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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

105 hedge funds and large institutions have $712M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
57
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$181M
3
RJA
3
Raymond James & Associates
Florida
$133M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HI
5
Hudock Inc
Pennsylvania
$6.94M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.58M
2
UBS Group
2
UBS Group
Switzerland
$23.4M
3
CCP
3
Cardan Capital Partners
Colorado
$4.59M
4
LYV
4
Live Your Vision
Pennsylvania
$7K
5
LPT
5
Legacy Private Trust
Wisconsin
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
76
Ancora Advisors
Ohio
$513K 10,000 – –
SCG
77
Sonata Capital Group
Washington
$462K 9,000 +1,000 +13%
TIM
78
Tortoise Investment Management
New York
$382K 7,450 – –
JFGLC
79
Johnson Financial Group LLC (Colorado)
Colorado
$327K 6,379 -311 -5%
DWT
80
Dorsey & Whitney Trust
South Dakota
$327K 6,379 -311 -5%
PMFA
81
Plante Moran Financial Advisors
Michigan
$323K 6,297 – –
AWE
82
Avidian Wealth Enterprises
Texas
$298K 5,802 – –
GEA
83
Glen Eagle Advisors
New Jersey
$262K 5,100 +805 +19%
AWMG
84
Alliance Wealth Management Group
New Jersey
$257K 5,000 -9,900 -66%
EFS
85
Essex Financial Services
Connecticut
$247K 4,815 +4,815 New
CAN
86
Cetera Advisor Networks
California
$239K 4,681 +195 +4%
WTC
87
WhitTier Trust Company
Nevada
$231K 4,500 – –
SWM
88
Segment Wealth Management
Texas
$218K 4,240 +4,240 New
ML
89
McAdam LLC
Pennsylvania
$212K 4,141 -300 -7%
FHC
90
First Heartland Consultants
Missouri
$202K 3,929 +3,929 New
NA
91
NewEdge Advisors
Louisiana
$119K 2,324 +2,324 New
PA
92
Parallel Advisors
California
$101K 1,950 – –
CCM
93
Cribstone Capital Management
Maine
$97K 1,890 +390 +26%
SPIA
94
Steward Partners Investment Advisory
New York
$91K 1,785 – –
Lazard Asset Management
95
Lazard Asset Management
New York
– – – –
BWA
96
Burt Wealth Advisors
Maryland
$70K 1,370 – –
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60K 1,174 +306 +35%
Citigroup
98
Citigroup
New York
$54K 1,060 – –
LWM
99
Lenox Wealth Management
Ohio
$46K 900 +900 New
US Bancorp
100
US Bancorp
Minnesota
$26K 500 – –
1 2 3
4
5