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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Paracle Advisors
Washington
$893K -$764K -14,440 -46%
AA
202
Alesco Advisors
New York
$879K +$5.29K +100 +0.6%
CWP
203
Capital Wealth Planning
Florida
$867K +$867K +16,390 New
CMBA
204
C.M. Bidwell & Associates
Hawaii
$846K +$110K +2,076 +15%
SBSB
205
Sullivan, Bruyette, Speros & Blaney
Virginia
$842K – – –
HCM
206
Howard Capital Management
Georgia
$837K – – –
MWA
207
Moser Wealth Advisors
Washington
$836K – – –
CWM
208
CMH Wealth Management
New Hampshire
$830K -$362K -6,836 -30%
WWM
209
Windsor Wealth Management
Indiana
$826K – – –
SG
210
StoneX Group
New York
$818K +$43.3K +818 +6%
TGAM
211
TBH Global Asset Management
Tennessee
$774K – – –
VCM
212
Vivaldi Capital Management
Illinois
$772K +$772K +14,590 New
PI
213
PFS Investments
Georgia
$768K -$113K -2,146 -13%
WAM
214
Wealthspire Advisors (Maryland)
Maryland
$751K -$946K -17,871 -56%
JIP
215
Jaffetilchin Investment Partners
Florida
$736K +$20.1K +380 +3%
AA
216
Ancora Advisors
Ohio
$733K +$11.6K +220 +2%
MWA
217
Martel Wealth Advisors
Washington
$726K +$84K +1,587 +13%
FAAS
218
First Allied Advisory Services
California
$722K +$286K +5,415 +66%
THWM
219
Taylor Hoffman Wealth Management
Virginia
$715K -$104K -1,964 -13%
VCM
220
Versant Capital Management
Arizona
$655K -$128K -2,426 -16%
BCM
221
Brookstone Capital Management
Illinois
$652K – – –
MGIA
222
Moneta Group Investment Advisors
Missouri
$647K +$380K +7,188 +143%
BP
223
BBR Partners
New York
$637K +$637K +12,035 New
OA
224
Oxbow Advisors
Texas
$634K -$13.9K -263 -2%
NC
225
NewSquare Capital
Pennsylvania
$624K -$113K -2,140 -15%
7 8
9
10 11