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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$140M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$950M
3
CSIA
3
Charles Schwab Investment Advisory
California
$709M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$294M
5
UBS Group
5
UBS Group
Switzerland
$134M

Top Sellers

1
PFP
1
Pinnacle Financial Partners
Tennessee
$17.8M
2
CS
2
Credit Suisse
Switzerland
$1.07M
3
PP
3
Paloma Partners
Connecticut
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22M
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APC
76
Aspire Private Capital
North Carolina
$3.66M 68,178 +8,885 +15%
PCA
77
Personal Capital Advisors
California
$3.65M 68,034 +3,801 +6%
GIM
78
Greenwich Investment Management
Connecticut
$3.63M 67,736 -18,510 -21%
CT
79
Coastline Trust
Rhode Island
$3.47M 64,755 +4,290 +7%
VC
80
Vicus Capital
Pennsylvania
$3.37M 62,817 +552 +0.9%
RFO
81
RiverGlades Family Offices
Florida
$3.31M 61,695 +1,100 +2%
RWA
82
Redhawk Wealth Advisors
Minnesota
$3.28M 61,253 +61,253 New
NNP
83
Nachman Norwood & Parrott
South Carolina
$3.25M 60,649 – –
BC
84
Bartlett & Co
Ohio
$3.2M 59,653 +4,310 +8%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$3.2M 59,653 +4,310 +8%
AI
86
Atria Investments
North Carolina
$3.07M 57,279 -1,514 -3%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$2.95M 55,059 +30,606 +125%
BWA
88
BDO Wealth Advisors
Florida
$2.89M 53,800 – –
VFA
89
Valeo Financial Advisors
Indiana
$2.72M 50,715 +7,329 +17%
NG
90
Northstar Group
New York
$2.71M 50,603 -282 -0.6%
LNC
91
Lincoln National Corp
Pennsylvania
$2.58M 48,175 +16,067 +50%
EA
92
Elm Advisors
California
$2.58M 48,080 +380 +0.8%
CAM
93
Caprin Asset Management
Virginia
$2.57M 47,786 -5,739 -11%
MFS
94
McNamara Financial Services
Massachusetts
$2.51M 47,242 -348 -0.7%
RGC
95
Roberts, Glore & Co
Illinois
$2.45M 45,700 -250 -0.5%
EGA
96
Eagle Global Advisors
Texas
$2.45M 45,596 +14,438 +46%
STMM
97
South Texas Money Management
Texas
$2.33M 43,470 -3,445 -7%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$2.32M 43,300 -3,618 -8%
HCM
99
Horiko Capital Management
New York
$2.32M 43,200 – –
CPO
100
Cerity Partners OCIO
New York
$2.3M 42,792 +94 +0.2%
2 3
4
5 6