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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

541 hedge funds and large institutions have $6.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
541
Holders Change
+84
Holders Change %
+18.38%
% of All Funds
9.6%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.67%
New
107
Increased
257
Reduced
100
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
CSIA
3
Charles Schwab Investment Advisory
California
$637M
4
SCM
4
SCS Capital Management
Massachusetts
$541M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$306M
2
Creative Planning
2
Creative Planning
Kansas
$225M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$1.62M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCWA
151
Pacific Capital Wealth Advisors
California
$2.94M 53,252 -519 -1%
SI
152
Stephens Inc
Arkansas
$2.94M 53,239 +7,105 +15%
SFSG
153
Sound Financial Strategies Group
Mississippi
$2.92M 52,825 +24,412 +86%
CFB
154
Cullen/Frost Bankers
Texas
$2.87M 51,928 – –
SW
155
SteelPeak Wealth
California
$2.85M 51,710 +652 +1%
LCM
156
Liberty Capital Management
Michigan
$2.83M 51,239 +51,239 New
YIA
157
YHB Investment Advisors
Connecticut
$2.8M 50,714 +9,905 +24%
BF
158
BOK Financial
Oklahoma
$2.8M 50,681 -1,018 -2%
CCT
159
Country Club Trust
Missouri
$2.78M 50,365 +7,636 +18%
MFS
160
McNamara Financial Services
Massachusetts
$2.76M 50,770 – –
BAM
161
Baldrige Asset Management
Pennsylvania
$2.76M 50,024 +10,184 +26%
FWM
162
Fairhaven Wealth Management
Illinois
$2.75M 49,814 +4,001 +9%
BWA
163
BDO Wealth Advisors
Florida
$2.7M 48,839 -83 -0.2%
EA
164
Elm Advisors
California
$2.69M 48,745 +315 +0.7%
SWG
165
Summit Wealth Group
Vermont
$2.67M 48,358 -6,626 -12%
Fisher Asset Management
166
Fisher Asset Management
Washington
$2.66M 48,138 +39,395 +451%
HCM
167
Howard Capital Management
Georgia
$2.65M 47,967 +13,842 +41%
AC
168
Apella Capital
Connecticut
$2.53M 45,882 +2,763 +6%
Goldman Sachs
169
Goldman Sachs
New York
$2.53M 45,817 – –
EGA
170
Eagle Global Advisors
Texas
$2.52M 45,617 -7,713 -14%
HIM
171
Hanlon Investment Management
New Jersey
$2.51M 45,463 -4,084 -8%
ASN
172
Advisory Services Network
Georgia
$2.51M 45,398 -7,479 -14%
MFA
173
Mayflower Financial Advisors
Massachusetts
$2.5M 45,336 +45,336 New
CFD
174
Creative Financial Designs
Indiana
$2.49M 45,085 +12,040 +36%
CSM
175
CAMG Solamere Management
North Carolina
$2.48M 44,995 -12,695 -22%
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