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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

388 hedge funds and large institutions have $4.52B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 181 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+73
Holders Change %
+23.17%
% of All Funds
7.66%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
95
Increased
181
Reduced
53
Closed
15
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$787M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$333M
5
Truist Financial
5
Truist Financial
North Carolina
$20.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$326M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.04M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
176
Betterment LLC
New York
$1.01M -$260K -4,849 -20%
JGIA
177
Jackson Grant Investment Advisers
Connecticut
$999K +$189K +3,530 +23%
FA
178
FC Advisory
Pennsylvania
$997K +$5.06K +94 +0.5%
NRI
179
NFP Retirement Inc
California
$953K +$953K +17,783 New
WMA
180
Wealth Management Associates
New Jersey
$940K +$150K +2,796 +19%
VAM
181
Verity Asset Management
North Carolina
$900K +$192K +3,591 +27%
PI
182
PFS Investments
Georgia
$893K +$298K +5,559 +50%
AA
183
Alesco Advisors
New York
$884K -$246K -4,600 -22%
CWM
184
Cornerstone Wealth Management
Missouri
$868K +$58.9K +1,101 +7%
PWM
185
Paulson Wealth Management
Illinois
$867K -$73.3K -1,357 -8%
PEA
186
Pacific Edge Advisors
California
$859K -$69.6K -1,300 -7%
HCM
187
Howard Capital Management
Georgia
$855K +$855K +15,838 New
SBSB
188
Sullivan, Bruyette, Speros & Blaney
Virginia
$852K +$564K +10,549 +196%
UCFA
189
United Capital Financial Advisors
Texas
$846K +$36.8K +688 +5%
MWA
190
Moser Wealth Advisors
Washington
$846K +$846K +15,800 New
PA
191
Pinnacle Associates
New York
$840K +$563K +10,522 +203%
WWM
192
Windsor Wealth Management
Indiana
$836K – – –
Baird Financial Group
193
Baird Financial Group
Wisconsin
$833K +$337K +6,289 +68%
THWM
194
Taylor Hoffman Wealth Management
Virginia
$829K +$106K +1,976 +15%
ESB
195
Essex Savings Bank
Connecticut
$826K +$826K +15,420 New
PWMAG
196
Pinnacle Wealth Management Advisory Group
New Jersey
$808K +$531K +9,922 +192%
VCM
197
Versant Capital Management
Arizona
$793K +$1.07K +20 +0.1%
SG
198
StoneX Group
New York
$784K +$784K +14,636 New
MWM
199
Merriman Wealth Management
Washington
$783K +$324K +6,052 +71%
TGAM
200
TBH Global Asset Management
Tennessee
$783K +$783K +14,626 New
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