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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 %
BOPW
301
Brandywine Oak Private Wealth
Pennsylvania
$252K -$25K -468 -9%
FPIS
302
Financial Planning & Information Services
Wisconsin
$252K – – –
NP
303
NorthRock Partners
Minnesota
$250K +$535 +10 +0.2%
SWP
304
Stratos Wealth Partners
Ohio
$249K -$7.56K -141 -3%
FHA
305
Flagship Harbor Advisors
Massachusetts
$246K +$109K +2,043 +80%
Brown Advisory
306
Brown Advisory
Maryland
$244K – – –
WS
307
Wedbush Securities
California
$244K +$244K +4,555 New
CA
308
Cetera Advisors
Colorado
$242K +$27.2K +509 +13%
PWM
309
Perigon Wealth Management
California
$242K +$242K +4,500 New
WTC
310
WhitTier Trust Company
Nevada
$241K – – –
V
311
Veritable
Delaware
$241K – – –
CBFP
312
Cedar Brook Financial Partners
Ohio
$239K +$239K +4,467 New
JWCA
313
J.W. Cole Advisors
Florida
$232K +$232K +4,332 New
IWM
314
IHT Wealth Management
Illinois
$229K +$229K +4,277 New
CL
315
CPWM LLC
Washington
$228K +$11.6K +217 +5%
PAS
316
Park Avenue Securities
New York
$227K +$227K +4,240 New
AWS
317
AJ Wealth Strategies
New York
$226K +$107 +2 +0%
FAN
318
Financial Advisors Network
California
$225K – – –
SLA
319
Silver Lake Advisory
Utah
$225K +$1.66K +31 +0.7%
DMC
320
Drexel Morgan & Co
Pennsylvania
$224K – – –
RWRC
321
R.W. Roge & Company
New York
$223K +$223K +4,150 New
TLP
322
Trinity Legacy Partners
Texas
$218K +$1.24K +23 +0.6%
Thrivent Financial for Lutherans
323
Thrivent Financial for Lutherans
Minnesota
$216K – – –
PMFA
324
Plante Moran Financial Advisors
Michigan
$214K – – –
IA
325
IFP Advisors
Florida
$207K +$8.89K +165 +4%
11 12
13
14 15