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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$398M
2
CSIA
2
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$978M
2
AC
2
Athanor Capital
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.3M
4
RJA
4
Raymond James & Associates
Florida
$322M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LRIA
26
Leonard Rickey Investment Advisors
Washington
$26.6M -$409K -7,550 -2%
CCWA
27
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$25.6M +$25.6M +472,263 New
GC
28
Garde Capital
Washington
$25.4M +$688K +12,709 +3%
MIS
29
Morningstar Investment Services
Illinois
$24.5M +$2.66M +49,196 +12%
Osaic Holdings
30
Osaic Holdings
Arizona
$22.3M -$33.6M -620,319 -60%
M&T Bank
31
M&T Bank
New York
$21.6M +$256K +4,726 +1%
US Bancorp
32
US Bancorp
Minnesota
$20.3M +$5.4M +99,795 +36%
SFS
33
Strategic Financial Services
New York
$20.1M +$934K +17,260 +5%
PO
34
Private Ocean
California
$19.7M +$6.26M +115,662 +46%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$18.6M -$163K -3,016 -0.9%
PFP
36
Pinnacle Financial Partners
Tennessee
$18.4M +$685K +12,660 +4%
LWA
37
LWS Wealth Advisors
New Jersey
$17.3M +$872K +16,104 +5%
SPIA
38
Steward Partners Investment Advisory
New York
$16M -$1.74M -32,082 -10%
Truist Financial
39
Truist Financial
North Carolina
$15.5M -$5.68M -104,998 -27%
EPM
40
Elm Partners Management
Pennsylvania
$15M +$7.03M +129,799 +89%
PAG
41
Private Advisor Group
New Jersey
$14.9M +$2.31M +42,714 +18%
ST
42
Smithfield Trust
Pennsylvania
$13.8M +$2.15M +39,763 +19%
Renaissance Technologies
43
Renaissance Technologies
New York
$13M +$13M +239,395 New
Bank of New York Mellon
44
Bank of New York Mellon
New York
$12.9M +$8.77M +161,998 +215%
RA
45
Riversedge Advisors
Delaware
$12.7M +$3.45M +63,724 +37%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$11.9M – – –
MAM
47
Meeder Asset Management
Ohio
$11.5M +$2.81M +51,940 +32%
OPS
48
Orion Portfolio Solutions
Nebraska
$10.9M +$2.89M +53,379 +36%
HWA
49
Heartwood Wealth Advisors
Virginia
$10.9M +$397K +7,331 +4%
FAAM
50
First Ascent Asset Management
Colorado
$10.6M -$31.2K -576 -0.3%
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