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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 %
FAIM
201
Financial Advocates Investment Management
Washington
$1.36M +$30.9K +568 +2%
VCM
202
Vivaldi Capital Management
Illinois
$1.32M +$30.7K +564 +2%
CFA
203
Capstone Financial Advisors
Illinois
$1.29M +$15.7K +289 +1%
UCFA
204
United Capital Financial Advisors
Texas
$1.27M -$277K -5,085 -18%
CCA
205
Clearwater Capital Advisors
Illinois
$1.26M – – –
JGIA
206
Jackson Grant Investment Advisers
Connecticut
$1.25M +$136K +2,505 +12%
OL
207
Optas LLC
Texas
$1.25M +$84.2K +1,546 +7%
CIP
208
Capital Insight Partners
Arizona
$1.23M +$536K +9,849 +77%
LW
209
Linscomb Wealth
Texas
$1.22M +$39.7K +730 +3%
AA
210
Alesco Advisors
New York
$1.22M +$123K +2,255 +11%
ML
211
McAdam LLC
Pennsylvania
$1.21M +$337K +6,199 +39%
AIS
212
American Investment Services
Massachusetts
$1.21M +$970K +17,815 +410%
ECG
213
Edge Capital Group
Georgia
$1.18M -$337K -6,199 -22%
Baird Financial Group
214
Baird Financial Group
Wisconsin
$1.15M +$179K +3,286 +19%
RWA
215
Ropes Wealth Advisors
Massachusetts
$1.13M +$102K +1,865 +10%
FFN
216
Focus Financial Network
Minnesota
$1.1M +$146K +2,680 +15%
MIM
217
Moseley Investment Management
Florida
$1.1M +$477K +8,752 +76%
OAM
218
Occidental Asset Management
California
$1.09M +$54.4K +1,000 +5%
CWC
219
Carolinas Wealth Consulting
North Carolina
$1.08M +$364K +6,680 +51%
MAP
220
Milestone Advisory Partners
North Carolina
$1.08M +$151K +2,777 +16%
NRI
221
NFP Retirement Inc
California
$1.07M -$27.5K -506 -3%
HighTower Advisors
222
HighTower Advisors
Illinois
$1.07M +$105K +1,926 +11%
CWM
223
CMH Wealth Management
New Hampshire
$1.07M -$2.72K -50 -0.3%
SS
224
Simplicity Solutions
Minnesota
$1.05M +$648K +11,914 +160%
CWM
225
Cahaba Wealth Management
Georgia
$1.05M +$152K +2,797 +17%
7 8
9
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