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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

84 hedge funds and large institutions have $323M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
33
Increased
32
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$38.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$83.2M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$14.7M
4
LPT
4
Legacy Private Trust
Wisconsin
$13M
5
GC
5
Garde Capital
Washington
$9.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Citigroup
3
Citigroup
New York
$569K
4
SFA
4
Sequoia Financial Advisors
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.99M +$528K +10,507 +36%
LYV
27
Live Your Vision
Pennsylvania
$1.9M +$1.88M +37,500 +15,182%
NGA
28
Naples Global Advisors
Florida
$1.76M +$67.9K +1,350 +4%
BTS
29
BB&T Securities
Virginia
$1.71M – – –
EA
30
Edge Advisors
Georgia
$1.63M +$1.63M +32,354 New
FM
31
Foster & Motley
Ohio
$1.56M +$752K +14,958 +93%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.41M +$294K +5,850 +26%
PAG
33
Private Advisor Group
New Jersey
$1.27M -$59.2K -1,170 -4%
AACR
34
ACR Alpine Capital Research
Missouri
$1.27M +$185K +3,685 +17%
AA
35
Alesco Advisors
New York
$1.16M +$151K +3,000 +15%
CCG
36
Chatham Capital Group
Georgia
$1.14M +$603K +12,000 +113%
AWMG
37
Alliance Wealth Management Group
New Jersey
$949K +$949K +18,886 New
PFM
38
Phillips Financial Management
Indiana
$852K +$14.3K +282 +2%
IWM
39
Integrated Wealth Management
California
$830K +$830K +16,515 New
BFG
40
Bouchey Financial Group
New York
$785K +$785K +15,620 New
BC
41
Bartlett & Co
Ohio
$779K +$53.8K +1,070 +7%
Stifel Financial
42
Stifel Financial
Missouri
$752K +$752K +14,950 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$735K -$532K -10,572 -42%
UCFA
44
United Capital Financial Advisors
Texas
$722K – – –
RGC
45
Roberts, Glore & Co
Illinois
$719K +$719K +14,300 New
CA
46
Cetera Advisors
Colorado
$640K +$80.4K +1,599 +14%
NC
47
NewSquare Capital
Pennsylvania
$633K -$6.19K -123 -1%
Citigroup
48
Citigroup
New York
$569K -$1.77M -35,183 -76%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$560K -$74.5K -1,484 -12%
SIC
50
Sigma Investment Counselors
Michigan
$531K +$531K +10,570 New
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