We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
151
Windsor Wealth Management
Indiana
$837K
CWM
152
Cornerstone Wealth Management
Missouri
$811K -$8.62K -161 -1%
JGIA
153
Jackson Grant Investment Advisers
Connecticut
$811K +$215K +4,016 +36%
UCFA
154
United Capital Financial Advisors
Texas
$810K -$122K -2,274 -13%
VCM
155
Versant Capital Management
Arizona
$793K +$1.13K +21 +0.1%
WMA
156
Wealth Management Associates
New Jersey
$791K +$163K +3,048 +26%
LSPW
157
Lake Street Private Wealth
Illinois
$783K +$782K +14,603 New
CWS
158
Cypress Wealth Services
California
$777K
PP
159
PrairieView Partners
Minnesota
$734K +$65.7K +1,227 +10%
AA
160
Ancora Advisors
Ohio
$731K -$201K -3,748 -22%
CWM
161
Cahaba Wealth Management
Georgia
$725K +$4.23K +79 +0.6%
THWM
162
Taylor Hoffman Wealth Management
Virginia
$724K +$221K +4,134 +44%
VAM
163
Verity Asset Management
North Carolina
$709K +$410K +7,648 +137%
OA
164
Oxbow Advisors
Texas
$684K -$1.13K -21 -0.2%
DAS
165
Dynamic Advisor Solutions
Arizona
$667K +$116K +2,169 +21%
LW
166
Linscomb Wealth
Texas
$662K +$44.1K +824 +7%
BCM
167
Brookstone Capital Management
Illinois
$661K +$660K +12,320 New
CWP
168
Capital Wealth Planning
Florida
$653K +$195K +3,647 +43%
MWA
169
Martel Wealth Advisors
Washington
$650K +$11.9K +223 +2%
NC
170
NewSquare Capital
Pennsylvania
$641K +$105K +1,955 +20%
JIP
171
Jaffetilchin Investment Partners
Florida
$637K +$50.4K +941 +9%
HI
172
Human Investing
Oregon
$625K +$3.59K +67 +0.6%
WP
173
WealthShield Partners
North Carolina
$609K -$9.96K -186 -2%
CMBA
174
C.M. Bidwell & Associates
Hawaii
$599K +$338K +6,308 +130%
PI
175
PFS Investments
Georgia
$596K +$226K +4,228 +61%