VTEB icon

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 %
UA
301
Unison Advisors
District of Columbia
$505K +$505K +9,268 New
CIM
302
Cambria Investment Management
California
$493K -$1.36K -25 -0.3%
Fisher Asset Management
303
Fisher Asset Management
Washington
$476K -$76.3K -1,402 -14%
AWM
304
Altavista Wealth Management
North Carolina
$474K +$13.1K +240 +3%
PWMAG
305
Pinnacle Wealth Management Advisory Group
New Jersey
$473K +$28.2K +518 +6%
1WA
306
180 Wealth Advisors
Washington
$471K -$11.9K -220 -2%
DCM
307
Donaldson Capital Management
Indiana
$467K +$467K +8,574 New
AAP
308
Arax Advisory Partners
Colorado
$465K -$121K -2,220 -21%
SC
309
Savant Capital
Illinois
$464K -$20.4K -375 -4%
CMBA
310
C.M. Bidwell & Associates
Hawaii
$463K +$27.5K +505 +6%
PWM
311
Perigon Wealth Management
California
$458K +$171K +3,148 +60%
WWM
312
Windsor Wealth Management
Indiana
$451K -$394K -7,274 -47%
JIR
313
James Investment Research
Ohio
$449K -$70.8K -1,300 -14%
JIP
314
Jaffetilchin Investment Partners
Florida
$448K +$2.07K +38 +0.5%
GVAG
315
Great Valley Advisor Group
Delaware
$448K +$226K +4,162 +102%
OA
316
Oxbow Advisors
Texas
$445K -$180K -3,305 -29%
IA
317
IFG Advisory
Georgia
$440K +$100K +1,846 +30%
WS
318
Wedbush Securities
California
$432K +$72.5K +1,332 +20%
AIP
319
Ameritas Investment Partners
Nebraska
$430K +$979 +18 +0.2%
RZH
320
Relyea Zuckerberg Hanson
Connecticut
$426K – – –
CA
321
Continuum Advisory
Idaho
$424K -$37.2K -684 -8%
CW
322
CreativeOne Wealth
Kansas
$421K +$2.07K +38 +0.5%
BPB
323
Badgley, Phelps & Bell
Washington
$419K – – –
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$419K +$89.9K +1,651 +27%
BA
325
Bristlecone Advisors
Washington
$416K +$108K +1,990 +35%
11 12
13
14 15