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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$3.17M +$3.17M +58,149 New
CA
127
Cetera Advisors
Colorado
$3.16M +$172K +3,165 +6%
CSM
128
CAMG Solamere Management
North Carolina
$3.14M -$312K -5,735 -9%
MWM
129
McNaughton Wealth Management
California
$3.12M +$153K +2,807 +5%
CAN
130
Cetera Advisor Networks
California
$3.05M -$352K -6,469 -10%
SWG
131
Summit Wealth Group
Vermont
$2.99M +$245K +4,499 +9%
PCWA
132
Pacific Capital Wealth Advisors
California
$2.93M +$72.3K +1,328 +3%
AF
133
Allworth Financial
California
$2.92M -$12.1K -223 -0.4%
EGA
134
Eagle Global Advisors
Texas
$2.9M +$389K +7,140 +15%
ASN
135
Advisory Services Network
Georgia
$2.88M -$158K -2,895 -5%
BCA
136
Bray Capital Advisors
Florida
$2.86M +$914K +16,785 +47%
CFB
137
Cullen/Frost Bankers
Texas
$2.83M +$30.2K +555 +1%
BF
138
BOK Financial
Oklahoma
$2.81M +$256K +4,700 +10%
RJT
139
Raymond James Trust
Florida
$2.8M -$32.4K -595 -1%
GDP
140
Great Diamond Partners
Maine
$2.79M -$87.7K -1,611 -3%
SW
141
SteelPeak Wealth
California
$2.78M +$407K +7,468 +17%
MFS
142
McNamara Financial Services
Massachusetts
$2.76M +$16.2K +297 +0.6%
OMC
143
Old Mission Capital
Illinois
$2.73M +$2.73M +50,107 New
HIM
144
Hanlon Investment Management
New Jersey
$2.7M +$2.7M +49,547 New
BWA
145
BDO Wealth Advisors
Florida
$2.66M -$32.1K -589 -1%
EA
146
Elm Advisors
California
$2.64M – – –
CPO
147
Cerity Partners OCIO
New York
$2.63M +$115K +2,116 +5%
PI
148
PFS Investments
Georgia
$2.61M +$903K +16,597 +53%
SI
149
Stephens Inc
Arkansas
$2.51M -$1.29M -23,600 -34%
Goldman Sachs
150
Goldman Sachs
New York
$2.5M -$250K -4,585 -9%
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