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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 %
PFGIA
476
Patriot Financial Group Insurance Agency
Massachusetts
$181K 3,285 +9 +0.3%
SMG
477
Spectrum Management Group
Indiana
$175K 3,179 – –
GA
478
GoalVest Advisory
New York
$171K 3,104 +3,104 New
RFA
479
Reilly Financial Advisors
California
$147K 2,656 – –
PB
480
Pinnacle Bancorp
Nebraska
$140K 2,545 – –
CL
481
COWA LLC
Oklahoma
$134K 2,420 +2,420 New
JCM
482
Jacobi Capital Management
Pennsylvania
$127K 2,300 +113 +5%
SWM
483
Sugarloaf Wealth Management
Georgia
$112K 2,038 -59 -3%
AA
484
AlphaMark Advisors
Kentucky
$110K 2,000 +2,000 New
CFO
485
CVA Family Office
Colorado
$108K 1,954 +1,554 +389%
CWM
486
Cranbrook Wealth Management
Michigan
$101K 1,836 – –
AWM
487
Atticus Wealth Management
Florida
$99K 1,800 +1,800 New
MA
488
Montag & Associates
Georgia
$93K 1,694 +1,694 New
MCC
489
Money Concepts Capital
Florida
$88K 1,600 +1,600 New
TPCW
490
TD Private Client Wealth
New York
$87K 1,576 -2,022 -56%
APW
491
Acima Private Wealth
Virginia
$85K 1,549 -643 -29%
TFGT
492
TS Financial Group (TSFG)
Illinois
$83K 1,500 – –
BAMG
493
Brand Asset Management Group
Missouri
$75K 1,367 +375 +38%
JMF
494
Johnson Midwest Financial
Iowa
$73K 1,323 +1,323 New
MG
495
MilWealth Group
Wisconsin
$72.5K 1,313 – –
LB
496
Legacy Bridge
Iowa
$71K 1,278 – –
EIP
497
Ellis Investment Partners
Pennsylvania
$70K 1,273 +9 +0.7%
TWA
498
TCI Wealth Advisors
Arizona
$68K 1,230 – –
WEC
499
Winslow Evans & Crocker
Massachusetts
$62K 1,120 +530 +90%
SIC
500
Salem Investment Counselors
North Carolina
$58K 1,050 +1,050 New
18 19
20
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