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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
51
Avidian Wealth Enterprises
Texas
$8.95M 169,086 +7,252 +4%
MAM
52
Meeder Asset Management
Ohio
$8.5M 160,763 +59,134 +58%
JWM
53
Janiczek Wealth Management
Colorado
$8.38M 158,341 -6,011 -4%
BlackRock
54
BlackRock
New York
$7.99M 151,048 +144,129 +2,083%
SQA
55
Simon Quick Advisors
New Jersey
$7.9M 149,312 +88,517 +146%
OPS
56
Orion Portfolio Solutions
Nebraska
$7.86M 148,658 +148,658 New
EPM
57
Elm Partners Management
Pennsylvania
$7.76M 146,614 +56,545 +63%
AF
58
Advisornet Financial
Minnesota
$7.62M 143,989 +8,405 +6%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$7.25M 136,992 -2,465 -2%
Nomura Asset Management
60
Nomura Asset Management
Japan
$6.98M 132,000 +132,000 New
Vanguard Group
61
Vanguard Group
Pennsylvania
$6.91M 130,703 -757 -0.6%
WIC
62
Whitegate Investment Counselors
New Hampshire
$6.58M 124,380 -5,645 -4%
IA
63
Independence Advisors
Pennsylvania
$6.52M 123,238 -11,759 -9%
BUB
64
BBVA USA Bancshares
Texas
$6.28M 118,776 +7,047 +6%
FM
65
Foster & Motley
Ohio
$6.06M 114,488 -22,669 -17%
CCP
66
Cardan Capital Partners
Colorado
$6M 113,328 +395 +0.3%
FA
67
FDx Advisors
Illinois
$5.98M 113,119 -11,725 -9%
CCG
68
Chatham Capital Group
Georgia
$5.98M 113,075 – –
PCA
69
Personal Capital Advisors
California
$5.89M 112,872 +24,252 +27%
NNP
70
Nachman Norwood & Parrott
South Carolina
$5.79M 109,411 +48,655 +80%
BB
71
Busey Bank
Illinois
$5.63M 106,349 +106,349 New
PCIA
72
Prime Capital Investment Advisors
Kansas
$5.4M 102,022 +12,786 +14%
CISOA
73
Capital Investment Services of America
Wisconsin
$5.03M 95,155 – –
ERIM
74
Eagle Ridge Investment Management
Connecticut
$4.99M 94,363 +5,573 +6%
CT
75
Coastline Trust
Rhode Island
$4.9M 92,541 +26,341 +40%
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