VTEB icon

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 %
NP
401
NorthRock Partners
Minnesota
$209K -$7.13K -131 -3%
CAMG
402
CWA Asset Management Group
Florida
$200K +$200K +3,680 New
TPCW
403
TD Private Client Wealth
New York
$196K +$79.7K +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 -$2.55K -47 -1%
SMG
407
Spectrum Management Group
Indiana
$173K – – –
CFGS
408
Concourse Financial Group Securities
Alabama
$153K +$27K +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 +$86K +1,580 +260%
PA
413
Parallel Advisors
California
$114K -$29.3K -539 -20%
SWM
414
Sugarloaf Wealth Management
Georgia
$114K -$2.66K -49 -2%
CWM
415
Cranbrook Wealth Management
Michigan
$100K +$100K +1,836 New
BCA
416
Berman Capital Advisors
Georgia
$99K +$99K +1,835 New
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$84K +$71.7K +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 +$323 +6 +0.5%
TWA
423
TCI Wealth Advisors
Arizona
$67K – – –
BAMG
424
Brand Asset Management Group
Missouri
$54K +$6.97K +128 +15%
ZB
425
Zions Bancorporation
Utah
$53K +$53K +975 New
15 16
17
18 19