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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

541 hedge funds and large institutions have $6.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
541
Holders Change
+84
Holders Change %
+18.38%
% of All Funds
9.6%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.67%
New
107
Increased
257
Reduced
100
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
CSIA
3
Charles Schwab Investment Advisory
California
$637M
4
SCM
4
SCS Capital Management
Massachusetts
$541M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$306M
2
Creative Planning
2
Creative Planning
Kansas
$225M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$1.62M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCBWMS
326
Texas Capital Bank Wealth Management Services
Texas
$597K 10,811 -5,348 -33%
PP
327
PDS Planning
Ohio
$592K 10,725 +59 +0.6%
SF
328
Synovus Financial
Georgia
$590K 10,692 -1,723 -14%
AIM
329
AMI Investment Management
Indiana
$588K 10,655 +10,655 New
AP
330
Adero Partners
California
$585K 10,594 – –
MW
331
MBL Wealth
North Carolina
$579K 10,500 +10,500 New
NA
332
NewEdge Advisors
Louisiana
$578K 10,467 +10,467 New
FA
333
Financial Advisors
Massachusetts
$570K 10,333 – –
WWM
334
Windsor Wealth Management
Indiana
$569K 10,318 +1,984 +24%
BCM
335
Blume Capital Management
California
$566K 10,250 – –
EFG
336
Everhart Financial Group
Ohio
$560K 10,148 +10,148 New
BP
337
Ballentine Partners
Massachusetts
$558K 10,103 -7,979 -44%
CM
338
Columbus Macro
Pennsylvania
$558K 10,110 +2,952 +41%
HL
339
HeadInvest LLC
Maine
$552K 10,000 +10,000 New
Prudential Financial
340
Prudential Financial
New Jersey
$552K 10,003 +10,003 New
FNWM
341
Financial Network Wealth Management
Utah
$549K 9,950 +9,950 New
DI
342
Disciplined Investments
Oklahoma
$540K 9,782 +4,162 +74%
VA
343
Valmark Advisers
Ohio
$536K 9,710 – –
AWM
344
Altavista Wealth Management
North Carolina
$535K 9,700 +1,000 +11%
HFAS
345
Hummer Financial Advisory Services
Illinois
$530K 9,600 – –
SL
346
SWMG LLC
Texas
$530K 9,572 +9,572 New
CYG
347
Clean Yield Group
Vermont
$530K 9,598 +9,598 New
RIM
348
Rockbridge Investment Management
New York
$529K 9,587 – –
FWIA
349
Fort Washington Investment Advisors
Ohio
$525K 9,515 +4,344 +84%
JIR
350
James Investment Research
Ohio
$522K 9,450 +1,200 +15%
12 13
14
15 16