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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$398M
2
CSIA
2
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$978M
2
AC
2
Athanor Capital
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.3M
4
RJA
4
Raymond James & Associates
Florida
$322M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
126
Goldman Sachs
New York
$2.73M +$1.55M +28,585 +131%
BWA
127
BDO Wealth Advisors
Florida
$2.68M -$608K -11,219 -18%
EA
128
Elm Advisors
California
$2.62M -$7.31K -135 -0.3%
FWM
129
Fairhaven Wealth Management
Illinois
$2.62M +$149K +2,753 +6%
COF
130
Capital One Financial
Virginia
$2.59M +$197K +3,634 +8%
BF
131
BOK Financial
Oklahoma
$2.55M +$1.27M +23,439 +99%
EGA
132
Eagle Global Advisors
Texas
$2.5M +$69.6K +1,285 +3%
CPO
133
Cerity Partners OCIO
New York
$2.5M +$12.3K +228 +0.5%
W
134
WealthStone
Ohio
$2.41M – – –
SW
135
SteelPeak Wealth
California
$2.36M +$509K +9,402 +28%
MWM
136
Merriman Wealth Management
Washington
$2.34M -$662K -12,228 -22%
AC
137
Apella Capital
Connecticut
$2.3M +$176K +3,251 +8%
CAM
138
Caprin Asset Management
Virginia
$2.25M -$197K -3,648 -8%
MCG
139
MACRO Consulting Group
New Jersey
$2.22M +$2.22M +41,064 New
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$2.15M -$470K -8,676 -18%
Lazard Asset Management
141
Lazard Asset Management
New York
$2.15M – – –
WANY
142
Wealthspire Advisors (New York)
New York
$2.14M -$768K -14,189 -26%
JIP
143
JBJ Investment Partners
South Carolina
$2.08M +$185K +3,425 +10%
NGA
144
Naples Global Advisors
Florida
$2.05M – – –
MA
145
MCF Advisors
Kentucky
$2.02M +$16.8K +310 +0.8%
GEA
146
Glen Eagle Advisors
New Jersey
$2.01M +$11K +203 +0.6%
HDIM
147
Hanson & Doremus Investment Management
Vermont
$1.93M +$25.8K +477 +1%
BCA
148
Bray Capital Advisors
Florida
$1.93M +$27.1K +500 +1%
LSPW
149
Lake Street Private Wealth
Illinois
$1.84M +$308K +5,692 +20%
WFA
150
Wade Financial Advisory
California
$1.83M +$58.4K +1,078 +3%
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