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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$140M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$950M
3
CSIA
3
Charles Schwab Investment Advisory
California
$709M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$294M
5
UBS Group
5
UBS Group
Switzerland
$134M

Top Sellers

1
PFP
1
Pinnacle Financial Partners
Tennessee
$17.8M
2
CS
2
Credit Suisse
Switzerland
$1.07M
3
PP
3
Paloma Partners
Connecticut
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22M
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
176
Citigroup
New York
$592K 11,033 +1,619 +17%
Cerity Partners
177
Cerity Partners
New York
$590K 10,996 +10,996 New
AWM
178
Altavista Wealth Management
North Carolina
$567K 10,568 +1,000 +10%
HFA
179
Huber Financial Advisors
Illinois
$558K 10,400 -136 -1%
BRWA
180
B. Riley Wealth Advisors
Florida
$556K 10,359 +3,634 +54%
FA
181
Financial Advisors
Massachusetts
$554K 10,333 – –
ATPW
182
Ashton Thomas Private Wealth
Arizona
$552K 10,298 -297 -3%
SP
183
Successful Portfolios
Florida
$548K 10,215 – –
WIA
184
World Investment Advisors
California
$543K 10,120 – –
RVPG
185
Relative Value Partners Group
$536K 10,003 +4,212 +73%
SAM
186
SP Asset Management
California
$536K 10,000 +10,000 New
EIA
187
Eldridge Investment Advisors
New Hampshire
$526K 9,821 +9,821 New
Fisher Asset Management
188
Fisher Asset Management
Washington
$515K 9,599 +367 +4%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$497K 9,271 -1 -0%
SIC
190
Sigma Investment Counselors
Michigan
$496K 9,250 -1,900 -17%
AIC
191
Ameritas Investment Company
Nebraska
$481K 8,967 +8,967 New
AACR
192
ACR Alpine Capital Research
Missouri
$463K 8,634 +50 +0.6%
MWM
193
Merriman Wealth Management
Washington
$459K 8,568 – –
CIM
194
Cambria Investment Management
California
$457K 8,520 -182 -2%
AWA
195
Arete Wealth Advisors
Illinois
$456K 8,519 +536 +7%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$442K 8,240 +2,854 +53%
JIR
197
James Investment Research
Ohio
$432K 8,050 +170 +2%
HR
198
Howe & Rusling
New York
$419K 7,815 +465 +6%
BCA
199
Bray Capital Advisors
Florida
$418K 7,800 +4,000 +105%
FFN
200
Focus Financial Network
Minnesota
$406K 7,580 +7,580 New
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8
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