VTEB icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$101K 1,950 – –
CFD
102
Creative Financial Designs
Indiana
$100K 1,932 +1,932 New
CCM
103
Cribstone Capital Management
Maine
$98K 1,890 – –
CHP
104
Cable Hill Partners
Oregon
$96K 1,859 +1,859 New
Lazard Asset Management
105
Lazard Asset Management
New York
– – – –
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K 1,686 +512 +44%
VFA
107
Valeo Financial Advisors
Indiana
$72K 1,395 +1,395 New
BWA
108
Burt Wealth Advisors
Maryland
$71K 1,370 – –
Citigroup
109
Citigroup
New York
$55K 1,060 – –
LWM
110
Lenox Wealth Management
Ohio
$46K 900 – –
HDIM
111
Hanson & Doremus Investment Management
Vermont
$41K 800 +319 +66%
GAM
112
Gemmer Asset Management
California
$40K 775 +775 New
US Bancorp
113
US Bancorp
Minnesota
$26K 500 – –
AIP
114
Ameritas Investment Partners
Nebraska
$25K 500 +500 New
SSB
115
Sandy Spring Bank
Maryland
$15K 300 – –
CPIG
116
Chicago Partners Investment Group
Illinois
$13K 259 +259 New
NSIM
117
North Star Investment Management
Illinois
$10K 200 – –
MFT
118
Moisand Fitzgerald Tamayo
Florida
$6K 124 +124 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$5K 95 – –
LYV
120
Live Your Vision
Pennsylvania
$1K 22 -105 -83%
MML Investors Services
121
MML Investors Services
Massachusetts
– – -17,922 Closed
PAS
122
Park Avenue Securities
New York
– – -12,701 Closed
Bank of New York Mellon
123
Bank of New York Mellon
New York
– – -12,168 Closed
EFS
124
Essex Financial Services
Connecticut
– – -4,815 Closed
SWM
125
Segment Wealth Management
Texas
– – -4,240 Closed
2 3 4
5
6