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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

119 hedge funds and large institutions have $967M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 7 closing their positions.

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
57
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthfront
California
$71.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$175M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$13.8M
5
Wells Fargo
5
Wells Fargo
California
$91.4M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$15.3M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$9.72M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$5.81M 112,369 +86,115 +328%
ECM
27
ETrade Capital Management
Virginia
$5.51M 106,725 +106,725 New
RMC
28
Regis Management Company
California
$5.19M 100,376 – –
CSM
29
CAMG Solamere Management
North Carolina
$4.36M 84,342 +15,014 +22%
CCP
30
Cardan Capital Partners
Colorado
$4.17M 80,620 -8,761 -10%
IA
31
Independence Advisors
Pennsylvania
$3.95M 76,379 +2,643 +4%
FA
32
FDx Advisors
Illinois
$3.85M 74,512 -1,225 -2%
ERIM
33
Eagle Ridge Investment Management
Connecticut
$3.82M 73,994 +9,928 +15%
FM
34
Foster & Motley
Ohio
$3.33M 64,402 +12,595 +24%
BTS
35
BB&T Securities
Virginia
$3.08M 59,624 +576 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$3.03M 58,628 +391 +0.7%
PAG
37
Private Advisor Group
New Jersey
$3.02M 58,526 +31,029 +113%
EA
38
Edge Advisors
Georgia
$2.93M 56,728 +12,573 +28%
WIC
39
Whitegate Investment Counselors
New Hampshire
$2.86M 55,353 +7,675 +16%
CISOA
40
Capital Investment Services of America
Wisconsin
$2.62M 50,700 -300 -0.6%
CPO
41
Cerity Partners OCIO
New York
$2.43M 48,268 +28,383 +143%
OAJ
42
Ogorek Anthony Joseph
New York
$2.42M 46,907 -552 -1%
ZCA
43
Zeke Capital Advisors
Pennsylvania
$2.4M 46,425 – –
PFM
44
Phillips Financial Management
Indiana
$2.3M 44,574 +1,800 +4%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.09M 40,475 -4,509 -10%
NGA
46
Naples Global Advisors
Florida
$1.75M 33,930 – –
NG
47
Northstar Group
New York
$1.69M 32,750 +7,150 +28%
BUB
48
BBVA USA Bancshares
Texas
$1.52M 29,500 +7,347 +33%
BC
49
Bartlett & Co
Ohio
$1.41M 27,280 +785 +3%
CCG
50
Chatham Capital Group
Georgia
$1.27M 24,525 +2,000 +9%
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