VTEB icon

Vanguard Tax-Exempt Bond Index Fund

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KA
426
Klingman & Associates
New York
-$376K -7,017 Closed
AIP
427
Almanack Investment Partners
Pennsylvania
-$367K -6,848 Closed
LWM
428
Laidlaw Wealth Management
New York
-$309K -5,778 Closed
BCA
429
Bay Colony Advisors
Massachusetts
-$290K -5,364 Closed
SCA
430
Snowden Capital Advisors
New York
-$284K -5,312 Closed
MWM
431
Meridian Wealth Management
Kentucky
-$270K -5,045 Closed
PWM
432
Perigon Wealth Management
California
-$242K -4,500 Closed
CBFP
433
Cedar Brook Financial Partners
Ohio
-$239K -4,467 Closed
JWCA
434
J.W. Cole Advisors
Florida
-$232K -4,332 Closed
CL
435
CPWM LLC
Washington
-$228K -4,264 Closed
PAS
436
Park Avenue Securities
New York
-$227K -4,240 Closed
AWS
437
AJ Wealth Strategies
New York
-$226K -4,222 Closed
DWM
438
Destination Wealth Management
California
-$203K -3,797 Closed
FWIA
439
Fort Washington Investment Advisors
Ohio
-$202K -3,773 Closed
ACM
440
Allred Capital Management
Texas
-$137K -2,559 Closed
PWMG
441
Prestige Wealth Management Group
New Jersey
-$107K -2,000 Closed
RIA
442
Realta Investment Advisors
Delaware
-$107K -2,000 Closed
SL
443
Savior LLC
Massachusetts
-$52K -980 Closed
BWM
444
BerganKDV Wealth Management
Minnesota
-$44K -827 Closed
LWA
445
Lenox Wealth Advisors
New York
-$30K -556 Closed
GWMIA
446
Global Wealth Management Investment Advisory
Florida
-$18K -333 Closed
FMP
447
Financial Management Professionals
Texas
-$6K -111 Closed
Thrivent Financial for Lutherans
448
Thrivent Financial for Lutherans
Minnesota
-$216K