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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

105 hedge funds and large institutions have $712M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
57
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$181M
3
RJA
3
Raymond James & Associates
Florida
$133M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HI
5
Hudock Inc
Pennsylvania
$6.94M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.58M
2
UBS Group
2
UBS Group
Switzerland
$23.4M
3
CCP
3
Cardan Capital Partners
Colorado
$4.59M
4
LYV
4
Live Your Vision
Pennsylvania
$7K
5
LPT
5
Legacy Private Trust
Wisconsin
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSM
26
CAMG Solamere Management
North Carolina
$3.56M 69,328 -14,100 -17%
ERIM
27
Eagle Ridge Investment Management
Connecticut
$3.29M 64,066 +10,515 +20%
BTS
28
BB&T Securities
Virginia
$3.03M 59,048 +11,106 +23%
MIS
29
Morningstar Investment Services
Illinois
$3.02M 58,825 +58,825 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.99M 58,237 +6,713 +13%
FM
31
Foster & Motley
Ohio
$2.66M 51,807 +2,181 +4%
CISOA
32
Capital Investment Services of America
Wisconsin
$2.62M 51,000 +2,000 +4%
WIC
33
Whitegate Investment Counselors
New Hampshire
$2.45M 47,678 +7,978 +20%
OAJ
34
Ogorek Anthony Joseph
New York
$2.44M 47,459 -10,086 -18%
ZCA
35
Zeke Capital Advisors
Pennsylvania
$2.38M 46,425 -3,460 -7%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$2.31M 44,984 +12,674 +39%
EA
37
Edge Advisors
Georgia
$2.27M 44,155 -129 -0.3%
PFM
38
Phillips Financial Management
Indiana
$2.21M 42,774 +4,984 +13%
NGA
39
Naples Global Advisors
Florida
$1.74M 33,930 – –
HighTower Advisors
40
HighTower Advisors
Illinois
$1.42M 27,715 +2,721 +11%
PAG
41
Private Advisor Group
New Jersey
$1.41M 27,497 -387 -1%
BC
42
Bartlett & Co
Ohio
$1.36M 26,495 +10,815 +69%
NG
43
Northstar Group
New York
$1.36M 25,600 +16,600 +184%
Morgan Stanley
44
Morgan Stanley
New York
$1.35M 26,254 +19,067 +265%
ASN
45
Advisory Services Network
Georgia
$1.2M 23,323 +5,923 +34%
AA
46
Alesco Advisors
New York
$1.18M 23,000 – –
CCG
47
Chatham Capital Group
Georgia
$1.16M 22,525 -400 -2%
Vanguard Group
48
Vanguard Group
Pennsylvania
$1.14M 22,296 +2,002 +10%
BUB
49
BBVA USA Bancshares
Texas
$1.14M 22,153 +14,682 +197%
JSA
50
Jacobson & Schmitt Advisors
Wisconsin
$1.06M 20,572 +7,022 +52%
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