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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
1CP
101
1607 Capital Partners
Virginia
$3.23M 60,959 +60,959 New
BWA
102
BDO Wealth Advisors
Florida
$3.21M 60,730 +3,740 +7%
BC
103
Bartlett & Co
Ohio
$3.14M 59,348 +59,348 New
BCWM
104
Bartlett & Co Wealth Management
Ohio
$3.14M 59,348 -1,890 -3%
NG
105
Northstar Group
New York
$3.09M 58,387 +5,067 +10%
GDP
106
Great Diamond Partners
Maine
$3.07M 58,045 +58,045 New
PCWA
107
Pacific Capital Wealth Advisors
California
$3.07M 58,000 -7,641 -12%
RGC
108
Roberts, Glore & Co
Illinois
$3.04M 57,490 -1,240 -2%
LPWM
109
Lake Point Wealth Management
Texas
$2.94M 55,659 -1,196 -2%
MWM
110
Merriman Wealth Management
Washington
$2.93M 55,470 +40,850 +279%
A
111
AdvicePeriod
California
$2.88M 54,422 +6,437 +13%
RJT
112
Raymond James Trust
Florida
$2.84M 53,758 -13,740 -20%
WANY
113
Wealthspire Advisors (New York)
New York
$2.84M 53,727 +16,522 +44%
AWA
114
Arete Wealth Advisors
Illinois
$2.84M 53,681 +17,627 +49%
MWM
115
McNaughton Wealth Management
California
$2.75M 51,937 +470 +0.9%
CFB
116
Cullen/Frost Bankers
Texas
$2.72M 51,373 +51,003 +13,785%
MFS
117
McNamara Financial Services
Massachusetts
$2.61M 49,366 +2,038 +4%
EA
118
Elm Advisors
California
$2.57M 48,565 +220 +0.5%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$2.56M 48,470 +4,913 +11%
RVPG
120
Relative Value Partners Group
$2.43M 46,019 +26,785 +139%
CPO
121
Cerity Partners OCIO
New York
$2.43M 45,953 +1,955 +4%
FWM
122
Fairhaven Wealth Management
Illinois
$2.42M 45,663 +45,663 New
CAM
123
Caprin Asset Management
Virginia
$2.4M 45,265 -3,766 -8%
EGA
124
Eagle Global Advisors
Texas
$2.38M 44,905 -9,300 -17%
W
125
WealthStone
Ohio
$2.36M 44,532 -127,125 -74%
3 4
5
6 7