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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
Wealthfront Advisers
California
$1.08B
2
CSIA
Charles Schwab Investment Advisory
California
$527M
3
SCM
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
Garde Capital
Washington
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
326
Mutual Advisors
Nebraska
$409K -$30.4K -559 -7%
BOPW
327
Brandywine Oak Private Wealth
Pennsylvania
$407K – – –
AFAS
328
Acorn Financial Advisory Services
Virginia
$407K +$407K +7,476 New
SAG
329
Spotlight Asset Group
Illinois
$406K – – –
SP
330
Successful Portfolios
Florida
$401K – – –
PWP
331
Personal Wealth Partners
Minnesota
$401K – – –
EWA
332
EP Wealth Advisors
California
$397K +$397K +7,290 New
PWM
333
Paulson Wealth Management
Illinois
$396K -$22.6K -416 -5%
CM
334
Columbus Macro
Pennsylvania
$390K +$15.2K +279 +4%
WIA
335
World Investment Advisors
California
$389K -$12.6K -232 -3%
BWL
336
Bogart Wealth LLC
Virginia
$385K +$385K +7,070 +235,667%
FPCP
337
Fort Point Capital Partners
California
$381K – – –
SWPG
338
Strategic Wealth Partners Group
Illinois
$381K – – –
IA
339
IFP Advisors
Florida
$380K +$94.3K +1,736 +33%
WMA
340
Wealth Management Associates
New Jersey
$375K – – –
APA
341
American Portfolios Advisors
New York
$370K +$110K +2,025 +42%
TGAM
342
TBH Global Asset Management
Tennessee
$362K – – –
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$355K -$5.28K -97 -1%
PW
344
Peninsula Wealth
California
$353K -$34.6K -635 -9%
PAS
345
Park Avenue Securities
New York
$351K +$39K +715 +12%
CAM
346
Cozad Asset Management
Illinois
$347K +$979 +18 +0.3%
5L
347
55I LLC
Massachusetts
$347K +$347K +6,373 New
HW
348
Hamilton Wealth
California
$345K – – –
LFAS
349
Level Four Advisory Services
Texas
$344K +$104K +1,910 +43%
BP
350
BBR Partners
New York
$343K -$260K -4,775 -43%
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14
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