VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.94%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$794M
2
CSIA
2
Charles Schwab Investment Advisory
California
$582M
3
RJA
3
Raymond James & Associates
Florida
$322M
4
Jane Street
4
Jane Street
New York
$28.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$222M

Top Sellers

1
EI
1
Ellevest Inc
New York
$15.6M
2
Bank of America
2
Bank of America
North Carolina
$59.9M
3
CWM
3
CMH Wealth Management
New Hampshire
$1.17M
4
Wells Fargo
4
Wells Fargo
California
$97.6M
5
HI
5
Hudock Inc
Pennsylvania
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
I
51
IberiaBank
Louisiana
$4.97M 95,354 +2,416 +3%
EPM
52
Elm Partners Management
Pennsylvania
$4.95M 94,839 -670 -0.7%
RPG
53
Resource Planning Group
Georgia
$4.88M 93,492 -6,792 -7%
GIM
54
Greenwich Investment Management
Connecticut
$4.68M 89,779 +1,910 +2%
ERIM
55
Eagle Ridge Investment Management
Connecticut
$4.41M 84,603 +42,173 +99%
Citadel Advisors
56
Citadel Advisors
Florida
$4.25M 81,576 +81,576 New
PFM
57
Phillips Financial Management
Indiana
$4.17M 80,091 +4,105 +5%
FM
58
Foster & Motley
Ohio
$4.1M 78,660 +3,014 +4%
RJT
59
Raymond James Trust
Florida
$3.94M 75,620 +28,596 +61%
AWE
60
Avidian Wealth Enterprises
Texas
$3.94M 75,520 +60,797 +413%
MML Investors Services
61
MML Investors Services
Massachusetts
$3.88M 74,473 +6,562 +10%
CSM
62
CAMG Solamere Management
North Carolina
$3.76M 72,157 +2,995 +4%
SPIA
63
Steward Partners Investment Advisory
New York
$3.58M 68,653 +28,069 +69%
NNP
64
Nachman Norwood & Parrott
South Carolina
$3.46M 66,249 -33,132 -33%
CISOA
65
Capital Investment Services of America
Wisconsin
$3.44M 66,000 +5,300 +9%
BFG
66
Bouchey Financial Group
New York
$3.44M 65,887 -1,310 -2%
CT
67
Coastline Trust
Rhode Island
$3.32M 63,605 +6,700 +12%
CAM
68
Caprin Asset Management
Virginia
$3.19M 61,215 -3,319 -5%
PCA
69
Personal Capital Advisors
California
$3.16M 60,623 +5,300 +10%
RFO
70
RiverGlades Family Offices
Florida
– – – –
SI
71
Stephens Inc
Arkansas
$3.06M 58,626 +32,227 +122%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.93M 56,238 +44,902 +396%
BC
73
Bartlett & Co
Ohio
$2.87M 55,108 -880 -2%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$2.87M 55,108 -880 -2%
PAG
75
Private Advisor Group
New Jersey
$2.72M 52,340 +13,308 +34%
1 2
3
4 5