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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

176 hedge funds and large institutions have $1.72B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 12 closing their positions.

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.04%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
33
Increased
91
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
1
Wealthfront
California
$436M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$65.6M
3
Bank of America
3
Bank of America
North Carolina
$57.8M
4
RJA
4
Raymond James & Associates
Florida
$212M
5
UBS Group
5
UBS Group
Switzerland
$46.8M

Top Sellers

1
LPT
1
Legacy Private Trust
Wisconsin
$3.5M
2
ST
2
Smithfield Trust
Pennsylvania
$11.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.19M
4
PAG
4
Private Advisor Group
New Jersey
$1.08M
5
RFO
5
RiverGlades Family Offices
Florida
$5.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
76
Vanguard Group
Pennsylvania
$1.18M 23,271 +872 +4%
M&T Bank
77
M&T Bank
New York
$1.16M 22,888 +14,364 +169%
PAG
78
Private Advisor Group
New Jersey
$1.08M 21,234 -131,269 -86%
FCIM
79
Fairview Capital Investment Management
California
$1.01M 19,800 +19,800 New
AIM
80
AMI Investment Management
Indiana
$989K 19,459 -1,100 -5%
OAM
81
Occidental Asset Management
California
$925K 18,200 – –
NFG
82
Next Financial Group
Texas
$900K 17,706 +17,706 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$868K 17,073 +3,598 +27%
PEA
84
Pacific Edge Advisors
California
$864K 17,000 +17,000 New
EA
85
Edge Advisors
Georgia
$830K 16,346 -55,729 -77%
GEA
86
Glen Eagle Advisors
New Jersey
$824K 16,209 +3,051 +23%
CA
87
Cetera Advisors
Colorado
$810K 15,933 +15,933 New
PMFA
88
Plante Moran Financial Advisors
Michigan
$801K 15,769 +225 +1%
WWM
89
Windsor Wealth Management
Indiana
$793K 15,608 +7,597 +95%
AWA
90
Arete Wealth Advisors
Illinois
$783K 15,416 +7,691 +100%
CT
91
Coastline Trust
Rhode Island
$774K 15,230 +100 +0.7%
RWM
92
RKL Wealth Management
Pennsylvania
$747K 14,690 +2,074 +16%
CWM
93
Cornerstone Wealth Management
Missouri
$712K 13,993 -980 -7%
SCG
94
Sonata Capital Group
Washington
$711K 14,000 +1,000 +8%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$701K 13,790 -1,148 -8%
NC
96
NewSquare Capital
Pennsylvania
$696K 13,695 -886 -6%
BCM
97
Blume Capital Management
California
$680K 13,400 – –
SP
98
Successful Portfolios
Florida
$665K 13,085 +200 +2%
AACR
99
ACR Alpine Capital Research
Missouri
$655K 12,884 -1,169 -8%
CWS
100
Cypress Wealth Services
California
$617K 12,145 -2,482 -17%
2 3
4
5 6