We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

458 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, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
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
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
NP
401
NorthRock Partners
Minnesota
$209K -$7.15K -131 -3%
CAMG
402
CWA Asset Management Group
Florida
$200K +$201K +3,680 New
TPCW
403
TD Private Client Wealth
New York
$196K +$79.9K +1,464 +69%
KCM
404
Kathmere Capital Management
Pennsylvania
$191K +$191K +3,500 New
AP
405
Arlington Partners
Alabama
$182K
PFGIA
406
Patriot Financial Group Insurance Agency
Massachusetts
$178K -$2.56K -47 -1%
SMG
407
Spectrum Management Group
Indiana
$173K
CFGS
408
Concourse Financial Group Securities
Alabama
$153K +$27.1K +496 +21%
RFA
409
Reilly Financial Advisors
California
$145K
PB
410
Pinnacle Bancorp
Nebraska
$139K
APW
411
Acima Private Wealth
Virginia
$119K
JCM
412
Jacobi Capital Management
Pennsylvania
$119K +$86.2K +1,580 +260%
PA
413
Parallel Advisors
California
$114K -$29.4K -539 -20%
SWM
414
Sugarloaf Wealth Management
Georgia
$114K -$2.67K -49 -2%
CWM
415
Cranbrook Wealth Management
Michigan
$100K +$100K +1,836 New
BCA
416
Berman Capital Advisors
Georgia
$99K +$100K +1,835 New
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$84K +$71.8K +1,316 +582%
MWP
418
Meridian Wealth Partners
Pennsylvania
$83K
TFGT
419
TS Financial Group (TSFG)
Illinois
$82K
MG
420
MilWealth Group
Wisconsin
$71.5K
LB
421
Legacy Bridge
Iowa
$70K
EIP
422
Ellis Investment Partners
Pennsylvania
$68K +$327 +6 +0.5%
TWA
423
TCI Wealth Advisors
Arizona
$67K
CT
424
Caldwell Trust
Florida
$54.4K -$54.6K -1,000 -50%
BAMG
425
Brand Asset Management Group
Missouri
$54K +$6.99K +128 +15%