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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.94%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$794M
2
CSIA
2
Charles Schwab Investment Advisory
California
$582M
3
RJA
3
Raymond James & Associates
Florida
$322M
4
Jane Street
4
Jane Street
New York
$28.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$222M

Top Sellers

1
EI
1
Ellevest Inc
New York
$15.6M
2
Bank of America
2
Bank of America
North Carolina
$59.9M
3
CWM
3
CMH Wealth Management
New Hampshire
$1.17M
4
Wells Fargo
4
Wells Fargo
California
$97.6M
5
HI
5
Hudock Inc
Pennsylvania
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$925K 17,733 -31 -0.2%
FA
127
FC Advisory
Pennsylvania
$920K 17,642 +67 +0.4%
AA
128
Ancora Advisors
Ohio
$906K 17,379 – –
PEA
129
Pacific Edge Advisors
California
$889K 17,040 +17,040 New
CAMG
130
CWA Asset Management Group
Florida
$853K 16,355 +2,207 +16%
EGA
131
Eagle Global Advisors
Texas
$819K 15,708 +9,597 +157%
WWM
132
Windsor Wealth Management
Indiana
$814K 15,608 – –
VCM
133
Versant Capital Management
Arizona
$814K 15,621 +212 +1%
BCM
134
Blume Capital Management
California
$811K 15,550 -600 -4%
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$798K 15,301 +3,449 +29%
WP
136
WealthShield Partners
North Carolina
$728K 13,954 – –
PWM
137
Paulson Wealth Management
Illinois
$725K 13,893 +958 +7%
THWM
138
Taylor Hoffman Wealth Management
Virginia
$704K 13,506 +1,301 +11%
CWM
139
Cahaba Wealth Management
Georgia
$697K 13,371 +53 +0.4%
I
140
INVST
Indiana
$696K 13,389 +1,822 +16%
LNC
141
Lincoln National Corp
Pennsylvania
$684K 13,123 +958 +8%
CWS
142
Cypress Wealth Services
California
$680K 13,036 +1,660 +15%
ATC
143
Argent Trust Co
Tennessee
$675K 12,940 – –
OA
144
Oxbow Advisors
Texas
$673K 12,903 -784 -6%
HI
145
Human Investing
Oregon
$632K 12,110 +48 +0.4%
SP
146
Successful Portfolios
Florida
$629K 12,065 -100 -0.8%
MWA
147
Martel Wealth Advisors
Washington
$623K 11,942 +373 +3%
WMA
148
Wealth Management Associates
New Jersey
$585K 11,221 -431 -4%
SIC
149
Sigma Investment Counselors
Michigan
$581K 11,150 -3,280 -23%
CCT
150
Country Club Trust
Missouri
$572K 10,972 +1,776 +19%
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6
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