We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
176
Citigroup
New York
$592K +$86.7K +1,619 +17%
Cerity Partners
177
Cerity Partners
New York
$590K +$589K +10,996 New
AWM
178
Altavista Wealth Management
North Carolina
$567K +$53.6K +1,000 +10%
HFA
179
Huber Financial Advisors
Illinois
$558K -$7.29K -136 -1%
BRWA
180
B. Riley Wealth Advisors
Florida
$556K +$195K +3,634 +54%
FA
181
Financial Advisors
Massachusetts
$554K
ATPW
182
Ashton Thomas Private Wealth
Arizona
$552K -$15.9K -297 -3%
SP
183
Successful Portfolios
Florida
$548K
WIA
184
World Investment Advisors
California
$543K
RVPG
185
Relative Value Partners Group
$536K +$226K +4,212 +73%
SAM
186
SP Asset Management
California
$536K +$536K +10,000 New
EIA
187
Eldridge Investment Advisors
New Hampshire
$526K +$526K +9,821 New
Fisher Asset Management
188
Fisher Asset Management
Washington
$515K +$19.7K +367 +4%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$497K -$54 -1 -0%
SIC
190
Sigma Investment Counselors
Michigan
$496K -$102K -1,900 -17%
AIC
191
Ameritas Investment Company
Nebraska
$481K +$480K +8,967 New
AACR
192
ACR Alpine Capital Research
Missouri
$463K +$2.68K +50 +0.6%
MWM
193
Merriman Wealth Management
Washington
$459K
CIM
194
Cambria Investment Management
California
$457K -$9.75K -182 -2%
AWA
195
Arete Wealth Advisors
Illinois
$456K +$28.7K +536 +7%
SSWM
196
Sheets Smith Wealth Management
North Carolina
$442K +$153K +2,854 +53%
JIR
197
James Investment Research
Ohio
$432K +$9.11K +170 +2%
HR
198
Howe & Rusling
New York
$419K +$24.9K +465 +6%
BCA
199
Bray Capital Advisors
Florida
$418K +$214K +4,000 +105%
FFN
200
Focus Financial Network
Minnesota
$406K +$406K +7,580 New