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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

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.

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
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$13.7M
2
SBL
2
Sargent Bickham Lagudis
Colorado
$11.9M
3
CCP
3
Cardan Capital Partners
Colorado
$4.55M
4
Bank of America
4
Bank of America
North Carolina
$18.7M
5
EAM
5
Eagle Asset Management
Florida
$1.95M

Top Sellers

1
BTS
1
BB&T Securities
Virginia
$1.02M
2
AIM
2
AMI Investment Management
Indiana
$607K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.7M 364,196 +71,822 +25%
CSIA
2
Charles Schwab Investment Advisory
California
$13.7M 266,629 +266,629 New
SBL
3
Sargent Bickham Lagudis
Colorado
$11.9M 230,850 +230,850 New
UBS AM
4
UBS AM
Illinois
– – – –
CCP
5
Cardan Capital Partners
Colorado
$4.55M 88,332 +88,332 New
FA
6
FDx Advisors
Illinois
$2.83M 55,060 +3,978 +8%
LPL Financial
7
LPL Financial
California
$2.3M 44,635 +19,503 +78%
CISOA
8
Capital Investment Services of America
Wisconsin
$1.97M 38,200 +19,000 +99%
EAM
9
Eagle Asset Management
Florida
$1.95M 121,703 +121,703 New
UBS Group
10
UBS Group
Switzerland
$1.93M 37,501 +17,251 +85%
RJA
11
Raymond James & Associates
Florida
$1.63M 31,730 +9,280 +41%
NGA
12
Naples Global Advisors
Florida
$1.6M 31,000 +31,000 New
AI
13
Atria Investments
North Carolina
$1.25M 24,326 +4,536 +23%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.09M 21,240 +15,075 +245%
BTS
15
BB&T Securities
Virginia
$1.02M 19,911 -5,800 -23%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$894K 17,385 +6,310 +57%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$846K 16,436 +16,436 New
Creative Planning
18
Creative Planning
Kansas
$796K 15,467 +12,822 +485%
GJIC
19
Gamble Jones Investment Counsel
California
$720K 14,000 – –
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$638K 12,402 +12,402 New
PAG
21
Private Advisor Group
New Jersey
$626K 12,175 +12,175 New
AA
22
Alesco Advisors
New York
$611K 11,875 +3,775 +47%
AIM
23
AMI Investment Management
Indiana
$607K 11,804 -40 -0.3%
CA
24
Cetera Advisors
Colorado
$535K 10,430 +5,290 +103%
FM
25
Foster & Motley
Ohio
$488K 9,494 +9,494 New
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