We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

38 hedge funds and large institutions have $82M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

149% more capital invested

Capital invested by funds: $32.9M → $82M (+$49.1M)

100% more funds holding

Funds holding: 1938 (+19)

11.51% more ownership

Funds ownership: 21.23%32.74% (+12%)

Holders
38
Holders Change
+19
Holders Change %
+100%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
16
Reduced
2
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$18.7M +$3.68M +71,822 +25%
CSIA
2
Charles Schwab Investment Advisory
California
$13.7M +$13.7M +266,629 New
SBL
3
Sargent Bickham Lagudis
Colorado
$11.9M +$11.8M +230,850 New
UBS AM
4
UBS AM
Illinois
$6.34M
CCP
5
Cardan Capital Partners
Colorado
$4.54M +$4.53M +88,332 New
FA
6
FDx Advisors
Illinois
$2.83M +$204K +3,978 +8%
LPL Financial
7
LPL Financial
California
$2.3M +$1M +19,503 +78%
CISOA
8
Capital Investment Services of America
Wisconsin
$1.97M +$974K +19,000 +99%
EAM
9
Eagle Asset Management
Florida
$1.95M +$6.24M +121,703 New
UBS Group
10
UBS Group
Switzerland
$1.93M +$885K +17,251 +85%
RJA
11
Raymond James & Associates
Florida
$1.63M +$476K +9,280 +41%
NGA
12
Naples Global Advisors
Florida
$1.59M +$1.59M +31,000 New
AI
13
Atria Investments
North Carolina
$1.25M +$233K +4,536 +23%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.09M +$773K +15,075 +245%
BTS
15
BB&T Securities
Virginia
$1.02M -$297K -5,800 -23%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$894K +$324K +6,310 +57%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$846K +$843K +16,436 New
Creative Planning
18
Creative Planning
Kansas
$796K +$658K +12,822 +485%
GJIC
19
Gamble Jones Investment Counsel
California
$720K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$638K +$636K +12,402 New
PAG
21
Private Advisor Group
New Jersey
$626K +$624K +12,175 New
AA
22
Alesco Advisors
New York
$611K +$194K +3,775 +47%
AIM
23
AMI Investment Management
Indiana
$607K -$2.05K -40 -0.3%
CA
24
Cetera Advisors
Colorado
$535K +$271K +5,290 +103%
FM
25
Foster & Motley
Ohio
$488K +$487K +9,494 New