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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.94%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$794M
2
CSIA
2
Charles Schwab Investment Advisory
California
$582M
3
RJA
3
Raymond James & Associates
Florida
$322M
4
Jane Street
4
Jane Street
New York
$28.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$222M

Top Sellers

1
EI
1
Ellevest Inc
New York
$15.6M
2
Bank of America
2
Bank of America
North Carolina
$59.9M
3
CWM
3
CMH Wealth Management
New Hampshire
$1.17M
4
Wells Fargo
4
Wells Fargo
California
$97.6M
5
HI
5
Hudock Inc
Pennsylvania
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
26
Pinnacle Financial Partners
Tennessee
$15.9M 304,345 +28,950 +11%
EI
27
Ellevest Inc
New York
$15.6M 6,777 -252,783 -97%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15M 288,422 +21,984 +8%
RWP
29
RWA Wealth Partners
Massachusetts
$13.7M 263,301 +91 +0%
BTS
30
BB&T Securities
Virginia
$12.8M 245,173 +42,249 +21%
MIS
31
Morningstar Investment Services
Illinois
$12.2M 234,698 +34,693 +17%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$11.9M 214,600 +214,600 New
MA
33
MUFG Americas
New York
$11M 211,034 +2,932 +1%
OIWM
34
OptiFour Integrated Wealth Management
Virginia
$10.8M 206,962 +8,320 +4%
JWM
35
Janiczek Wealth Management
Colorado
$10.6M 202,757 -3,789 -2%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$9.44M 180,989 +117,628 +186%
Creative Planning
37
Creative Planning
Kansas
$9M 172,582 -11,182 -6%
LYV
38
Live Your Vision
Pennsylvania
$8.36M 160,709 -67,432 -30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$8.17M 156,669 -1,185 -0.8%
MG
40
Mather Group
Illinois
$7.58M 145,395 +29,224 +25%
IA
41
Independence Advisors
Pennsylvania
$7.12M 136,545 +301 +0.2%
AG
42
Advisor Group
Arizona
$6.65M 127,419 +12,215 +11%
WIC
43
Whitegate Investment Counselors
New Hampshire
$6.48M 124,250 -8,550 -6%
BUB
44
BBVA USA Bancshares
Texas
$6.13M 117,547 +50,535 +75%
CCG
45
Chatham Capital Group
Georgia
$5.9M 113,075 +21,850 +24%
AF
46
Advisornet Financial
Minnesota
$5.88M 112,663 -462 -0.4%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$5.68M 108,805 +21,625 +25%
CCP
48
Cardan Capital Partners
Colorado
$5.66M 108,470 -10,070 -8%
BCI
49
Brinker Capital Investments
Pennsylvania
$5.47M 104,962 -11,974 -10%
UR
50
USCA RIA
Texas
$5.31M 101,853 +101,853 New
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