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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$22.5M 1,031,771 +1,031,771 New
RWP
27
RWA Wealth Partners
Massachusetts
$22.3M 421,871 +89,770 +27%
MIS
28
Morningstar Investment Services
Illinois
$21.5M 404,178 +76,706 +23%
M&T Bank
29
M&T Bank
New York
$20.9M 395,145 -96,131 -20%
Truist Financial
30
Truist Financial
North Carolina
$20.7M 391,134 +13,560 +4%
SFS
31
Strategic Financial Services
New York
$18.7M 354,420 +10,905 +3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$18.3M 345,829 +60,803 +21%
SPIA
33
Steward Partners Investment Advisory
New York
$17.4M 328,299 +2,453 +0.8%
PFP
34
Pinnacle Financial Partners
Tennessee
$17.3M 327,859 -32,169 -9%
LWA
35
LWS Wealth Advisors
New Jersey
$16M 303,260 -4,208 -1%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$15.8M 298,149 +53,936 +22%
US Bancorp
37
US Bancorp
Minnesota
$14.6M 275,655 +213,100 +341%
PO
38
Private Ocean
California
$13.2M 248,953 +185,336 +291%
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$13M 245,789 -23,692 -9%
PAG
40
Private Advisor Group
New Jersey
$12.3M 232,084 +95,984 +71%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11.9M 214,600 – –
ST
42
Smithfield Trust
Pennsylvania
$11.4M 214,831 +85,409 +66%
Jane Street
43
Jane Street
New York
$11.1M 210,439 +14,998 +8%
FAAM
44
First Ascent Asset Management
Colorado
$10.4M 195,722 -30,060 -13%
HWA
45
Heartwood Wealth Advisors
Virginia
$10.2M 193,576 +59,915 +45%
RMC
46
Regis Management Company
California
$10.1M 191,068 -29,309 -13%
MG
47
Mather Group
Illinois
$9.54M 180,376 -14,322 -7%
MA
48
MUFG Americas
New York
$9.3M 175,771 -9,606 -5%
BFA
49
Bragg Financial Advisors
North Carolina
$9.22M 174,316 +63,385 +57%
RA
50
Riversedge Advisors
Delaware
$9.03M 170,765 +165,528 +3,161%
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