VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

388 hedge funds and large institutions have $4.52B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 181 increasing their positions, 53 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+73
Holders Change %
+23.17%
% of All Funds
7.66%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.32%
New
95
Increased
181
Reduced
53
Closed
15
Calls
$34K
Puts
–
Net Calls
+$34K
Net Calls Change
+$34K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$275M
3
CSIA
3
Charles Schwab Investment Advisory
California
$787M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$333M
5
Truist Financial
5
Truist Financial
North Carolina
$20.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
RJA
2
Raymond James & Associates
Florida
$326M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.04M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$0
5
GIM
5
Greenwich Investment Management
Connecticut
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
201
NewSquare Capital
Pennsylvania
$746K +$106K +1,980 +17%
CMBA
202
C.M. Bidwell & Associates
Hawaii
$745K +$148K +2,760 +25%
IAN
203
Integrated Advisors Network
Texas
$744K +$744K +13,904 New
IWC
204
Integrated Wealth Concepts
Massachusetts
$739K +$739K +13,809 New
AA
205
Ancora Advisors
Ohio
$730K – – –
JIP
206
Jaffetilchin Investment Partners
Florida
$725K +$89.2K +1,665 +14%
TI
207
tru Independence
Oregon
$713K +$713K +13,479 New
CWM
208
Cahaba Wealth Management
Georgia
$704K -$19.7K -368 -3%
BC
209
Brinker Capital
Pennsylvania
$702K +$702K +13,116 New
Citigroup
210
Citigroup
New York
$694K +$103K +1,921 +17%
DAS
211
Dynamic Advisor Solutions
Arizona
$667K +$1.66K +31 +0.2%
JSA
212
Jacobson & Schmitt Advisors
Wisconsin
$663K +$663K +12,387 New
BCM
213
Brookstone Capital Management
Illinois
$660K – – –
OA
214
Oxbow Advisors
Texas
$656K -$27.4K -512 -4%
PP
215
PrairieView Partners
Minnesota
$652K -$81K -1,514 -11%
MWA
216
Martel Wealth Advisors
Washington
$649K +$589 +11 +0.1%
EH
217
Equitable Holdings
New York
$642K +$642K +11,986 New
IAA
218
Independent Advisor Alliance
North Carolina
$635K +$635K +11,868 New
HI
219
Human Investing
Oregon
$628K +$4.66K +87 +0.7%
MPW
220
Monterey Private Wealth
California
$616K +$616K +11,513 New
BRWA
221
B. Riley Wealth Advisors
Florida
$612K +$57K +1,064 +10%
WP
222
WealthShield Partners
North Carolina
$608K – – –
PFO
223
Pathstone Family Office
New Jersey
$599K – – –
Cerity Partners
224
Cerity Partners
New York
$589K – – –
CST
225
Charles Schwab Trust
Nevada
$589K +$256K +4,777 +77%
7 8
9
10 11