VTEB icon

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 %
FCH
501
Freestone Capital Holdings
Washington
$57.7K 1,045 +887 +561%
ZB
502
Zions Bancorporation
Utah
$54K 975 – –
SPWG
503
Sage Private Wealth Group
Illinois
$52K 941 +941 New
GAM
504
Gemmer Asset Management
California
$50K 914 +5 +0.6%
LWA
505
Lenox Wealth Advisors
New York
$46K 839 +839 New
SFPG
506
Stonebridge Financial Planning Group
Florida
$44K 800 – –
PMFA
507
Plante Moran Financial Advisors
Michigan
$43K 775 -3,219 -81%
FFC
508
First Financial Corp
Indiana
$43K 775 – –
BHWM
509
Bay Harbor Wealth Management
Maryland
$42K 767 – –
FPW
510
Flagship Private Wealth
Massachusetts
$41.5K 749 +749 New
COCM
511
Charter Oak Capital Management
New Hampshire
$41K 735 +735 New
CPFP
512
Clear Perspectives Financial Planning
Ohio
$39K 712 +712 New
TWM
513
Tradition Wealth Management
Minnesota
$38K 689 +689 New
CFFP
514
Center for Financial Planning
Michigan
$34K 611 – –
CH
515
Canton Hathaway
Rhode Island
$34K 612 – –
WTC
516
WhitTier Trust Company
Nevada
$28K 500 – –
MFT
517
Moisand Fitzgerald Tamayo
Florida
$27K 493 +357 +263%
AWM
518
Accel Wealth Management
Iowa
$26K 465 +465 New
CAAS
519
Capital Asset Advisory Services
Michigan
$23K 409 +409 New
CTFG
520
Capstone Triton Financial Group
Oklahoma
$22K 404 +404 New
CWM
521
Cedar Wealth Management
California
$19K 342 – –
Bessemer Group
522
Bessemer Group
New Jersey
$17K 301 -367 -55%
LFG
523
Larson Financial Group
Missouri
$17K 306 – –
HFA
524
Hoover Financial Advisors
Pennsylvania
$16K 290 +290 New
GFPC
525
Global Financial Private Client
Florida
$15.9K 288 +286 +14,300%
19 20
21
22 23