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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.35%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$878M
2
CSIA
2
Charles Schwab Investment Advisory
California
$658M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$264M
4
UBS Group
4
UBS Group
Switzerland
$121M
5
Wells Fargo
5
Wells Fargo
California
$121M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
EI
2
Ellevest Inc
New York
$0
3
RMC
3
Regis Management Company
California
$11.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Ameriprise
5
Ameriprise
Minnesota
$21.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Bartlett & Co
Ohio
$2.94M 55,343 +235 +0.4%
MAM
77
Meeder Asset Management
Ohio
$2.86M 53,946 +47,953 +800%
BWA
78
BDO Wealth Advisors
Florida
$2.86M 53,800 +7,500 +16%
CAM
79
Caprin Asset Management
Virginia
$2.84M 53,525 -7,690 -13%
NG
80
Northstar Group
New York
$2.7M 50,885 +2,668 +6%
CS
81
Credit Suisse
Switzerland
$2.65M 50,000 +50,000 New
BFA
82
Bragg Financial Advisors
North Carolina
$2.6M 49,016 +10,790 +28%
LPWM
83
Lake Point Wealth Management
Texas
$2.6M 48,976 – –
EA
84
Elm Advisors
California
$2.53M 47,700 +60 +0.1%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$2.49M 46,918 -108 -0.2%
STMM
86
South Texas Money Management
Texas
$2.49M 46,915 +506 +1%
MFS
87
McNamara Financial Services
Massachusetts
$2.48M 47,590 -183 -0.4%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.48M 46,721 +7,751 +20%
MA
89
MCF Advisors
Kentucky
$2.48M 46,683 +82 +0.2%
RGC
90
Roberts, Glore & Co
Illinois
$2.44M 45,950 +250 +0.5%
VFA
91
Valeo Financial Advisors
Indiana
$2.3M 43,386 +2,766 +7%
HCM
92
Horiko Capital Management
New York
$2.29M 43,200 – –
WANY
93
Wealthspire Advisors (New York)
New York
$2.27M 42,836 -6,394 -13%
CPO
94
Cerity Partners OCIO
New York
$2.27M 42,698 – –
ASN
95
Advisory Services Network
Georgia
$2.26M 42,604 -20 -0%
PAG
96
Private Advisor Group
New Jersey
$2.14M 40,400 -11,940 -23%
ECG
97
Edge Capital Group
Georgia
$2.13M 40,163 – –
MFG
98
MidWestOne Financial Group
Iowa
$1.88M 35,463 +35,463 New
CPA
99
Clear Perspective Advisors
Illinois
$1.84M 34,650 +15,100 +77%
NGA
100
Naples Global Advisors
Florida
$1.83M 34,415 -400 -1%
2 3
4
5 6