VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

105 hedge funds and large institutions have $712M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
57
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$181M
3
RJA
3
Raymond James & Associates
Florida
$133M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HI
5
Hudock Inc
Pennsylvania
$6.94M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.58M
2
UBS Group
2
UBS Group
Switzerland
$23.4M
3
CCP
3
Cardan Capital Partners
Colorado
$4.59M
4
LYV
4
Live Your Vision
Pennsylvania
$7K
5
LPT
5
Legacy Private Trust
Wisconsin
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CPO
51
Cerity Partners OCIO
New York
$1M 19,885 +28 +0.1%
BFG
52
Bouchey Financial Group
New York
$996K 19,408 +690 +4%
SIC
53
Sigma Investment Counselors
Michigan
$991K 19,315 +3,665 +23%
OAM
54
Occidental Asset Management
California
$934K 18,200 +10,100 +125%
MML Investors Services
55
MML Investors Services
Massachusetts
$920K 17,922 +5,589 +45%
NC
56
NewSquare Capital
Pennsylvania
$880K 17,145 +5,143 +43%
CA
57
Cetera Advisors
Colorado
$823K 16,009 +6,760 +73%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$819K 15,953 +6,730 +73%
AG
59
Advisor Group
Arizona
$813K 15,831 +2,532 +19%
AACR
60
ACR Alpine Capital Research
Missouri
$795K 15,499 -9,782 -39%
RGC
61
Roberts, Glore & Co
Illinois
$795K 15,500 – –
VC
62
Vicus Capital
Pennsylvania
$784K 15,283 -150 -1%
Stifel Financial
63
Stifel Financial
Missouri
$767K 14,950 -271 -2%
CWM
64
Cornerstone Wealth Management
Missouri
$720K 14,074 +4,727 +51%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$699K 13,619 +88 +0.7%
AIM
66
AMI Investment Management
Indiana
$667K 12,999 +200 +2%
PAS
67
Park Avenue Securities
New York
$650K 12,701 +12,701 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$624K 12,168 +12,168 New
BCM
69
Blume Capital Management
California
$590K 11,500 +500 +5%
CT
70
Coastline Trust
Rhode Island
$577K 11,240 +1,340 +14%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$565K 11,000 – –
LW
72
Linscomb Wealth
Texas
$560K 10,918 +10,918 New
PHIMC
73
Private Harbour Investment Management & Counsel
Ohio
$552K 10,750 +2,000 +23%
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$524K 10,219 +10,019 +5,010%
RWM
75
RKL Wealth Management
Pennsylvania
$518K 10,105 +10,105 New
1 2
3
4 5