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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

388 hedge funds and large institutions have $4.52B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 181 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+73
Holders Change %
+23.17%
% of All Funds
7.66%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
95
Increased
181
Reduced
53
Closed
15
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$787M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$333M
5
Truist Financial
5
Truist Financial
North Carolina
$20.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$326M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.04M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSM
76
CAMG Solamere Management
North Carolina
$4.19M +$349K +6,516 +9%
APC
77
Aspire Private Capital
North Carolina
$4.11M +$462K +8,626 +13%
FCM
78
Firestone Capital Management
Florida
$4.04M +$4.04M +75,395 New
CAMG
79
CWA Asset Management Group
Florida
$3.91M -$346K -6,469 -8%
MML Investors Services
80
MML Investors Services
Massachusetts
$3.76M -$187K -3,494 -5%
CAN
81
Cetera Advisor Networks
California
$3.64M +$2.36M +44,098 +184%
SI
82
Stephens Inc
Arkansas
$3.62M -$92.9K -1,735 -2%
RJT
83
Raymond James Trust
Florida
$3.61M -$287K -5,354 -7%
RPG
84
Resource Planning Group
Georgia
$3.56M -$1.33M -24,910 -27%
CT
85
Coastline Trust
Rhode Island
$3.54M +$77.4K +1,445 +2%
PCWA
86
Pacific Capital Wealth Advisors
California
$3.51M +$3.51M +65,641 New
PO
87
Private Ocean
California
$3.41M +$3.06M +57,167 +886%
ACA
88
Ackerman Capital Advisors
Texas
$3.4M +$3.4M +63,498 New
RWA
89
Redhawk Wealth Advisors
Minnesota
$3.39M +$114K +2,133 +3%
VC
90
Vicus Capital
Pennsylvania
$3.36M -$5.78K -108 -0.2%
US Bancorp
91
US Bancorp
Minnesota
$3.35M +$2.33M +43,446 +227%
RFO
92
RiverGlades Family Offices
Florida
$3.32M +$11.5K +215 +0.3%
VFA
93
Valeo Financial Advisors
Indiana
$3.31M +$595K +11,117 +22%
BCWM
94
Bartlett & Co Wealth Management
Ohio
$3.28M +$84.9K +1,585 +3%
SQA
95
Simon Quick Advisors
New Jersey
$3.26M +$3.26M +60,795 New
NNP
96
Nachman Norwood & Parrott
South Carolina
$3.25M +$5.73K +107 +0.2%
RGC
97
Roberts, Glore & Co
Illinois
$3.14M +$698K +13,030 +29%
AI
98
Atria Investments
North Carolina
$3.09M +$24.6K +459 +0.8%
BWA
99
BDO Wealth Advisors
Florida
$3.05M +$171K +3,190 +6%
LPWM
100
Lake Point Wealth Management
Texas
$3.04M +$3.04M +56,855 New
2 3
4
5 6