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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$140M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$950M
3
CSIA
3
Charles Schwab Investment Advisory
California
$709M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$294M
5
UBS Group
5
UBS Group
Switzerland
$134M

Top Sellers

1
PFP
1
Pinnacle Financial Partners
Tennessee
$17.8M
2
CS
2
Credit Suisse
Switzerland
$1.07M
3
PP
3
Paloma Partners
Connecticut
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22M
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$1.29M 23,915 +7,536 +46%
SCG
127
Sonata Capital Group
Washington
$1.27M 23,600 +4,400 +23%
MA
128
Mangham Associates
Virginia
$1.26M 23,494 +7,235 +44%
Stifel Financial
129
Stifel Financial
Missouri
$1.26M 23,443 -6,691 -22%
Betterment LLC
130
Betterment LLC
New York
$1.26M 23,671 – –
COI
131
Capital One Investing
Virginia
$1.24M 23,161 +23,161 New
CFA
132
Capstone Financial Advisors
Illinois
$1.22M 22,669 +1,571 +7%
CWM
133
CMH Wealth Management
New Hampshire
$1.19M 22,228 +1,738 +8%
WFM
134
Wolff Financial Management
Michigan
$1.16M 21,644 +1,916 +10%
BCM
135
Blume Capital Management
California
$1.16M 21,550 +5,000 +30%
WAM
136
Wealthspire Advisors (Maryland)
Maryland
$1.14M 21,170 +450 +2%
AWM
137
Apollon Wealth Management
South Carolina
$1.13M 21,148 +17,915 +554%
AA
138
Alesco Advisors
New York
$1.13M 21,120 -715 -3%
BWA
139
Burt Wealth Advisors
Maryland
$1.1M 20,530 +1,300 +7%
LPT
140
Legacy Private Trust
Wisconsin
$1.09M 20,303 -9,697 -32%
CS
141
Credit Suisse
Switzerland
$1.07M 20,000 -30,000 -60%
NFG
142
Next Financial Group
Texas
$1.03M 19,262 +39 +0.2%
US Bancorp
143
US Bancorp
Minnesota
$1.03M 19,109 +1,129 +6%
FA
144
FC Advisory
Pennsylvania
$987K 18,433 +655 +4%
AWM
145
AE Wealth Management
Kansas
$973K 18,145 +9,274 +105%
PWM
146
Paulson Wealth Management
Illinois
$933K 17,400 +898 +5%
PEA
147
Pacific Edge Advisors
California
$930K 17,350 +490 +3%
PA
148
PFW Advisors
Georgia
$926K 18,107 +18,107 New
I
149
INVST
Indiana
$885K 16,532 +1,532 +10%
FAIM
150
Financial Advocates Investment Management
Washington
$872K 16,258 +4,335 +36%
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