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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

541 hedge funds and large institutions have $6.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
541
Holders Change
+84
Holders Change %
+18.38%
% of All Funds
9.6%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.67%
New
107
Increased
257
Reduced
100
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
CSIA
3
Charles Schwab Investment Advisory
California
$637M
4
SCM
4
SCS Capital Management
Massachusetts
$541M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$306M
2
Creative Planning
2
Creative Planning
Kansas
$225M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$1.62M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$37.5M 679,077 +499,152 +277%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$31.1M 563,130 +46,144 +9%
MIS
28
Morningstar Investment Services
Illinois
$28M 507,706 +52,312 +11%
Osaic Holdings
29
Osaic Holdings
Arizona
$27.3M 493,733 +21,914 +5%
CIA
30
Compass Ion Advisors
Pennsylvania
$27.2M 492,187 +479,424 +3,756%
PO
31
Private Ocean
California
$24.1M 435,790 +47,059 +12%
Stifel Financial
32
Stifel Financial
Missouri
$23.6M 427,841 +178,992 +72%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$23.5M 425,672 +12,615 +3%
AWE
34
Avidian Wealth Enterprises
Texas
$23.5M 425,639 +181,713 +74%
ST
35
Smithfield Trust
Pennsylvania
$23.5M 425,542 +84,866 +25%
SFS
36
Strategic Financial Services
New York
$23.3M 422,103 -12,688 -3%
M&T Bank
37
M&T Bank
New York
$21.5M 388,757 -89,352 -19%
PFP
38
Pinnacle Financial Partners
Tennessee
$19.6M 357,197 +14,257 +4%
LWA
39
LWS Wealth Advisors
New Jersey
$19.5M 352,991 -26,165 -7%
PAG
40
Private Advisor Group
New Jersey
$18.8M 341,094 +90,441 +36%
Truist Financial
41
Truist Financial
North Carolina
$18.2M 329,301 +38,575 +13%
MAM
42
Meeder Asset Management
Ohio
$16.7M 302,441 +45,502 +18%
SPIA
43
Steward Partners Investment Advisory
New York
$16.2M 294,156 -3,551 -1%
WT
44
Washington Trust
Rhode Island
$16M 289,055 +289,055 New
FAAM
45
First Ascent Asset Management
Colorado
$14.8M 267,374 +55,091 +26%
BFA
46
Bragg Financial Advisors
North Carolina
$13.7M 247,776 +42,087 +20%
RH
47
RFG Holdings
Texas
$13.6M 247,106 +247,106 New
RA
48
Riversedge Advisors
Delaware
$13.5M 245,307 -472 -0.2%
BCA
49
Biltmore Capital Advisors
New Jersey
$13.4M 242,828 +47,247 +24%
NNP
50
Nachman Norwood & Parrott
South Carolina
$13.1M 238,015 -5,753 -2%
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