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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.

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
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
376
Kanawha Capital Management
Virginia
$272K – – –
XF
377
XML Financial
Maryland
$272K +$272K +5,005 New
FHC
378
First Heartland Consultants
Missouri
$266K – – –
TFS
379
TrustCore Financial Services
Tennessee
$261K +$152K +2,800 +140%
PHIMC
380
Private Harbour Investment Management & Counsel
Ohio
$260K – – –
WLIM
381
White Lighthouse Investment Management
Massachusetts
$256K – – –
BIA
382
Bigelow Investment Advisors
Maine
$256K +$256K +4,710 New
HI
383
Hudock Inc
Pennsylvania
$252K +$327 +6 +0.1%
Brown Advisory
384
Brown Advisory
Maryland
$248K – – –
ACP
385
Aveo Capital Partners
Colorado
$243K +$243K +4,472 New
WC
386
Whitney & Co
New York
$240K – – –
KWM
387
Kingsview Wealth Management
Oregon
$237K +$382 +7 +0.2%
GIM
388
Greenwich Investment Management
Connecticut
$233K -$382K -7,011 -62%
SLA
389
Silver Lake Advisory
Utah
$232K +$1.14K +21 +0.5%
FAN
390
Financial Advisors Network
California
$229K – – –
DMC
391
Drexel Morgan & Co
Pennsylvania
$228K – – –
HWMG
392
Hurlow Wealth Management Group
Indiana
$228K +$228K +4,179 New
KA
393
Kovack Advisors
Florida
$227K +$1.03K +19 +0.5%
T
394
TRUADVICE
Florida
$221K +$221K +4,080 New
RVPG
395
Relative Value Partners Group
$217K -$152K -2,800 -41%
PMFA
396
Plante Moran Financial Advisors
Michigan
$217K – – –
TI
397
Tidal Investments
Wisconsin
$217K +$217K +4,000 New
KFGK
398
Keystone Financial Group (Kentucky)
Kentucky
$215K +$215K +3,950 New
DI
399
Diligent Investors
California
$213K +$218 +4 +0.1%
BSW
400
Buckingham Strategic Wealth
Missouri
$210K +$210K +3,864 New
14 15
16
17 18