VTEB icon

Vanguard Tax-Exempt Bond Index Fund

252 hedge funds and large institutions have $2.82B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 25 closing their positions.

Holders
252
Holders Change
+41
Holders Change %
+19.43%
% of All Funds
5.62%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
67
Increased
94
Reduced
62
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RWP
26
RWA Wealth Partners
Massachusetts
$13.4M +$13.4M +263,210 New
EI
27
Ellevest Inc
New York
$13.3M +$13.3M +259,560 New
RMC
28
Regis Management Company
California
$11.8M +$6.75M +132,259 +133%
LYV
29
Live Your Vision
Pennsylvania
$11.7M +$11.7M +228,141 New
CWM
30
CMH Wealth Management
New Hampshire
$11M +$58.7K +1,150 +0.5%
MA
31
MUFG Americas
New York
$10.6M +$7.12M +139,462 +203%
JWM
32
Janiczek Wealth Management
Colorado
$10.5M -$877K -17,185 -8%
BTS
33
BB&T Securities
Virginia
$10.4M -$1.19M -23,229 -10%
MIS
34
Morningstar Investment Services
Illinois
$10.2M -$9.02M -176,690 -47%
OIWM
35
OptiFour Integrated Wealth Management
Virginia
$10.1M +$7.6M +148,823 +299%
Creative Planning
36
Creative Planning
Kansas
$9.38M -$3.8M -74,530 -29%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$8.06M -$170K -3,339 -2%
MA
38
MCF Advisors
Kentucky
$7.37M -$1.16M -22,755 -14%
IA
39
Independence Advisors
Pennsylvania
$6.96M +$100K +1,961 +1%
WIC
40
Whitegate Investment Counselors
New Hampshire
$6.78M -$556K -10,900 -8%
HI
41
Hudock Inc
Pennsylvania
$6.43M -$603K -11,816 -9%
CCP
42
Cardan Capital Partners
Colorado
$6.05M +$386K +7,570 +7%
BCI
43
Brinker Capital Investments
Pennsylvania
$5.97M -$1.2M -23,602 -17%
MG
44
Mather Group
Illinois
$5.93M +$1.86M +36,354 +46%
AG
45
Advisor Group
Arizona
$5.88M +$831K +16,271 +16%
AF
46
Advisornet Financial
Minnesota
$5.78M -$1.42M -27,869 -20%
CFA
47
Capstone Financial Advisors
Illinois
$5.71M +$5.1M +99,842 +829%
RPG
48
Resource Planning Group
Georgia
$5.12M +$2.57M +50,420 +101%
NNP
49
Nachman Norwood & Parrott
South Carolina
$5.07M +$5.07M +99,381 New
EPM
50
Elm Partners Management
Pennsylvania
$4.88M +$4.88M +95,509 New