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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
151
Fairhaven Wealth Management
Illinois
$2.49M -$142K -2,603 -5%
W
152
WealthStone
Ohio
$2.42M – – –
AC
153
Apella Capital
Connecticut
$2.35M +$30.6K +562 +1%
MWM
154
Merriman Wealth Management
Washington
$2.34M -$18.6K -342 -0.8%
CCT
155
Country Club Trust
Missouri
$2.33M +$1.08M +19,824 +87%
CAM
156
Caprin Asset Management
Virginia
$2.24M -$25.9K -475 -1%
LWP
157
Legacy Wealth Partners
California
$2.22M +$744K +13,666 +50%
YIA
158
YHB Investment Advisors
Connecticut
$2.22M +$2.22M +40,809 New
MCG
159
MACRO Consulting Group
New Jersey
$2.22M -$486 -9 -0%
HDIM
160
Hanson & Doremus Investment Management
Vermont
$2.18M +$239K +4,398 +12%
BAM
161
Baldrige Asset Management
Pennsylvania
$2.17M +$605K +11,105 +39%
NGA
162
Naples Global Advisors
Florida
$2.09M +$30.8K +565 +1%
WANY
163
Wealthspire Advisors (New York)
New York
$2.08M -$73.5K -1,350 -3%
KAS
164
Kestra Advisory Services
Texas
$2.04M +$2.04M +37,500 New
GEA
165
Glen Eagle Advisors
New Jersey
$2.02M +$163 +3 +0%
EIA
166
Eldridge Investment Advisors
New Hampshire
$2.01M +$301K +5,544 +18%
WFA
167
Wade Financial Advisory
California
$1.96M +$127K +2,326 +7%
HI
168
Hendershot Investments
Virginia
$1.93M +$1.93M +35,385 New
MA
169
MCF Advisors
Kentucky
$1.88M -$152K -2,792 -7%
THWM
170
Taylor Hoffman Wealth Management
Virginia
$1.87M +$806K +14,799 +75%
HCM
171
Howard Capital Management
Georgia
$1.86M +$797K +14,647 +75%
CFD
172
Creative Financial Designs
Indiana
$1.8M +$537K +9,862 +43%
SCG
173
Sonata Capital Group
Washington
$1.78M +$109K +2,000 +7%
MA
174
Mangham Associates
Virginia
$1.77M +$150K +2,752 +9%
LSPW
175
Lake Street Private Wealth
Illinois
$1.77M -$77.3K -1,420 -4%
5 6
7
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