VTEB icon

Vanguard Tax-Exempt Bond Index Fund

576 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
576
Holders Change
+35
Holders Change %
+6.47%
% of All Funds
10.14%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.62%
New
62
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
Net Calls
+$350K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Shares
Change %
DI
376
Disciplined Investments
Oklahoma
$546K +$11.1K +203 +2%
FNWM
377
Financial Network Wealth Management
Utah
$544K
PWMAG
378
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$171K +3,133 +47%
DADC
379
D.A. Davidson & Co
Montana
$532K +$165K +3,021 +45%
VA
380
Valmark Advisers
Ohio
$531K
MW
381
MBL Wealth
North Carolina
$530K -$43.7K -800 -8%
AWM
382
Altavista Wealth Management
North Carolina
$530K
HFAS
383
Hummer Financial Advisory Services
Illinois
$525K
WHG
384
Westwood Holdings Group
Texas
$524K -$88.2K -1,616 -14%
CYG
385
Clean Yield Group
Vermont
$524K
AACR
386
ACR Alpine Capital Research
Missouri
$517K +$6.17K +113 +1%
EWA
387
EP Wealth Advisors
California
$514K +$113K +2,070 +28%
AIC
388
Ameritas Investment Company
Nebraska
$512K -$1.08M -19,678 -68%
UA
389
Unison Advisors
District of Columbia
$511K +$1.53K +28 +0.3%
PMG
390
ProVise Management Group
Florida
$505K
RIM
391
Rockbridge Investment Management
New York
$486K -$37.5K -686 -7%
Franklin Resources
392
Franklin Resources
California
$485K
AFAS
393
Acorn Financial Advisory Services
Virginia
$481K +$71.8K +1,311 +18%
GVAG
394
Great Valley Advisor Group
Delaware
$475K -$19.9K -364 -4%
KeyBank National Association
395
KeyBank National Association
Ohio
$472K
AIP
396
Ameritas Investment Partners
Nebraska
$471K +$546 +10 +0.1%
CIM
397
Cambria Investment Management
California
$470K -$17.4K -319 -4%
TCA
398
Transcend Capital Advisors
New Jersey
$466K +$29K +530 +7%
GW
399
GW & Wade
Massachusetts
$459K +$459K +8,400 New
TFS
400
TrustCore Financial Services
Tennessee
$458K +$104K +1,900 +29%