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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
LBD
51
Landsberg Bennett & Dubbaneh
Florida
$11.3M 207,801 +207,801 New
BFA
52
Bragg Financial Advisors
North Carolina
$11.2M 205,689 +36,579 +22%
OPS
53
Orion Portfolio Solutions
Nebraska
$11.2M 205,667 +3,630 +2%
HWA
54
Heartwood Wealth Advisors
Virginia
$11M 202,408 +1,501 +0.7%
BCA
55
Biltmore Capital Advisors
New Jersey
$10.6M 195,581 +93,886 +92%
MG
56
Mather Group
Illinois
$10.5M 192,283 +47,625 +33%
RMC
57
Regis Management Company
California
$10.4M 191,068 – –
MA
58
MUFG Americas
New York
$10.3M 189,374 +7,761 +4%
QWM
59
Quaker Wealth Management
New Jersey
$10.2M 187,904 +120,363 +178%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$9.79M 179,925 -340,747 -65%
SQA
61
Simon Quick Advisors
New Jersey
$9.37M 172,024 +13,286 +8%
PCA
62
Personal Capital Advisors
California
$9.01M 165,442 +35,926 +28%
BlackRock
63
BlackRock
New York
$8.97M 164,818 -5,941 -3%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$8.87M 162,983 +41,290 +34%
LIA
65
LBMC Investment Advisors
Tennessee
$8.78M 161,324 +161,324 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$8.27M 151,982 +22,061 +17%
BUB
67
BBVA USA Bancshares
Texas
$8.16M 150,307 +9,491 +7%
SB
68
Sunflower Bank
Texas
$7.9M 145,191 -42,742 -23%
PG
69
Proffitt & Goodson
Tennessee
$7.83M 143,880 +88,417 +159%
JWM
70
Janiczek Wealth Management
Colorado
$7.76M 142,511 -3,758 -3%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$7.3M 134,182 -5,167 -4%
FM
72
Foster & Motley
Ohio
$7.1M 130,462 +8,282 +7%
CT
73
Coastline Trust
Rhode Island
$7.02M 129,001 +10,810 +9%
WIC
74
Whitegate Investment Counselors
New Hampshire
$7.01M 128,840 +8,600 +7%
ERIM
75
Eagle Ridge Investment Management
Connecticut
$6.39M 117,337 +24,546 +26%
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