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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$398M
2
CSIA
2
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$978M
2
AC
2
Athanor Capital
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.3M
4
RJA
4
Raymond James & Associates
Florida
$322M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
51
Sunflower Bank
Texas
$10.2M 187,933 +187,933 New
AWE
52
Avidian Wealth Enterprises
Texas
$10.1M 186,874 +17,788 +11%
BlackRock
53
BlackRock
New York
$9.25M 170,759 +19,711 +13%
BFA
54
Bragg Financial Advisors
North Carolina
$9.16M 169,110 -5,206 -3%
SQA
55
Simon Quick Advisors
New Jersey
$8.59M 158,738 +9,426 +6%
A
56
AdvicePeriod
California
$8.5M 157,019 +102,597 +189%
NNP
57
Nachman Norwood & Parrott
South Carolina
$8.12M 149,968 +40,557 +37%
JWM
58
Janiczek Wealth Management
Colorado
$7.92M 146,269 -12,072 -8%
MG
59
Mather Group
Illinois
$7.83M 144,658 -35,718 -20%
Stifel Financial
60
Stifel Financial
Missouri
$7.64M 141,069 +99,186 +237%
BUB
61
BBVA USA Bancshares
Texas
$7.62M 140,816 +22,040 +19%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$7.54M 139,349 +2,357 +2%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$7.03M 129,921 +61,582 +90%
PCA
64
Personal Capital Advisors
California
$7.01M 129,516 +16,644 +15%
FM
65
Foster & Motley
Ohio
$6.62M 122,180 +7,692 +7%
WAM
66
Wealthspire Advisors (Maryland)
Maryland
$6.59M 121,693 +107,504 +758%
WIC
67
Whitegate Investment Counselors
New Hampshire
$6.51M 120,240 -4,140 -3%
CT
68
Coastline Trust
Rhode Island
$6.4M 118,191 +25,650 +28%
IA
69
Independence Advisors
Pennsylvania
$6.21M 114,618 -8,620 -7%
AF
70
Advisornet Financial
Minnesota
$6.13M 113,292 -30,697 -21%
CCG
71
Chatham Capital Group
Georgia
$6.13M 113,250 +175 +0.2%
CCP
72
Cardan Capital Partners
Colorado
$6.1M 112,715 -613 -0.5%
FA
73
FDx Advisors
Illinois
$5.91M 109,185 -3,934 -3%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$5.8M 107,204 +36,967 +53%
CIA
75
Compass Ion Advisors
Pennsylvania
$5.77M 106,544 +106,544 New
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