VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.1M 570,651 +98,388 +21%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$28.1M 516,986 +25,637 +5%
M&T Bank
28
M&T Bank
New York
$26M 478,109 +78,238 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$25.7M 471,819 +60,367 +15%
MIS
30
Morningstar Investment Services
Illinois
$24.8M 455,394 +2,020 +0.4%
SFS
31
Strategic Financial Services
New York
$23.7M 434,791 +63,111 +17%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$22.5M 413,057 +70,244 +20%
PO
33
Private Ocean
California
$21.2M 388,731 +24,116 +7%
LWA
34
LWS Wealth Advisors
New Jersey
$20.6M 379,156 +59,792 +19%
PFP
35
Pinnacle Financial Partners
Tennessee
$18.7M 342,940 +2,421 +0.7%
ST
36
Smithfield Trust
Pennsylvania
$18.5M 340,676 +86,082 +34%
BDF
37
Balasa Dinverno & Foltz
$16.5M 302,835 +302,835 New
SPIA
38
Steward Partners Investment Advisory
New York
$16.2M 297,707 +1,490 +0.5%
Truist Financial
39
Truist Financial
North Carolina
$15.8M 290,726 +4,590 +2%
MAM
40
Meeder Asset Management
Ohio
$14M 256,939 +44,236 +21%
Citadel Advisors
41
Citadel Advisors
Florida
$13.8M 253,740 +253,740 New
PAG
42
Private Advisor Group
New Jersey
$13.6M 250,653 -24,145 -9%
Stifel Financial
43
Stifel Financial
Missouri
$13.5M 248,849 +107,780 +76%
RA
44
Riversedge Advisors
Delaware
$13.4M 245,779 +11,290 +5%
AWE
45
Avidian Wealth Enterprises
Texas
$13.3M 243,926 +57,052 +31%
NNP
46
Nachman Norwood & Parrott
South Carolina
$13.3M 243,768 +93,800 +63%
EPM
47
Elm Partners Management
Pennsylvania
$12.3M 225,873 -50,540 -18%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$11.9M 214,600 – –
FAAM
49
First Ascent Asset Management
Colorado
$11.6M 212,283 +17,137 +9%
CCFM
50
Clear Creek Financial Management
Washington
$11.3M 208,134 +181,614 +685%
1
2
3 4 5