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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$398M
2
CSIA
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$978M
2
AC
Athanor Capital
New York
$0
3
Osaic Holdings
Osaic Holdings
Arizona
$22.3M
4
RJA
Raymond James & Associates
Florida
$322M
5
FMWA
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
176
Ameritas Investment Company
Nebraska
$1.37M +$29.7K +548 +2%
VWA
177
Visionary Wealth Advisors
Illinois
$1.36M +$1.36M +25,076 New
FAIM
178
Financial Advocates Investment Management
Washington
$1.32M +$15.9K +294 +1%
VCM
179
Vivaldi Capital Management
Illinois
$1.3M +$499K +9,083 +62%
BWA
180
Burt Wealth Advisors
Maryland
$1.29M – – –
CFA
181
Capstone Financial Advisors
Illinois
$1.26M +$124K +2,296 +11%
CFD
182
Creative Financial Designs
Indiana
$1.26M +$1.2M +22,091 +2,023%
CCA
183
Clearwater Capital Advisors
Illinois
$1.25M -$41.3K -762 -3%
CWS
184
Cypress Wealth Services
California
$1.24M – – –
CCT
185
Country Club Trust
Missouri
$1.24M +$74.8K +1,381 +6%
SIC
186
Sigma Investment Counselors
Michigan
$1.21M +$582K +10,743 +93%
LW
187
Linscomb Wealth
Texas
$1.18M +$260K +4,803 +28%
NFG
188
Next Financial Group
Texas
$1.16M +$6.34K +117 +0.5%
OL
189
Optas LLC
Texas
$1.16M -$333K -6,149 -22%
I
190
INVST
Indiana
$1.14M +$113K +2,085 +11%
CWM
191
Cornerstone Wealth Management
Missouri
$1.13M +$67K +1,238 +6%
JGIA
192
Jackson Grant Investment Advisers
Connecticut
$1.11M +$6.12K +113 +0.6%
AA
193
Alesco Advisors
New York
$1.09M +$192K +3,550 +21%
RCA
194
Resonant Capital Advisors
Wisconsin
$1.09M +$1.09M +20,151 New
NRI
195
NFP Retirement Inc
California
$1.09M +$488K +9,010 +81%
PA
196
Paracle Advisors
Washington
$1.07M +$151K +2,798 +17%
CWM
197
CMH Wealth Management
New Hampshire
$1.06M +$213K +3,925 +25%
THWM
198
Taylor Hoffman Wealth Management
Virginia
$1.06M +$330K +6,089 +45%
HCM
199
Howard Capital Management
Georgia
$1.06M +$197K +3,640 +23%
OAM
200
Occidental Asset Management
California
$1.03M – – –
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8
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