VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$106M
2
W
2
Wealthfront
California
$585M
3
Jane Street
3
Jane Street
New York
$71.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$28.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$581M
2
BC
2
Brinker Capital
Pennsylvania
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$14.4M
4
ST
4
Smithfield Trust
Pennsylvania
$4.51M
5
RFO
5
RiverGlades Family Offices
Florida
$3.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
176
B. Riley Wealth Advisors
Florida
$203K +$203K +4,010 New
CCM
177
Crabel Capital Management
California
$202K +$202K +3,990 New
AP
178
Arlington Partners
Alabama
$183K – – –
SWP
179
Stratos Wealth Partners
Ohio
$181K +$181K +3,577 New
Fidelity Investments
180
Fidelity Investments
Massachusetts
$170K +$170K +3,374 New
KF
181
Krilogy Financial
Missouri
$167K +$167K +3,313 New
SPIA
182
Steward Partners Investment Advisory
New York
$163K +$656 +13 +0.4%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$162K +$135K +2,679 +505%
MSA
184
Marino Stram & Associates
Massachusetts
$161K – – –
BCA
185
Bray Capital Advisors
Florida
$139K +$37.9K +750 +38%
PFGIA
186
Patriot Financial Group Insurance Agency
Massachusetts
$130K -$50 -1 -0%
MAM
187
Meeder Asset Management
Ohio
$121K +$121K +2,400 New
Lazard Asset Management
188
Lazard Asset Management
New York
$87K -$47K – –
GRP
189
Global Retirement Partners
California
$70K +$33K +655 +89%
ML
190
McAdam LLC
Pennsylvania
$68K -$70.9K -1,398 -51%
SF
191
Synovus Financial
Georgia
$58K +$201 +4 +0.3%
RFA
192
Reilly Financial Advisors
California
$53K +$50.2K +1,000 +1,786%
WAM
193
Wealthspire Advisors (Maryland)
Maryland
$53K +$52.6K +1,037 +12,963%
APA
194
American Portfolios Advisors
New York
$52.4K +$1.77K +35 +3%
LWM
195
Lenox Wealth Management
Ohio
$45K – – –
GAM
196
Gemmer Asset Management
California
$40K +$253 +5 +0.6%
PA
197
Parallel Advisors
California
$39K +$1.9K +38 +5%
OIA
198
OneDigital Investment Advisors
Kansas
$35K +$7.26K +147 +26%
AF
199
Allworth Financial
California
$34K +$34K +679 New
PCG
200
Private Capital Group
Connecticut
$26K – – –
6 7
8
9 10