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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

541 hedge funds and large institutions have $6.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
541
Holders Change
+84
Holders Change %
+18.38%
% of All Funds
9.6%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.67%
New
107
Increased
257
Reduced
100
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
CSIA
3
Charles Schwab Investment Advisory
California
$637M
4
SCM
4
SCS Capital Management
Massachusetts
$541M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$306M
2
Creative Planning
2
Creative Planning
Kansas
$225M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$1.62M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BDF
51
Balasa Dinverno & Foltz
$12.6M 227,598 -75,237 -25%
COF
52
Capital One Financial
Virginia
$12.5M 226,427 +141,524 +167%
LBD
53
Landsberg Bennett & Dubbaneh
Florida
$12.5M 226,115 +18,314 +9%
EPM
54
Elm Partners Management
Pennsylvania
$12.5M 225,700 -173 -0.1%
MG
55
Mather Group
Illinois
$12.4M 224,758 +32,475 +17%
OPS
56
Orion Portfolio Solutions
Nebraska
$12.3M 222,465 +16,798 +8%
BlackRock
57
BlackRock
New York
$12.2M 220,745 +55,927 +34%
V
58
Veritable
Delaware
$11.9M 215,368 +133,770 +164%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$11.9M 214,600 – –
QWM
60
Quaker Wealth Management
New Jersey
$11.1M 200,753 +12,849 +7%
HWA
61
Heartwood Wealth Advisors
Virginia
$10.9M 198,385 -4,023 -2%
RMC
62
Regis Management Company
California
$10.5M 191,068 – –
QAM
63
QCI Asset Management
New York
$10.4M 188,957 +100,210 +113%
SAM
64
SP Asset Management
California
$10.3M 185,652 +85,583 +86%
MA
65
MUFG Americas
New York
$10.2M 185,226 -4,148 -2%
PCA
66
Personal Capital Advisors
California
$10.1M 183,593 +18,151 +11%
Renaissance Technologies
67
Renaissance Technologies
New York
$9.74M 176,500 +176,500 New
WIC
68
Whitegate Investment Counselors
New Hampshire
$9.73M 176,290 +47,450 +37%
SQA
69
Simon Quick Advisors
New Jersey
$9.46M 171,407 -617 -0.4%
BUB
70
BBVA USA Bancshares
Texas
$9.36M 169,529 +19,222 +13%
WANY
71
Wealthspire Advisors (New York)
New York
$8.85M 160,408 +122,220 +320%
FM
72
Foster & Motley
Ohio
$8.35M 151,344 +20,882 +16%
A
73
AdvicePeriod
California
$8.07M 146,225 +42,158 +41%
JWM
74
Janiczek Wealth Management
Colorado
$7.89M 143,035 +524 +0.4%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$7.52M 136,218 +20,187 +17%
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