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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Tortoise Investment Management
New York
$1.55M +$1.53M +28,990 +9,568%
SFSG
152
Sound Financial Strategies Group
Mississippi
$1.52M -$196K -3,704 -11%
LSPW
153
Lake Street Private Wealth
Illinois
$1.49M +$228K +4,316 +18%
PCS
154
Personal CFO Solutions
New Jersey
$1.48M – – –
RWP
155
Reliant Wealth Planning
Kentucky
$1.46M +$1.46M +27,586 New
OL
156
Optas LLC
Texas
$1.45M -$94.8K -1,794 -6%
MFG
157
MidWestOne Financial Group
Iowa
$1.45M -$129K -2,445 -8%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$1.42M -$576K -10,876 -29%
SCG
159
Sonata Capital Group
Washington
$1.41M +$132K +2,500 +10%
ATC
160
Argent Trust Co
Tennessee
$1.41M – – –
SSWM
161
Sheets Smith Wealth Management
North Carolina
$1.4M +$251K +4,738 +22%
RPG
162
Resource Planning Group
Georgia
$1.39M -$2.12M -40,130 -60%
SS
163
Simplicity Solutions
Minnesota
$1.39M +$1.39M +26,235 New
EA
164
Emerald Advisors
Washington
$1.39M +$1.39M +26,270 New
BAM
165
Baldrige Asset Management
Pennsylvania
$1.38M -$220K -4,162 -14%
FCIM
166
Fairview Capital Investment Management
California
$1.36M -$52.1K -984 -4%
CP
167
Camelot Portfolios
Ohio
$1.32M +$1.32M +24,886 New
AIC
168
Ameritas Investment Company
Nebraska
$1.31M +$238K +4,501 +22%
FAIM
169
Financial Advocates Investment Management
Washington
$1.27M -$85.6K -1,619 -6%
CCA
170
Clearwater Capital Advisors
Illinois
$1.26M -$3.7K -70 -0.3%
BWA
171
Burt Wealth Advisors
Maryland
$1.26M +$107K +2,029 +9%
AWM
172
Apollon Wealth Management
South Carolina
$1.26M +$94.4K +1,785 +8%
WFM
173
Wolff Financial Management
Michigan
$1.26M +$108K +2,044 +9%
BF
174
BOK Financial
Oklahoma
$1.25M +$1.25M +23,560 New
HSWM
175
Hubbell Strickland Wealth Management
Louisiana
$1.23M -$204K -3,857 -14%
5 6
7
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