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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 %
FHC
326
First Heartland Consultants
Missouri
$206K +$2.51K +47 +1%
DWM
327
Destination Wealth Management
California
$203K +$203K +3,797 New
FWIA
328
Fort Washington Investment Advisors
Ohio
$202K +$202K +3,773 New
AP
329
Arlington Partners
Alabama
$179K – – –
CFG
330
Citizens Financial Group
Rhode Island
$177K – – –
SMG
331
Spectrum Management Group
Indiana
$170K +$170K +3,179 New
GWM
332
Geneos Wealth Management
Colorado
$162K +$29.9K +561 +23%
BAMG
333
Brand Asset Management Group
Missouri
$157K +$3.64K +68 +2%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$143K +$4.82K +90 +3%
RFA
335
Reilly Financial Advisors
California
$142K – – –
ACM
336
Allred Capital Management
Texas
$137K +$137K +2,559 New
PB
337
Pinnacle Bancorp
Nebraska
$136K +$855 +16 +0.6%
SWM
338
Sugarloaf Wealth Management
Georgia
$116K +$116K +2,171 New
PWMG
339
Prestige Wealth Management Group
New Jersey
$107K – – –
RIA
340
Realta Investment Advisors
Delaware
$107K +$107K +2,000 New
TFS
341
TrustCore Financial Services
Tennessee
$107K +$107K +2,000 New
SF
342
Synovus Financial
Georgia
$93K +$30K +558 +48%
CWM
343
Cedar Wealth Management
California
$86K +$86K +1,614 New
EWM
344
EPG Wealth Management
Georgia
$82K +$82K +1,540 New
TFGT
345
TS Financial Group (TSFG)
Illinois
$80K – – –
MWP
346
Meridian Wealth Partners
Pennsylvania
$77K +$77K +1,444 New
PA
347
Parallel Advisors
California
$72K +$107 +2 +0.1%
WQ
348
Wealth Quarterback
New Jersey
$69.3K +$69.3K +1,295 New
TWA
349
TCI Wealth Advisors
Arizona
$69K +$3.62K +68 +6%
CFGS
350
Concourse Financial Group Securities
Alabama
$68K +$68K +1,275 New
12 13
14
15 16