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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
176
Traynor Capital Management
Pennsylvania
$1.75M +$313K +5,783 +22%
CWM
177
Cornerstone Wealth Management
Missouri
$1.68M +$538K +9,881 +47%
UR
178
USCA RIA
Texas
$1.67M -$89.4K -1,642 -5%
RCA
179
Resonant Capital Advisors
Wisconsin
$1.66M +$565K +10,385 +52%
RWA
180
Redhawk Wealth Advisors
Minnesota
$1.66M -$2.48M -45,483 -60%
EA
181
Emerald Advisors
Washington
$1.65M +$133K +2,449 +9%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$1.61M +$2.34K +43 +0.1%
AWM
183
AE Wealth Management
Kansas
$1.58M +$580K +10,654 +58%
MFG
184
MidWestOne Financial Group
Iowa
$1.55M +$1.55M +28,538 New
SAM
185
S.A. Mason
Michigan
$1.55M -$174K -3,200 -10%
SFSG
186
Sound Financial Strategies Group
Mississippi
$1.55M -$17.8K -326 -1%
TIM
187
Tortoise Investment Management
New York
$1.52M -$25.1K -461 -2%
VWA
188
Visionary Wealth Advisors
Illinois
$1.52M +$152K +2,785 +11%
AWM
189
Apollon Wealth Management
South Carolina
$1.49M +$102K +1,880 +7%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$1.47M -$3.21M -59,054 -69%
WCFA
191
Walkner Condon Financial Advisors
Wisconsin
$1.47M +$1.47M +26,946 New
MGIA
192
Moneta Group Investment Advisors
Missouri
$1.45M +$498K +9,143 +52%
William Blair & Company
193
William Blair & Company
Illinois
$1.44M +$414K +7,606 +40%
AAS
194
Avantax Advisory Services
Texas
$1.44M +$1.44M +26,463 New
WFM
195
Wolff Financial Management
Michigan
$1.44M +$4.84K +89 +0.3%
DC
196
Derby & Company
Massachusetts
$1.43M -$71.5K -1,313 -5%
RPG
197
Resource Planning Group
Georgia
$1.41M – – –
FCIM
198
Fairview Capital Investment Management
California
$1.4M – – –
AIC
199
Ameritas Investment Company
Nebraska
$1.37M – – –
BWA
200
Burt Wealth Advisors
Maryland
$1.37M +$73K +1,340 +6%
6 7
8
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