VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

541 hedge funds and large institutions have $6.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
541
Holders Change
+84
Holders Change %
+18.38%
% of All Funds
9.6%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.67%
New
107
Increased
257
Reduced
100
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
CSIA
3
Charles Schwab Investment Advisory
California
$637M
4
SCM
4
SCS Capital Management
Massachusetts
$541M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$306M
2
Creative Planning
2
Creative Planning
Kansas
$225M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$1.62M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
W
176
WealthStone
Ohio
$2.46M 44,532 – –
TCM
177
Traynor Capital Management
Pennsylvania
$2.44M 44,276 +11,896 +37%
HDIM
178
Hanson & Doremus Investment Management
Vermont
$2.43M 44,108 +4,015 +10%
MWM
179
Merriman Wealth Management
Washington
$2.35M 42,621 -279 -0.7%
MCG
180
MACRO Consulting Group
New Jersey
$2.34M 42,397 +1,342 +3%
CAM
181
Caprin Asset Management
Virginia
$2.28M 41,332 +190 +0.5%
NGA
182
Naples Global Advisors
Florida
$2.27M 41,205 +2,850 +7%
GEA
183
Glen Eagle Advisors
New Jersey
$2.26M 40,992 +3,882 +10%
CWM
184
Cornerstone Wealth Management
Missouri
$2.22M 40,185 +9,412 +31%
MAP
185
Milestone Advisory Partners
North Carolina
$2.21M 39,968 +20,189 +102%
BDF
186
Black Diamond Financial
Maryland
$2.15M 38,945 +22,614 +138%
CPO
187
Cerity Partners OCIO
New York
$2.1M 38,124 -10,173 -21%
EIA
188
Eldridge Investment Advisors
New Hampshire
$2.07M 37,535 +607 +2%
HI
189
Hendershot Investments
Virginia
$2.03M 36,785 +1,400 +4%
FAIM
190
Financial Advocates Investment Management
Washington
$2M 36,182 +11,228 +45%
AIS
191
American Investment Services
Massachusetts
$1.99M 36,033 +13,868 +63%
THWM
192
Taylor Hoffman Wealth Management
Virginia
$1.98M 35,779 +1,373 +4%
RWA
193
Redhawk Wealth Advisors
Minnesota
$1.96M 35,513 +5,010 +16%
MA
194
MCF Advisors
Kentucky
$1.96M 35,497 +1,005 +3%
PA
195
PFG Advisors
Arizona
$1.94M 35,194 +23,340 +197%
SCG
196
Sonata Capital Group
Washington
$1.91M 34,600 +2,000 +6%
SSWM
197
Sheets Smith Wealth Management
North Carolina
$1.84M 33,317 +3,717 +13%
WFA
198
Wade Financial Advisory
California
$1.84M 33,307 -2,747 -8%
WP
199
WealthShield Partners
North Carolina
$1.79M 32,434 +20,444 +171%
LWP
200
Legacy Wealth Partners
California
$1.75M 31,744 -9,115 -22%
6 7
8
9 10