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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 %
BCA
151
Bray Capital Advisors
Florida
$1.34M +$924K +17,260 +221%
MWP
152
Moller Wealth Partners
$1.31M +$1.31M +24,389 New
CRCM
153
Corbett Road Capital Management
Virginia
$1.3M +$1.3M +24,273 New
OAM
154
Occidental Asset Management
California
$1.3M – – –
SCG
155
Sonata Capital Group
Washington
$1.29M +$26.8K +500 +2%
CCA
156
Clearwater Capital Advisors
Illinois
$1.28M -$91.1K -1,702 -7%
LSPW
157
Lake Street Private Wealth
Illinois
$1.28M +$497K +9,290 +64%
Stifel Financial
158
Stifel Financial
Missouri
$1.27M +$7.94K +148 +0.6%
SAM
159
S.A. Mason
Michigan
$1.26M +$1.26M +23,465 New
MA
160
Mangham Associates
Virginia
$1.22M -$42.1K -786 -3%
CWM
161
CMH Wealth Management
New Hampshire
$1.21M +$15.7K +293 +1%
AWM
162
Apollon Wealth Management
South Carolina
$1.19M +$45.4K +842 +4%
BWA
163
Burt Wealth Advisors
Maryland
$1.17M +$69.6K +1,300 +6%
SSWM
164
Sheets Smith Wealth Management
North Carolina
$1.17M +$725K +13,532 +164%
WFM
165
Wolff Financial Management
Michigan
$1.16M +$5.25K +98 +0.5%
CWS
166
Cypress Wealth Services
California
$1.16M +$382K +7,140 +49%
EIA
167
Eldridge Investment Advisors
New Hampshire
$1.16M +$631K +11,782 +120%
BCM
168
Blume Capital Management
California
$1.15M – – –
NFG
169
Next Financial Group
Texas
$1.14M +$108K +2,013 +10%
LW
170
Linscomb Wealth
Texas
$1.13M +$465K +8,682 +70%
AIC
171
Ameritas Investment Company
Nebraska
$1.09M +$608K +11,358 +127%
LPT
172
Legacy Private Trust
Wisconsin
$1.09M – – –
AWM
173
AE Wealth Management
Kansas
$1.04M +$65.7K +1,228 +7%
RVPG
174
Relative Value Partners Group
$1.03M +$494K +9,231 +92%
I
175
INVST
Indiana
$1.02M +$136K +2,548 +15%
5 6
7
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