 +0.1%
PA
277
PFG Advisors
Arizona
$641K +$641K +11,854 New
PP
278
PrairieView Partners
Minnesota
$639K – – –
EH
279
Equitable Holdings
New York
$628K +$25.3K +465 +4%
FT
280
Fiduciary Trust
Massachusetts
$624K +$382K +7,013 +158%
BCM
281
Brasada Capital Management
Texas
$612K +$82.5K +1,514 +16%
TCWA
282
Ten Capital Wealth Advisors
Washington
$607K +$607K +11,150 New
CST
283
Charles Schwab Trust
Nevada
$606K – – –
PA
284
Pinnacle Associates
New York
$595K +$118K +2,168 +25%
KF
285
Krilogy Financial
Missouri
$586K +$36.2K +666 +7%
PP
286
PDS Planning
Ohio
$581K +$225K +4,132 +63%
AP
287
Adero Partners
California
$577K +$74.3K +1,365 +15%
FA
288
Financial Advisors
Massachusetts
$563K – – –
BCM
289
Blume Capital Management
California
$558K – – –
MWM
290
Modera Wealth Management
New Jersey
$549K +$284K +5,225 +107%
IWM
291
IHT Wealth Management
Illinois
$549K +$304K +5,585 +124%
WHG
292
Westwood Holdings Group
Texas
$546K +$546K +10,021 New
FPIS
293
Financial Planning & Information Services
Wisconsin
$544K +$250K +4,588 +85%
AACR
294
ACR Alpine Capital Research
Missouri
$535K +$65.3K +1,200 +14%
PEA
295
Pacific Edge Advisors
California
$531K +$92.6K +1,700 +21%
VA
296
Valmark Advisers
Ohio
$529K +$36.7K +673 +7%
Comerica Bank
297
Comerica Bank
Texas
$528K +$133K +2,451 +34%
HFAS
298
Hummer Financial Advisory Services
Illinois
$523K +$523K +9,600 New
RIM
299
Rockbridge Investment Management
New York
$522K – – –
JFA
300
Johanson Financial Advisors
California
$516K +$255K +4,708 +98%
10 11
12
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