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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

197 hedge funds and large institutions have $2.27B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
+21
Holders Change %
+11.93%
% of All Funds
4.52%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.18%
New
36
Increased
85
Reduced
49
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$708M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$118M
3
W
Wealthfront
California
$487M
4
RJA
Raymond James & Associates
Florida
$240M
5
CWM
Cornerstone Wealth Management
Missouri
$19.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$39.6M
2
Jane Street
Jane Street
New York
$372K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.24M
4
RFO
RiverGlades Family Offices
Florida
$4.01M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$739K
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
176
SEI Investments
Pennsylvania
$27K – – –
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$27K +$22.2K +436 +459%
PCG
178
Private Capital Group
Connecticut
$26K – – –
BWM
179
BerganKDV Wealth Management
Minnesota
$26K +$26K +504 New
AIP
180
Ameritas Investment Partners
Nebraska
$25K – – –
CFC
181
Coyle Financial Counsel
Illinois
$24K +$24K +461 New
SFSIG
182
San Francisco Sentry Investment Group
California
$20K – – –
FANJ
183
Financial Architects (New Jersey)
New Jersey
$17K +$17K +332 New
SSB
184
Sandy Spring Bank
Maryland
$15K -$30K -600 -67%
RWA
185
River Wealth Advisors
Pennsylvania
$14K +$14K +270 New
CPIG
186
Chicago Partners Investment Group
Illinois
$13K – – –
NSIM
187
North Star Investment Management
Illinois
$10K – – –
LIA
188
LS Investment Advisors
Michigan
$10K +$10K +200 New
MFT
189
Moisand Fitzgerald Tamayo
Florida
$6K – – –
BCMIO
190
Beacon Capital Management Inc (Ohio)
Ohio
$5K +$5K +89 New
QCIG
191
Quad-Cities Investment Group
Iowa
$5K +$5K +104 New
RFA
192
Reilly Financial Advisors
California
$3K – – –
BlackRock
193
BlackRock
New York
$3K +$1.61K +30 +115%
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +34 New
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$2K +$2K +40 New
FFW
196
Fusion Family Wealth
New York
$1K – – –
CF
197
Centaurus Financial
California
$1K +$1K +16 New
NA
198
NewEdge Advisors
Louisiana
$403 +$83 +1,628 +26%
DFIG
199
Dragon Financial & Investment Group
California
– -$2.65M -52,192 Closed
PCM
200
Prelude Capital Management
New York
– -$1.26M -24,814 Closed
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