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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$398M
2
CSIA
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$978M
2
AC
Athanor Capital
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$22.3M
4
RJA
Raymond James & Associates
Florida
$322M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
426
Prestige Wealth Management Group
New Jersey
$4K +$4K +70 New
CA
427
Clearstead Advisors
Ohio
$4K +$4K +81 New
KPW
428
Kore Private Wealth
New York
$2K – – –
S
429
SignatureFD
Georgia
$1K -$3.26K -62 -77%
EI
430
Ellevest Inc
New York
$1K -$1.1K -11 -52%
TI
431
tru Independence
Oregon
$672 -$58 -1,074 -8%
AC
432
Athanor Capital
New York
– -$37.2M -703,305 Closed
Nomura Asset Management
433
Nomura Asset Management
Japan
– -$6.98M -132,000 Closed
Citadel Advisors
434
Citadel Advisors
Florida
– -$4.54M -85,863 Closed
KCM
435
Kathmere Capital Management
Pennsylvania
– -$3.58M -67,606 Closed
1CP
436
1607 Capital Partners
Virginia
– -$3.23M -60,959 Closed
HCM
437
Horiko Capital Management
New York
– -$2.34M -44,300 Closed
MFG
438
MidWestOne Financial Group
Iowa
– -$1.45M -27,406 Closed
LFPWM
439
Leicht Financial Planning & Wealth Management
New Jersey
– -$1.08M -20,429 Closed
DTL
440
Dynamic Technology Lab
Singapore
– -$994K -18,785 Closed
CWP
441
Capital Wealth Planning
Florida
– -$867K -16,390 Closed
Cerity Partners
442
Cerity Partners
New York
– -$582K -10,996 Closed
RWRC
443
R.W. Roge & Company
New York
– -$581K -10,986 Closed
MHS
444
M Holdings Securities
Oregon
– -$530K -10,022 Closed
HFAS
445
Hummer Financial Advisory Services
Illinois
– -$508K -9,600 Closed
CAMG
446
CWA Asset Management Group
Florida
– -$452K -8,538 Closed
CAC
447
Certified Advisory Corp
Florida
– -$378K -7,143 Closed
ATPW
448
Ashton Thomas Private Wealth
Arizona
– -$310K -5,857 Closed
F
449
F3Logic
Minnesota
– -$289K -5,450 Closed
WI
450
Wintrust Investments
Illinois
– -$275K -5,198 Closed
15 16 17
18
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