VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
22CM
301
20/20 Capital Management
California
$316K +$316K +6,001 New
ATPW
302
Ashton Thomas Private Wealth
Arizona
$310K -$1.75K -33 -0.6%
GWM
303
Geneos Wealth Management
Colorado
$309K +$147K +2,755 +91%
MG
304
MilWealth Group
Wisconsin
$308K – – –
BDF
305
Black Diamond Financial
Maryland
$305K – – –
WLIM
306
White Lighthouse Investment Management
Massachusetts
$302K – – –
SFSG
307
Stearns Financial Services Group
North Carolina
$298K +$1K +19 +0.3%
APP
308
Avantax Planning Partners
Iowa
$297K -$14.8K -279 -5%
WAP
309
Wealthcare Advisory Partners
Pennsylvania
$297K +$22.4K +424 +8%
DC
310
Davenport & Co
Virginia
$296K – – –
HR
311
Howe & Rusling
New York
$291K -$149K -2,830 -34%
PCG
312
Private Capital Group
Connecticut
$291K – – –
F
313
F3Logic
Minnesota
$289K +$289K +5,450 New
APA
314
American Portfolios Advisors
New York
$287K -$3.39K -64 -1%
VAG
315
VisionPoint Advisory Group
Texas
$286K – – –
AAP
316
Arax Advisory Partners
Colorado
$284K -$7.67K -145 -3%
RWM
317
RKL Wealth Management
Pennsylvania
$283K -$34.1K -644 -11%
FVWA
318
Foster Victor Wealth Advisors
South Carolina
$278K -$6.91K -130 -2%
IA
319
IFG Advisory
Georgia
$277K – – –
WI
320
Wintrust Investments
Illinois
$275K +$275K +5,198 New
FSG
321
Financial Strategies Group
Michigan
$273K +$273K +5,168 New
IWM
322
IHT Wealth Management
Illinois
$272K +$26.2K +455 +11%
EA
323
Efficient Advisors
Ohio
$267K -$8.09K -153 -3%
CA
324
Cetera Advisors
Colorado
$265K +$24.8K +469 +10%
KCM
325
Kanawha Capital Management
Virginia
$264K +$7.61K +144 +3%
11 12
13
14 15