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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
101
Firestone Capital Management
Florida
$4.49M 82,399 +728 +0.9%
V
102
Veritable
Delaware
$4.44M 81,598 +77,095 +1,712%
BSAM
103
Blue Square Asset Management
New York
$4.27M 78,338 -1,845 -2%
VC
104
Vicus Capital
Pennsylvania
$4.21M 77,240 -296 -0.4%
MWM
105
Mattern Wealth Management
Kansas
$4.18M 76,706 +12,354 +19%
MML Investors Services
106
MML Investors Services
Massachusetts
$4.16M 76,473 +10,993 +17%
VFA
107
Valeo Financial Advisors
Indiana
$4.16M 76,448 +8,490 +12%
AWM
108
Aprio Wealth Management
Georgia
$4.16M 76,345 – –
BCI
109
Brinker Capital Investments
Pennsylvania
$4.13M 75,802 +1,241 +2%
1CP
110
1607 Capital Partners
Virginia
$4.07M 74,800 +74,800 New
IWP
111
Insight Wealth Partners
Texas
$4.06M 74,590 +74,590 New
LNC
112
Lincoln National Corp
Pennsylvania
$3.91M 71,785 -6,231 -8%
RGC
113
Roberts, Glore & Co
Illinois
$3.71M 68,220 +7,655 +13%
LA
114
LVW Advisors
New York
$3.61M 66,274 +33,285 +101%
Bank of New York Mellon
115
Bank of New York Mellon
New York
$3.56M 65,428 -171,926 -72%
OC
116
Oakworth Capital
Alabama
$3.55M 65,186 – –
AI
117
Atria Investments
North Carolina
$3.53M 64,880 +8,853 +16%
RFO
118
RiverGlades Family Offices
Florida
$3.47M 63,665 +640 +1%
FHC
119
First Horizon Corporation
Tennessee
$3.47M 63,672 +63,672 New
NG
120
Northstar Group
New York
$3.45M 63,300 +4,046 +7%
AWA
121
Arete Wealth Advisors
Illinois
$3.38M 62,343 +5,877 +10%
I
122
INVST
Indiana
$3.29M 60,592 +39,531 +188%
EWM
123
Executive Wealth Management
Michigan
$3.21M 59,000 +6,822 +13%
BC
124
Bartlett & Co
Ohio
$3.17M 58,243 -1,055 -2%
BCWM
125
Bartlett & Co Wealth Management
Ohio
$3.17M 58,243 -1,055 -2%
3 4
5
6 7