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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$140M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$950M
3
CSIA
3
Charles Schwab Investment Advisory
California
$709M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$294M
5
UBS Group
5
UBS Group
Switzerland
$134M

Top Sellers

1
PFP
1
Pinnacle Financial Partners
Tennessee
$17.8M
2
CS
2
Credit Suisse
Switzerland
$1.07M
3
PP
3
Paloma Partners
Connecticut
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22M
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
51
Chatham Capital Group
Georgia
$6.06M 113,075 – –
CCP
52
Cardan Capital Partners
Colorado
$5.81M 108,333 +2,224 +2%
BUB
53
BBVA USA Bancshares
Texas
$5.72M 106,629 -13,845 -11%
FM
54
Foster & Motley
Ohio
$5.51M 102,664 +10,853 +12%
UR
55
USCA RIA
Texas
$5.31M 98,975 +6,538 +7%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$5.15M 96,020 +96,020 New
ST
57
Smithfield Trust
Pennsylvania
$5.15M 95,980 +6,081 +7%
CISOA
58
Capital Investment Services of America
Wisconsin
$5M 93,155 +25,155 +37%
EPM
59
Elm Partners Management
Pennsylvania
$4.97M 92,767 -1,440 -2%
BSAM
60
Blue Square Asset Management
New York
$4.93M 91,871 +91,871 New
RPG
61
Resource Planning Group
Georgia
$4.9M 91,361 – –
ERIM
62
Eagle Ridge Investment Management
Connecticut
$4.67M 87,134 -447 -0.5%
EC
63
Estate Counselors
Wisconsin
$4.61M 85,970 – –
I
64
IberiaBank
Louisiana
$4.45M 82,967 +3,993 +5%
BCI
65
Brinker Capital Investments
Pennsylvania
$4.43M 82,608 -13,577 -14%
PFM
66
Phillips Financial Management
Indiana
$4.32M 80,481 -2,156 -3%
CAMG
67
CWA Asset Management Group
Florida
$4.26M 79,453 +64,316 +425%
BFG
68
Bouchey Financial Group
New York
$4.25M 79,191 +5,122 +7%
BFA
69
Bragg Financial Advisors
North Carolina
$4.23M 78,861 +29,845 +61%
MAM
70
Meeder Asset Management
Ohio
$4.03M 75,224 +21,278 +39%
MML Investors Services
71
MML Investors Services
Massachusetts
$3.95M 73,635 +3,618 +5%
RJT
72
Raymond James Trust
Florida
$3.91M 72,852 -852 -1%
CSM
73
CAMG Solamere Management
North Carolina
$3.85M 71,745 -20 -0%
SI
74
Stephens Inc
Arkansas
$3.72M 69,410 +3,320 +5%
CPA
75
Clear Perspective Advisors
Illinois
$3.7M 69,300 +34,650 +100%
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