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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 %
IAIM
351
International Assets Investment Management
Florida
$343K +$55.9K +1,025 +19%
SWA
352
Stratos Wealth Advisors
Ohio
$341K +$341K +6,255 New
OIA
353
OneDigital Investment Advisors
Kansas
$333K +$436 +8 +0.1%
CF
354
Centaurus Financial
California
$328K +$328K +6,027 New
22CM
355
20/20 Capital Management
California
$327K – – –
DADC
356
D.A. Davidson & Co
Montana
$325K +$325K +5,970 New
GWMIA
357
Global Wealth Management Investment Advisory
Florida
$318K +$318K +5,838 New
SFSG
358
Stearns Financial Services Group
North Carolina
$310K +$1.52K +28 +0.5%
APP
359
Avantax Planning Partners
Iowa
$306K – – –
CA
360
Calton & Associates
Florida
$306K – – –
DI
361
Disciplined Investments
Oklahoma
$306K +$214K +3,931 +233%
PCG
362
Private Capital Group
Connecticut
$299K – – –
GWM
363
Geneos Wealth Management
Colorado
$298K – – –
MMA
364
Miracle Mile Advisors
California
$295K -$170K -3,128 -37%
PFA
365
Paradigm Financial Advisors
Missouri
$295K +$79.6K +1,464 +37%
FVWA
366
Foster Victor Wealth Advisors
South Carolina
$288K -$10.5K -193 -4%
RWM
367
RKL Wealth Management
Pennsylvania
$288K -$3.65K -67 -1%
IC
368
Intersect Capital
California
$286K -$123K -2,260 -30%
SLG
369
Stanley-Laman Group
Pennsylvania
$286K +$286K +5,251 New
BAM
370
Belpointe Asset Management
Nevada
$286K +$286K +5,253 New
DWT
371
Dorsey & Whitney Trust
South Dakota
$284K +$284K +5,224 New
BJL
372
Brighton Jones LLC
Washington
$283K -$50.4K -924 -15%
FWIA
373
Fort Washington Investment Advisors
Ohio
$282K – – –
TCA
374
Transcend Capital Advisors
New Jersey
$282K +$282K +5,173 New
DC
375
Davenport & Co
Virginia
$277K -$27.2K -500 -9%
13 14
15
16 17