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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

48 hedge funds and large institutions have $127M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
23
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$36.7M
2
BC
2
Brinker Capital
Pennsylvania
$8.7M
3
OAJ
3
Ogorek Anthony Joseph
New York
$3.37M
4
UBS Group
4
UBS Group
Switzerland
$4.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.45M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$6.34M
2
EAM
2
Eagle Asset Management
Florida
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Bank of America
4
Bank of America
North Carolina
$18.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$293K
Name Market Value Shares Shares
Change 		Shares
Change %
NC
26
NewSquare Capital
Pennsylvania
$670K 12,711 +9,331 +276%
VKH
27
Virtu KCG Holdings
New York
$651K 12,362 +7,124 +136%
CA
28
Cetera Advisors
Colorado
$553K 10,510 +80 +0.8%
CCG
29
Chatham Capital Group
Georgia
$534K 10,125 +10,125 New
Vanguard Group
30
Vanguard Group
Pennsylvania
$510K 9,674 +1,379 +17%
ASN
31
Advisory Services Network
Georgia
$495K 9,400 +9,400 New
FM
32
Foster & Motley
Ohio
$491K 9,324 -170 -2%
PHIMC
33
Private Harbour Investment Management & Counsel
Ohio
$445K 8,440 +8,440 New
GJIC
34
Gamble Jones Investment Counsel
California
$431K 8,175 -5,825 -42%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$408K 7,751 +5,479 +241%
VC
36
Vicus Capital
Pennsylvania
$388K 7,364 +2,689 +58%
M&T Bank
37
M&T Bank
New York
$361K 6,849 +6,849 New
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$293K 5,565 -15,675 -74%
SHCM
39
Stokes & Hubbell Capital Management
Louisiana
$247K 4,680 +700 +18%
Wells Fargo
40
Wells Fargo
California
$149K 2,836 +2,836 New
SF
41
Synovus Financial
Georgia
$101K 1,910 +1,910 New
Lazard Asset Management
42
Lazard Asset Management
New York
– – – –
MFS
43
MSI Financial Services
Massachusetts
$65K 1,234 -410 -25%
AG
44
Advisor Group
Arizona
$39K 748 +748 New
US Bancorp
45
US Bancorp
Minnesota
$26K 500 – –
SSB
46
Sandy Spring Bank
Maryland
$16K 300 – –
NSIM
47
North Star Investment Management
Illinois
$10K 197 +1 +0.5%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K 112 +112 New
Morgan Stanley
49
Morgan Stanley
New York
$5K 87 +87 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$5K 95 +95 New
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