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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
176
Cypress Wealth Services
California
$1.21M +$67.8K +1,281 +6%
CRCM
177
Corbett Road Capital Management
Virginia
$1.19M -$98K -1,852 -8%
Goldman Sachs
178
Goldman Sachs
New York
$1.15M +$1.15M +21,817 New
UCFA
179
United Capital Financial Advisors
Texas
$1.15M +$311K +5,885 +37%
CCT
180
Country Club Trust
Missouri
$1.15M +$596K +11,208 +109%
NFG
181
Next Financial Group
Texas
$1.13M +$1.43K +27 +0.1%
GIM
182
Greenwich Investment Management
Connecticut
$1.12M -$364K -6,875 -24%
HighTower Advisors
183
HighTower Advisors
Illinois
$1.11M -$9.62M -181,932 -90%
CFA
184
Capstone Financial Advisors
Illinois
$1.11M -$229K -4,319 -17%
TCM
185
Traynor Capital Management
Pennsylvania
$1.1M -$439K -8,301 -28%
LFPWM
186
Leicht Financial Planning & Wealth Management
New Jersey
$1.08M +$1.08M +20,429 New
Citigroup
187
Citigroup
New York
$1.08M +$390K +7,373 +57%
JGIA
188
Jackson Grant Investment Advisers
Connecticut
$1.07M +$86.5K +1,635 +9%
CWM
189
Cornerstone Wealth Management
Missouri
$1.04M +$182K +3,436 +21%
LA
190
LVW Advisors
New York
$1.02M -$1.13M -21,327 -53%
OAM
191
Occidental Asset Management
California
$1.01M -$271K -5,125 -21%
DTL
192
Dynamic Technology Lab
Singapore
$994K +$994K +18,785 New
I
193
INVST
Indiana
$986K -$5.4K -104 -0.5%
OAJ
194
Ogorek Anthony Joseph
New York
$945K +$383K +7,244 +68%
Betterment LLC
195
Betterment LLC
New York
$942K -$53.6K -1,013 -5%
FA
196
FC Advisory
Pennsylvania
$940K -$40.2K -759 -4%
VAM
197
Verity Asset Management
North Carolina
$917K +$27.5K +520 +3%
FAM
198
Foothills Asset Management
Arizona
$917K +$917K +17,336 New
DL
199
DOHJ LLC
Washington
$911K -$822K -15,530 -47%
LW
200
Linscomb Wealth
Texas
$897K -$215K -4,070 -19%
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8
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