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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$398M
2
CSIA
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$978M
2
AC
Athanor Capital
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$22.3M
4
RJA
Raymond James & Associates
Florida
$322M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
351
IHT Wealth Management
Illinois
$244K -$12.4K -228 -5%
V
352
Veritable
Delaware
$244K – – –
IFAM
353
Institutional & Family Asset Management
Colorado
$243K +$243K +4,483 New
FT
354
Fiduciary Trust
Massachusetts
$241K +$241K +4,443 New
WC
355
Whitney & Co
New York
$238K +$238K +4,400 New
LFAS
356
Level Four Advisory Services
Texas
$238K +$238K +4,402 New
EWM
357
EPG Wealth Management
Georgia
$236K +$147K +2,719 +166%
AIS
358
American Investment Services
Massachusetts
$236K +$236K +4,350 New
KWM
359
Kingsview Wealth Management
Oregon
$235K +$379 +7 +0.2%
SLA
360
Silver Lake Advisory
Utah
$230K +$1.3K +24 +0.6%
TSS
361
Two Sigma Securities
New York
$230K +$230K +4,251 New
FAN
362
Financial Advisors Network
California
$228K – – –
DMC
363
Drexel Morgan & Co
Pennsylvania
$227K – – –
KA
364
Kovack Advisors
Florida
$225K +$1.08K +20 +0.5%
SGCA
365
Steel Grove Capital Advisors
Tennessee
$220K -$104K -1,919 -32%
GVAG
366
Great Valley Advisor Group
Delaware
$220K +$220K +4,075 New
PMFA
367
Plante Moran Financial Advisors
Michigan
$216K – – –
PFA
368
Paradigm Financial Advisors
Missouri
$215K +$868 +16 +0.4%
NP
369
NorthRock Partners
Minnesota
$215K +$975 +18 +0.5%
DI
370
Diligent Investors
California
$211K +$211K +3,903 New
NA
371
NewEdge Advisors
Louisiana
$207K +$207K +3,820 New
AP
372
Arlington Partners
Alabama
$181K – – –
PFGIA
373
Patriot Financial Group Insurance Agency
Massachusetts
$180K -$1.9K -35 -1%
SMG
374
Spectrum Management Group
Indiana
$172K – – –
GRP
375
Global Retirement Partners
California
$168K +$168K +3,112 New
13 14
15
16 17