VTEB icon

Vanguard Tax-Exempt Bond Index Fund

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
351
Darwin Wealth Management
Florida
$182K +$182K +3,442 New
PFGIA
352
Patriot Financial Group Insurance Agency
Massachusetts
$178K +$36.3K +685 +26%
AP
353
Arlington Partners
Alabama
$177K
CFG
354
Citizens Financial Group
Rhode Island
$175K
SMG
355
Spectrum Management Group
Indiana
$168K
RFA
356
Reilly Financial Advisors
California
$141K
PB
357
Pinnacle Bancorp
Nebraska
$135K
SWM
358
Sugarloaf Wealth Management
Georgia
$115K +$53 +1 +0%
MWM
359
MBE Wealth Management
Wisconsin
$111K +$111K +2,107 New
TFS
360
TrustCore Financial Services
Tennessee
$106K
HB
361
Horizon Bancorp
Indiana
$106K +$106K +2,000 New
EWM
362
EPG Wealth Management
Georgia
$86K +$4.95K +94 +6%
EP
363
Eudaimonia Partners
Tennessee
$83K +$83K +1,572 New
MWP
364
Meridian Wealth Partners
Pennsylvania
$80K +$3.95K +75 +5%
TFGT
365
TS Financial Group (TSFG)
Illinois
$79K
PA
366
Parallel Advisors
California
$72K +$1.31K +25 +2%
TWA
367
TCI Wealth Advisors
Arizona
$65K -$3.59K -68 -5%
PFO
368
Pathstone Family Office
New Jersey
$59K
CFD
369
Creative Financial Designs
Indiana
$58K -$4.94K -93 -8%
CS
370
Capital Square
Tennessee
$53K +$53K +1,000 New
LFG
371
LifePlan Financial Group
Ohio
$51K
SCA
372
Stonebridge Capital Advisors
Minnesota
$50K
DI
373
Disciplined Investments
Oklahoma
$49K +$26.7K +505 +120%
LWM
374
Lenox Wealth Management
Ohio
$47K
CFFP
375
Center for Financial Planning
Michigan
$43K