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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
$398M
2
CSIA
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$978M
2
AC
Athanor Capital
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$22.3M
4
RJA
Raymond James & Associates
Florida
$322M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMA
301
Wealth Management Associates
New Jersey
$373K +$43.3K +800 +13%
CM
302
Columbus Macro
Pennsylvania
$372K -$1.35K -25 -0.4%
MAS
303
Managed Account Services
Florida
$370K +$4.49K +82 +1%
RVPG
304
Relative Value Partners Group
$367K -$2.12M -39,231 -85%
FIM
305
Frontier Investment Management
Texas
$361K +$9.75K +180 +3%
TGAM
306
TBH Global Asset Management
Tennessee
$360K -$432K -7,975 -55%
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$358K +$54.1K +1,000 +18%
WS
308
Wedbush Securities
California
$358K +$111K +2,055 +45%
PP
309
PDS Planning
Ohio
$354K +$26K +480 +8%
CAM
310
Cozad Asset Management
Illinois
$344K +$344K +6,360 New
HW
311
Hamilton Wealth
California
$343K – – –
IA
312
IFG Advisory
Georgia
$338K +$54.2K +1,002 +19%
BJL
313
Brighton Jones LLC
Washington
$331K -$5.36K -99 -2%
HKIM
314
Hayek Kallen Investment Management
Alabama
$330K -$16.2K -300 -5%
22CM
315
20/20 Capital Management
California
$330K – – –
OIA
316
OneDigital Investment Advisors
Kansas
$330K +$3.03K +56 +0.9%
BL
317
BFSG LLC
California
$329K – – –
HR
318
Howe & Rusling
New York
$329K +$30.7K +568 +10%
FTUS
319
Flow Traders U.S.
New York
$329K +$329K +6,080 New
Janney Montgomery Scott
320
Janney Montgomery Scott
Pennsylvania
$327K – – –
SWP
321
Stratos Wealth Partners
Ohio
$314K -$79K -1,459 -20%
PAS
322
Park Avenue Securities
New York
$310K +$310K +5,726 New
SFSG
323
Stearns Financial Services Group
North Carolina
$307K +$1.73K +32 +0.6%
BA
324
Bristlecone Advisors
Washington
$306K +$306K +5,645 New
APP
325
Avantax Planning Partners
Iowa
$304K – – –
11 12
13
14 15