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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

252 hedge funds and large institutions have $2.82B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 94 increasing their positions, 62 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+41
Holders Change %
+19.43%
% of All Funds
5.62%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.33%
New
67
Increased
94
Reduced
62
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$91.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$190M
3
Bank of America
3
Bank of America
North Carolina
$99.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.7M
5
SEI Investments
5
SEI Investments
Pennsylvania
$49.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$15.2M
2
Jane Street
2
Jane Street
New York
$0
3
CSIA
3
Charles Schwab Investment Advisory
California
$525M
4
CWM
4
Cornerstone Wealth Management
Missouri
$904K
5
Ameriprise
5
Ameriprise
Minnesota
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
176
Sigma Investment Management
Oregon
$330K – – –
BWA
177
Burt Wealth Advisors
Maryland
$327K -$86.9K -1,700 -21%
HW
178
Hamilton Wealth
California
$323K +$323K +6,330 New
EGA
179
Eagle Global Advisors
Texas
$312K -$179K -3,500 -36%
BJL
180
Brighton Jones LLC
Washington
$309K +$8.48K +166 +3%
CPA
181
Clear Perspective Advisors
Illinois
$304K +$61.3K +1,200 +25%
BDF
182
Black Diamond Financial
Maryland
$290K +$290K +5,685 New
VAG
183
VisionPoint Advisory Group
Texas
$285K +$285K +5,580 New
CAL
184
Capital Advisors Ltd
Ohio
$281K +$281K +5,500 New
WLIM
185
White Lighthouse Investment Management
Massachusetts
$276K – – –
ACM
186
Allred Capital Management
Texas
$276K +$276K +5,413 New
PHIMC
187
Private Harbour Investment Management & Counsel
Ohio
$269K – – –
AWM
188
Altavista Wealth Management
North Carolina
$267K +$267K +5,225 New
MWM
189
Meridian Wealth Management
Kentucky
$257K +$257K +5,025 New
IA
190
IFG Advisory
Georgia
$253K – – –
VA
191
Valmark Advisers
Ohio
$247K +$247K +4,835 New
SWP
192
Stratos Wealth Partners
Ohio
$244K +$61.6K +1,208 +34%
WWM
193
Western Wealth Management
Colorado
$243K +$243K +4,753 New
First Trust Advisors
194
First Trust Advisors
Illinois
$237K -$3.27K -64 -1%
SFM
195
Signature Financial Management
Virginia
$233K – – –
WTC
196
WhitTier Trust Company
Nevada
$230K – – –
V
197
Veritable
Delaware
$230K – – –
BOPW
198
Brandywine Oak Private Wealth
Pennsylvania
$230K +$230K +4,508 New
MWC
199
MKD Wealth Coaches
Michigan
$228K +$228K +4,462 New
OIA
200
OneDigital Investment Advisors
Kansas
$226K +$190K +3,717 +524%
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