We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

32% more capital invested

Capital invested by funds: $539M → $712M (+$173M)

7% more funds holding

Funds holding: 98105 (+7)

0.61% more ownership

Funds ownership: 54.76%55.37% (+0.61%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
CSM
26
CAMG Solamere Management
North Carolina
$3.56M -$721K -14,100 -17%
ERIM
27
Eagle Ridge Investment Management
Connecticut
$3.29M +$538K +10,515 +20%
BTS
28
BB&T Securities
Virginia
$3.03M +$568K +11,106 +23%
MIS
29
Morningstar Investment Services
Illinois
$3.02M +$3.01M +58,825 New
Baird Financial Group
30
Baird Financial Group
Wisconsin
$2.99M +$343K +6,713 +13%
FM
31
Foster & Motley
Ohio
$2.66M +$112K +2,181 +4%
CISOA
32
Capital Investment Services of America
Wisconsin
$2.62M +$102K +2,000 +4%
WIC
33
Whitegate Investment Counselors
New Hampshire
$2.45M +$408K +7,978 +20%
OAJ
34
Ogorek Anthony Joseph
New York
$2.44M -$516K -10,086 -18%
ZCA
35
Zeke Capital Advisors
Pennsylvania
$2.38M -$177K -3,460 -7%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$2.31M +$648K +12,674 +39%
EA
37
Edge Advisors
Georgia
$2.27M -$6.6K -129 -0.3%
PFM
38
Phillips Financial Management
Indiana
$2.21M +$255K +4,984 +13%
NGA
39
Naples Global Advisors
Florida
$1.74M
HighTower Advisors
40
HighTower Advisors
Illinois
$1.42M +$139K +2,721 +11%
PAG
41
Private Advisor Group
New Jersey
$1.41M -$19.8K -387 -1%
BC
42
Bartlett & Co
Ohio
$1.36M +$553K +10,815 +69%
NG
43
Northstar Group
New York
$1.36M +$849K +16,600 +184%
Morgan Stanley
44
Morgan Stanley
New York
$1.35M +$975K +19,067 +265%
ASN
45
Advisory Services Network
Georgia
$1.2M +$303K +5,923 +34%
AA
46
Alesco Advisors
New York
$1.18M
CCG
47
Chatham Capital Group
Georgia
$1.16M -$20.5K -400 -2%
Vanguard Group
48
Vanguard Group
Pennsylvania
$1.14M +$102K +2,002 +10%
BUB
49
BBVA USA Bancshares
Texas
$1.14M +$751K +14,682 +197%
JSA
50
Jacobson & Schmitt Advisors
Wisconsin
$1.06M +$359K +7,022 +52%