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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

119 hedge funds and large institutions have $967M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
57
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthfront
California
$71.8M
2
CSIA
2
Charles Schwab Investment Advisory
California
$234M
3
RJA
3
Raymond James & Associates
Florida
$175M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$13.8M
5
Wells Fargo
5
Wells Fargo
California
$91.4M

Top Sellers

1
BC
1
Brinker Capital
Pennsylvania
$15.3M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$9.72M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PAS
4
Park Avenue Securities
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
76
RKL Wealth Management
Pennsylvania
$584K +$61.7K +1,194 +12%
LW
77
Linscomb Wealth
Texas
$564K – – –
SCG
78
Sonata Capital Group
Washington
$558K +$93K +1,800 +20%
UCFA
79
United Capital Financial Advisors
Texas
$533K +$533K +10,319 New
AA
80
Ancora Advisors
Ohio
$517K – – –
AWMG
81
Alliance Wealth Management Group
New Jersey
$516K +$258K +5,000 +100%
CWM
82
CMH Wealth Management
New Hampshire
$485K +$485K +9,400 New
PHIMC
83
Private Harbour Investment Management & Counsel
Ohio
$478K -$77.5K -1,500 -14%
PCM
84
Prelude Capital Management
New York
$413K +$413K +8,000 New
TIM
85
Tortoise Investment Management
New York
$385K – – –
GEA
86
Glen Eagle Advisors
New Jersey
$336K +$59.3K +1,095 +21%
DWT
87
Dorsey & Whitney Trust
South Dakota
$330K – – –
JFGLC
88
Johnson Financial Group LLC (Colorado)
Colorado
$329K – – –
PMFA
89
Plante Moran Financial Advisors
Michigan
$325K – – –
AWE
90
Avidian Wealth Enterprises
Texas
$300K +$258 +5 +0.1%
M&T Bank
91
M&T Bank
New York
$241K +$241K +4,653 New
OMC
92
Old Mission Capital
Illinois
$233K +$233K +4,509 New
WTC
93
WhitTier Trust Company
Nevada
$232K – – –
SHCM
94
Stokes & Hubbell Capital Management
Louisiana
$230K +$230K +4,445 New
CAN
95
Cetera Advisor Networks
California
$229K -$12.8K -248 -5%
FHC
96
First Heartland Consultants
Missouri
$223K +$19.9K +386 +10%
SPIA
97
Steward Partners Investment Advisory
New York
$156K +$63.8K +1,236 +69%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$132K +$132K +2,562 New
IA
99
IFP Advisors
Florida
$121K +$98.5K +1,900 +438%
JIR
100
James Investment Research
Ohio
$119K +$119K +2,300 New
2 3
4
5 6