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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.94%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$794M
2
CSIA
2
Charles Schwab Investment Advisory
California
$582M
3
RJA
3
Raymond James & Associates
Florida
$322M
4
Jane Street
4
Jane Street
New York
$28.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$222M

Top Sellers

1
EI
1
Ellevest Inc
New York
$15.6M
2
Bank of America
2
Bank of America
North Carolina
$59.9M
3
CWM
3
CMH Wealth Management
New Hampshire
$1.17M
4
Wells Fargo
4
Wells Fargo
California
$97.6M
5
HI
5
Hudock Inc
Pennsylvania
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
PHIMC
201
Private Harbour Investment Management & Counsel
Ohio
$275K 5,275 – –
BRWA
202
B. Riley Wealth Advisors
Florida
$267K 5,111 +5,111 New
VA
203
Valmark Advisers
Ohio
$265K 5,072 +237 +5%
IA
204
IFG Advisory
Georgia
$264K 5,080 +120 +2%
MWM
205
Meridian Wealth Management
Kentucky
$263K 5,045 +20 +0.4%
William Blair & Company
206
William Blair & Company
Illinois
$262K 5,029 +5,029 New
CTA
207
Colonial Trust Advisors
South Carolina
$261K 5,009 +5,009 New
GFPC
208
Global Financial Private Capital
Florida
$254K 4,865 +4,865 New
SWP
209
Stratos Wealth Partners
Ohio
$250K 4,785 – –
Brown Advisory
210
Brown Advisory
Maryland
$238K 4,562 +4,562 New
V
211
Veritable
Delaware
$235K 4,503 – –
WTC
212
WhitTier Trust Company
Nevada
$235K 4,500 – –
BOPW
213
Brandywine Oak Private Wealth
Pennsylvania
$235K 4,508 – –
FVWA
214
Foster Victor Wealth Advisors
South Carolina
$232K 4,446 +190 +4%
WLIM
215
White Lighthouse Investment Management
Massachusetts
$229K 4,400 -1,000 -19%
CA
216
Cetera Advisors
Colorado
$226K 4,362 +189 +5%
PAS
217
Park Avenue Securities
New York
$226K 4,337 +4,337 New
PVWM
218
Point View Wealth Management
New Jersey
$224K 4,297 +4,297 New
FAN
219
Financial Advisors Network
California
$223K 4,206 – –
First Trust Advisors
220
First Trust Advisors
Illinois
$222K 4,252 -393 -8%
AWS
221
AJ Wealth Strategies
New York
$220K 4,220 +4,220 New
DMC
222
Drexel Morgan & Co
Pennsylvania
$219K 4,190 – –
SLA
223
Silver Lake Advisory
Utah
$215K 4,125 +17 +0.4%
CL
224
CPWM LLC
Washington
$209K 3,999 +15 +0.4%
PMFA
225
Plante Moran Financial Advisors
Michigan
$208K 3,994 -5,738 -59%
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9
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