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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

84 hedge funds and large institutions have $323M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
33
Increased
32
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$38.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$83.2M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$14.7M
4
LPT
4
Legacy Private Trust
Wisconsin
$13M
5
GC
5
Garde Capital
Washington
$9.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Citigroup
3
Citigroup
New York
$569K
4
SFA
4
Sequoia Financial Advisors
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
51
Ancora Advisors
Ohio
$503K +$503K +10,000 New
AIM
52
AMI Investment Management
Indiana
$502K +$20.1K +400 +4%
M&T Bank
53
M&T Bank
New York
$467K +$123K +2,439 +36%
GJIC
54
Gamble Jones Investment Counsel
California
$411K – – –
OAM
55
Occidental Asset Management
California
$407K +$407K +8,100 New
SCG
56
Sonata Capital Group
Washington
$402K +$402K +8,000 New
VC
57
Vicus Capital
Pennsylvania
$381K +$10.8K +214 +3%
VKH
58
Virtu KCG Holdings
New York
$344K -$279K -5,566 -45%
CWM
59
Cornerstone Wealth Management
Missouri
$339K +$339K +6,754 New
FAN
60
Financial Advisors Network
California
$327K +$327K +6,503 New
CPO
61
Cerity Partners OCIO
New York
$285K +$285K +5,662 New
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$281K +$281K +5,590 New
LW
63
Linscomb Wealth
Texas
$256K +$256K +5,090 New
PA
64
Parallel Advisors
California
$254K +$254K +5,049 New
AG
65
Advisor Group
Arizona
$240K +$63.5K +1,260 +36%
PMFA
66
Plante Moran Financial Advisors
Michigan
$221K +$221K +4,389 New
ML
67
McAdam LLC
Pennsylvania
$218K +$218K +4,345 New
HighTower Advisors
68
HighTower Advisors
Illinois
$216K +$216K +4,321 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$203K +$203K +4,031 New
GEA
70
Glen Eagle Advisors
New Jersey
$177K +$177K +3,520 New
BUB
71
BBVA USA Bancshares
Texas
$118K +$118K +2,348 New
CPA
72
Clear Perspective Advisors
Illinois
$101K +$101K +2,000 New
SF
73
Synovus Financial
Georgia
$97K +$553 +11 +0.6%
Lazard Asset Management
74
Lazard Asset Management
New York
$95K -$99K – –
HI
75
Hudock Inc
Pennsylvania
$71K +$71K +1,425 New
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