We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

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.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292 → 315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.09% more ownership

Funds ownership: 66.98% → 67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
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
JP Morgan Chase
JP Morgan Chase
New York
+$139M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$63.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$44.8M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$27.6M
5
UBS Group
UBS Group
Switzerland
+$12M

Top Sellers

1
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
-$3.35M
2
CS
Credit Suisse
Switzerland
-$1.61M
3
PP
Paloma Partners
Connecticut
-$1.59M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.39M
5
DWM
Dakota Wealth Management
Florida
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
101
LVW Advisors
New York
$2.29M +$1.22M +22,704 +114%
ASN
102
Advisory Services Network
Georgia
$2.26M – – –
WANY
103
Wealthspire Advisors (New York)
New York
$2.25M -$42.2K -787 -2%
MA
104
MCF Advisors
Kentucky
$2.17M -$331K -6,173 -13%
AF
105
Allworth Financial
California
$2.14M +$891K +16,638 +72%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$2.09M -$417K -7,788 -17%
ECG
107
Edge Capital Group
Georgia
$2.07M -$85.9K -1,603 -4%
A
108
AdvicePeriod
California
$2.02M +$840K +15,690 +71%
CTB
109
Country Trust Bank
Illinois
$2.01M +$1.4M +26,132 +231%
MFG
110
MidWestOne Financial Group
Iowa
$1.9M – – –
NGA
111
Naples Global Advisors
Florida
$1.86M +$16.1K +300 +0.9%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$1.77M +$312K +5,834 +22%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$1.76M +$482K +9,002 +38%
SFS
114
Strategic Financial Services
New York
$1.64M +$1.64M +30,650 New
BAM
115
Baldrige Asset Management
Pennsylvania
$1.59M +$259K +4,828 +19%
FCIM
116
Fairview Capital Investment Management
California
$1.54M – – –
GEA
117
Glen Eagle Advisors
New Jersey
$1.51M +$71.2K +1,329 +5%
PCS
118
Personal CFO Solutions
New Jersey
$1.5M +$1.5M +28,000 New
PA
119
Paracle Advisors
Washington
$1.49M +$9.86K +184 +0.7%
HDIM
120
Hanson & Doremus Investment Management
Vermont
$1.48M +$235K +4,391 +19%
ATC
121
Argent Trust Co
Tennessee
$1.38M – – –
CCA
122
Clearwater Capital Advisors
Illinois
$1.38M -$17.6K -328 -1%
TCM
123
Traynor Capital Management
Pennsylvania
$1.35M +$617K +11,522 +85%
HSWM
124
Hubbell Strickland Wealth Management
Louisiana
$1.34M +$1.34M +24,969 New
OAM
125
Occidental Asset Management
California
$1.3M +$61.6K +1,150 +5%
3 4
5
6 7