VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

388 hedge funds and large institutions have $4.52B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 181 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+73
Holders Change %
+23.17%
% of All Funds
7.66%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
95
Increased
181
Reduced
53
Closed
15
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$787M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$333M
5
Truist Financial
5
Truist Financial
North Carolina
$20.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$326M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.04M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
126
Fidelity Investments
Massachusetts
$2M +$239K +4,468 +14%
WANY
127
Wealthspire Advisors (New York)
New York
$1.99M -$259K -4,844 -12%
SFS
128
Sowell Financial Services
Arkansas
$1.98M +$1.98M +36,890 New
AWA
129
Arete Wealth Advisors
Illinois
$1.93M +$1.47M +27,535 +323%
HDIM
130
Hanson & Doremus Investment Management
Vermont
$1.9M +$419K +7,829 +28%
NGA
131
Naples Global Advisors
Florida
$1.86M -$2.68K -50 -0.1%
SW
132
SteelPeak Wealth
California
$1.85M +$1.85M +34,507 New
DL
133
DOHJ LLC
Washington
$1.75M +$1.75M +32,742 New
SFSG
134
Sound Financial Strategies Group
Mississippi
$1.74M +$1.74M +32,520 New
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$1.72M +$583K +10,890 +51%
GEA
136
Glen Eagle Advisors
New Jersey
$1.7M +$198K +3,705 +13%
PA
137
Paracle Advisors
Washington
$1.68M +$190K +3,544 +13%
BAM
138
Baldrige Asset Management
Pennsylvania
$1.62M +$28.3K +529 +2%
MFG
139
MidWestOne Financial Group
Iowa
$1.6M -$300K -5,612 -16%
OL
140
Optas LLC
Texas
$1.57M +$1.57M +29,281 New
TCM
141
Traynor Capital Management
Pennsylvania
$1.56M +$215K +4,025 +16%
HF
142
HRT Financial
New York
$1.54M +$1.18M +21,984 +325%
GIM
143
Greenwich Investment Management
Connecticut
$1.5M -$2.12M -39,658 -59%
PCS
144
Personal CFO Solutions
New Jersey
$1.5M – – –
HSWM
145
Hubbell Strickland Wealth Management
Louisiana
$1.45M +$115K +2,150 +9%
FCIM
146
Fairview Capital Investment Management
California
$1.43M -$107K -2,000 -7%
ATC
147
Argent Trust Co
Tennessee
$1.42M +$43.4K +810 +3%
TCBWMS
148
Texas Capital Bank Wealth Management Services
Texas
$1.41M +$1.41M +26,380 New
FAIM
149
Financial Advocates Investment Management
Washington
$1.38M +$506K +9,453 +58%
CFA
150
Capstone Financial Advisors
Illinois
$1.36M +$144K +2,687 +12%
4 5
6
7 8