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Vanguard Tax-Exempt Bond Index Fund
VTEB
VTEB
84 hedge funds and large institutions have $323M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
725% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 4
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
80% more capital invested
Capital invested by funds: $180M → $323M (+$144M)
50% more funds holding
Funds holding: 56 → 84 (+28)
19.22% more ownership
Funds ownership: 33.87% → 53.08% (+19%)
Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
33
Increased
32
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.14M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.81M |
| 3 |
Citigroup
New York
|
-$1.79M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.74M |
| 5 |
Jane Street
New York
|
-$1.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWA
76
Burt Wealth Advisors
North Bethesda,
Maryland
| $69K | – | – | – |
|
|
MFS
77
MSI Financial Services
Springfield,
Massachusetts
| $61K | -$95.1K | -1,870 | -61% |
|
78
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $44K | +$254 | +5 | +0.6% |
|
79
US Bancorp
Minneapolis,
Minnesota
| $25K | – | – | – |
|
|
NFG
80
Next Financial Group
Houston,
Texas
| $24K | – | – | – |
|
81
Morgan Stanley
New York
| $21K | +$16.7K | +328 | +377% |
|
|
SSB
82
Sandy Spring Bank
Olney,
Maryland
| $15K | – | – | – |
|
83
JP Morgan Chase
New York
| $10K | -$99.1K | -1,950 | -91% |
|
|
NSIM
84
North Star Investment Management
Chicago,
Illinois
| $10K | +$51 | +1 | +0.5% |
|
85
Fifth Third Bancorp
Cincinnati,
Ohio
| $5K | – | – | – |
|
|
86
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.81M | -34,716 | Closed |
|
|
SFA
87
Sequoia Financial Advisors
Akron,
Ohio
| – | -$1.74M | -33,238 | Closed |
|
|
88
Jane Street
New York
| – | -$1.09M | -20,916 | Closed |
|
89
First Trust Advisors
Wheaton,
Illinois
| – | -$219K | -4,204 | Closed |
|