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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$106M
2
W
2
Wealthfront
California
$585M
3
Jane Street
3
Jane Street
New York
$71.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$28.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$581M
2
BC
2
Brinker Capital
Pennsylvania
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$14.4M
4
ST
4
Smithfield Trust
Pennsylvania
$4.51M
5
RFO
5
RiverGlades Family Offices
Florida
$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
151
Creative Financial Designs
Indiana
$282K -$104K -2,056 -27%
PFC
152
Personal Financial Consultants
California
$282K +$282K +5,586 New
PWM
153
Paulson Wealth Management
Illinois
$280K +$7.12K +142 +3%
AAP
154
Arax Advisory Partners
Colorado
$280K +$280K +5,545 New
FA
155
FC Advisory
Pennsylvania
$274K +$1.26K +25 +0.5%
WLIM
156
White Lighthouse Investment Management
Massachusetts
$273K -$35.4K -700 -11%
CMBA
157
C.M. Bidwell & Associates
Hawaii
$267K +$56.4K +1,118 +27%
PHIMC
158
Private Harbour Investment Management & Counsel
Ohio
$266K -$35.3K -700 -12%
AWMG
159
Alliance Wealth Management Group
New Jersey
$253K – – –
TCM
160
Towercrest Capital Management
Pennsylvania
$253K – – –
IA
161
IFG Advisory
Georgia
$250K +$9.83K +195 +4%
TC
162
Telemus Capital
Michigan
$250K +$250K +4,950 New
WS
163
Wedbush Securities
California
$242K +$3.33K +66 +1%
CCA
164
Clearwater Capital Advisors
Illinois
$240K +$240K +4,745 New
CPA
165
Clear Perspective Advisors
Illinois
$240K +$240K +4,750 New
HDIM
166
Hanson & Doremus Investment Management
Vermont
$239K -$19.7K -390 -8%
First Trust Advisors
167
First Trust Advisors
Illinois
$238K +$238K +4,709 New
JWS
168
Juncture Wealth Strategies
Arizona
$232K -$6.87K -136 -3%
SFM
169
Signature Financial Management
Virginia
$230K +$230K +4,562 New
WTC
170
WhitTier Trust Company
Nevada
$227K – – –
V
171
Veritable
Delaware
$227K – – –
VAM
172
Verity Asset Management
North Carolina
$225K – – –
FHC
173
First Heartland Consultants
Missouri
$219K – – –
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$218K +$218K +4,319 New
SLA
175
Silver Lake Advisory
Utah
$206K +$206K +4,075 New
5 6
7
8 9