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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

388 hedge funds and large institutions have $4.52B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 181 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+73
Holders Change %
+23.17%
% of All Funds
7.66%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
95
Increased
181
Reduced
53
Closed
15
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$787M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$333M
5
Truist Financial
5
Truist Financial
North Carolina
$20.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$326M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.04M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
376
Sandy Spring Bank
Maryland
$16K – – –
LFG
377
Larson Financial Group
Missouri
$16K +$1.26K +24 +9%
Bessemer Group
378
Bessemer Group
New Jersey
$15K +$15K +275 New
SMFS
379
Squar Milner Financial Services
California
$13K +$13K +261 New
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$12K +$6.96K +131 +138%
NSIM
381
North Star Investment Management
Illinois
$11K – – –
BHWM
382
Bay Harbor Wealth Management
Maryland
$10K +$10K +187 New
JPLA
383
Joseph P. Lucia & Associates
New York
$8K – – –
MFT
384
Moisand Fitzgerald Tamayo
Florida
$7K – – –
FMP
385
Financial Management Professionals
Texas
$6K +$6K +111 New
S
386
SignatureFD
Georgia
$2K -$6.78K -156 -77%
KPW
387
Kore Private Wealth
New York
$2K +$2K +45 New
UBS AM
388
UBS AM
Illinois
– -$44.9M -836,959 Closed
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
– -$5.15M -96,020 Closed
CS
390
Credit Suisse
Switzerland
– -$1.07M -20,000 Closed
CWP
391
Capital Wealth Planning
Florida
– -$653K -12,220 Closed
SAM
392
SP Asset Management
California
– -$536K -10,000 Closed
GRP
393
Global Retirement Partners
California
– -$311K -5,799 Closed
SWM
394
Selective Wealth Management
Virginia
– -$240K -4,481 Closed
PVWM
395
Point View Wealth Management
New Jersey
– -$230K -4,297 Closed
CCM
396
Cribstone Capital Management
Maine
– -$101K -1,890 Closed
CIAS
397
Capital Investment Advisory Services
North Carolina
– -$85K -1,585 Closed
TAIM
398
TD Ameritrade Investment Management
Nebraska
– -$31K -573 Closed
CJA
399
C-J Advisory
California
– -$25K -458 Closed
TC
400
Trust Company
Kansas
– -$9K -176 Closed
13 14 15
16
17