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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$398M
2
CSIA
2
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$978M
2
AC
2
Athanor Capital
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.3M
4
RJA
4
Raymond James & Associates
Florida
$322M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
101
Valeo Financial Advisors
Indiana
$3.68M +$200K +3,690 +6%
QWM
102
Quaker Wealth Management
New Jersey
$3.66M +$3.66M +67,541 New
MML Investors Services
103
MML Investors Services
Massachusetts
$3.55M +$133K +2,457 +4%
OC
104
Oakworth Capital
Alabama
$3.53M +$3.53M +65,186 New
MWM
105
Mattern Wealth Management
Kansas
$3.48M +$3.48M +64,352 New
CSM
106
CAMG Solamere Management
North Carolina
$3.43M -$577K -10,653 -14%
RFO
107
RiverGlades Family Offices
Florida
$3.41M -$49.3K -910 -1%
CAN
108
Cetera Advisor Networks
California
$3.38M +$1.42M +26,299 +73%
RGC
109
Roberts, Glore & Co
Illinois
$3.28M +$166K +3,075 +5%
BCWM
110
Bartlett & Co Wealth Management
Ohio
$3.21M -$2.71K -50 -0.1%
BC
111
Bartlett & Co
Ohio
$3.21M -$2.71K -50 -0.1%
NG
112
Northstar Group
New York
$3.21M +$46.9K +867 +1%
AI
113
Atria Investments
North Carolina
$3.03M +$3.03M +56,027 New
ASN
114
Advisory Services Network
Georgia
$3.02M +$692K +12,788 +30%
PG
115
Proffitt & Goodson
Tennessee
$3M +$3M +55,463 New
CA
116
Cetera Advisors
Colorado
$2.97M +$2.7M +49,805 +995%
MWM
117
McNaughton Wealth Management
California
$2.95M +$140K +2,589 +5%
AF
118
Allworth Financial
California
$2.91M +$544K +10,054 +23%
GDP
119
Great Diamond Partners
Maine
$2.87M -$276K -5,099 -9%
PCWA
120
Pacific Capital Wealth Advisors
California
$2.84M -$301K -5,557 -10%
EWM
121
Executive Wealth Management
Michigan
$2.82M -$831K -15,349 -23%
RJT
122
Raymond James Trust
Florida
$2.81M -$97.6K -1,803 -3%
CFB
123
Cullen/Frost Bankers
Texas
$2.78M – – –
MFS
124
McNamara Financial Services
Massachusetts
$2.73M +$59.9K +1,107 +2%
SWG
125
Summit Wealth Group
Vermont
$2.73M +$467K +8,631 +21%
3 4
5
6 7