VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$106M
2
W
2
Wealthfront
California
$585M
3
Jane Street
3
Jane Street
New York
$71.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$28.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$581M
2
BC
2
Brinker Capital
Pennsylvania
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$14.4M
4
ST
4
Smithfield Trust
Pennsylvania
$4.51M
5
RFO
5
RiverGlades Family Offices
Florida
$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
126
RKL Wealth Management
Pennsylvania
$556K +$122K +2,417 +28%
CTB
127
Country Trust Bank
Illinois
$553K +$22K +435 +4%
LW
128
Linscomb Wealth
Texas
$551K – – –
SHCM
129
Stokes & Hubbell Capital Management
Louisiana
$542K +$243K +4,810 +81%
AA
130
Ancora Advisors
Ohio
$505K – – –
AIP
131
Almanack Investment Partners
Pennsylvania
$504K +$504K +10,096 New
CCT
132
Country Club Trust
Missouri
$487K +$72.1K +1,426 +17%
EGA
133
Eagle Global Advisors
Texas
$485K +$89.7K +1,778 +23%
LCM
134
Leisure Capital Management
California
$451K +$43.3K +856 +11%
AACR
135
ACR Alpine Capital Research
Missouri
$446K -$49.5K -980 -10%
BWA
136
Burt Wealth Advisors
Maryland
$409K – – –
IA
137
IFP Advisors
Florida
$393K +$332K +6,582 +549%
TIM
138
Tortoise Investment Management
New York
$392K – – –
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$388K +$93.2K +1,844 +32%
Stifel Financial
140
Stifel Financial
Missouri
$363K +$126K +2,495 +53%
CAN
141
Cetera Advisor Networks
California
$345K +$345K +6,818 New
Citigroup
142
Citigroup
New York
$342K – – –
JIR
143
James Investment Research
Ohio
$342K +$7.57K +150 +2%
SIM
144
Sigma Investment Management
Oregon
$327K – – –
CIM
145
Cambria Investment Management
California
$314K +$85.8K +1,697 +38%
AWE
146
Avidian Wealth Enterprises
Texas
$309K -$40.9K -810 -12%
HFA
147
Huber Financial Advisors
Illinois
$307K -$66.9K -1,322 -18%
BJL
148
Brighton Jones LLC
Washington
$297K +$297K +5,880 New
PWMAG
149
Pinnacle Wealth Management Advisory Group
New Jersey
$293K -$140K -2,765 -32%
PA
150
Pinnacle Associates
New York
$293K -$140K -2,765 -32%
4 5
6
7 8