VTEB icon

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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
101
Bank of New York Mellon
New York
$2.98M 55,694 +635 +1%
EGA
102
Eagle Global Advisors
Texas
$2.9M 54,205 +8,609 +19%
NG
103
Northstar Group
New York
$2.86M 53,320 +2,717 +5%
MWM
104
McNaughton Wealth Management
California
$2.75M 51,467 +51,467 New
LNC
105
Lincoln National Corp
Pennsylvania
$2.7M 50,347 +2,172 +5%
CAM
106
Caprin Asset Management
Virginia
$2.63M 49,031 +1,245 +3%
EA
107
Elm Advisors
California
$2.59M 48,345 +265 +0.6%
A
108
AdvicePeriod
California
$2.57M 47,985 +10,295 +27%
MFS
109
McNamara Financial Services
Massachusetts
$2.53M 47,328 +86 +0.2%
CPO
110
Cerity Partners OCIO
New York
$2.39M 43,998 +1,206 +3%
ASN
111
Advisory Services Network
Georgia
$2.38M 44,458 +1,854 +4%
HCM
112
Horiko Capital Management
New York
$2.37M 44,300 +1,100 +3%
MPWT
113
MassMutual Private Wealth & Trust
Connecticut
$2.33M 43,557 +257 +0.6%
CTB
114
Country Trust Bank
Illinois
$2.29M 42,825 +5,372 +14%
LA
115
LVW Advisors
New York
$2.17M 40,531 -2,123 -5%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$2.15M 40,205 +7,260 +22%
LWP
117
Legacy Wealth Partners
California
$2.15M 39,557 +39,557 New
CPA
118
Clear Perspective Advisors
Illinois
$2.13M 39,850 -29,450 -42%
AF
119
Allworth Financial
California
$2.13M 39,855 – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$2.13M 39,751 +39,751 New
MA
121
MCF Advisors
Kentucky
$2.09M 39,023 -1,487 -4%
SWG
122
Summit Wealth Group
Vermont
$2.08M 38,922 +38,922 New
ECG
123
Edge Capital Group
Georgia
$2.07M 38,560 – –
CONA
124
Capital One National Association
New York
$2.05M 38,330 +38,330 New
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$2.01M 37,628 -1,305 -3%
3 4
5
6 7