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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$398M
2
CSIA
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$978M
2
AC
Athanor Capital
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$22.3M
4
RJA
Raymond James & Associates
Florida
$322M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
151
LVW Advisors
New York
$1.79M +$746K +13,785 +72%
UR
152
USCA RIA
Texas
$1.75M -$391K -7,232 -18%
SAM
153
S.A. Mason
Michigan
$1.71M -$504K -9,315 -23%
PI
154
PFS Investments
Georgia
$1.7M +$914K +16,876 +116%
EIA
155
Eldridge Investment Advisors
New Hampshire
$1.7M +$15.6K +288 +0.9%
SCG
156
Sonata Capital Group
Washington
$1.66M +$217K +4,000 +15%
MA
157
Mangham Associates
Virginia
$1.61M – – –
SSWM
158
Sheets Smith Wealth Management
North Carolina
$1.6M +$165K +3,047 +11%
SFSG
159
Sound Financial Strategies Group
Mississippi
$1.56M -$4.17K -77 -0.3%
BAM
160
Baldrige Asset Management
Pennsylvania
$1.56M +$145K +2,681 +10%
TIM
161
Tortoise Investment Management
New York
$1.54M -$46.3K -855 -3%
UCFA
162
United Capital Financial Advisors
Texas
$1.53M +$360K +6,659 +31%
PCS
163
Personal CFO Solutions
New Jersey
$1.52M – – –
ECG
164
Edge Capital Group
Georgia
$1.51M -$428K -7,905 -22%
EA
165
Emerald Advisors
Washington
$1.51M +$85.9K +1,586 +6%
RWP
166
Reliant Wealth Planning
Kentucky
$1.49M – – –
DC
167
Derby & Company
Massachusetts
$1.49M +$1.49M +27,525 New
LWP
168
Legacy Wealth Partners
California
$1.47M -$301K -5,556 -17%
TCM
169
Traynor Capital Management
Pennsylvania
$1.44M +$312K +5,764 +28%
ATC
170
Argent Trust Co
Tennessee
$1.44M – – –
CCFM
171
Clear Creek Financial Management
Washington
$1.44M +$1.44M +26,520 New
WFM
172
Wolff Financial Management
Michigan
$1.43M +$141K +2,599 +11%
RPG
173
Resource Planning Group
Georgia
$1.41M -$19K -351 -1%
FCIM
174
Fairview Capital Investment Management
California
$1.39M – – –
AWM
175
Apollon Wealth Management
South Carolina
$1.38M +$89.5K +1,653 +7%
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