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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

48 hedge funds and large institutions have $127M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
23
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$36.7M
2
BC
2
Brinker Capital
Pennsylvania
$8.7M
3
OAJ
3
Ogorek Anthony Joseph
New York
$3.37M
4
UBS Group
4
UBS Group
Switzerland
$4.92M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.45M

Top Sellers

1
EAM
1
Eagle Asset Management
Florida
$0
2
AI
2
Atria Investments
North Carolina
$0
3
Bank of America
3
Bank of America
North Carolina
$18.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$293K
5
FA
5
FDx Advisors
Illinois
$2.21M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$36.7M 696,833 +430,204 +161%
Bank of America
2
Bank of America
North Carolina
$18.3M 347,763 -16,433 -5%
SBL
3
Sargent Bickham Lagudis
Colorado
$13.9M 264,621 +33,771 +15%
BC
4
Brinker Capital
Pennsylvania
$8.7M 165,035 +165,035 New
UBS AM
5
UBS AM
Illinois
– – – –
UBS Group
6
UBS Group
Switzerland
$4.92M 93,408 +55,907 +149%
CCP
7
Cardan Capital Partners
Colorado
$4.79M 90,824 +2,492 +3%
OAJ
8
Ogorek Anthony Joseph
New York
$3.37M 63,981 +63,981 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.45M 46,493 +43,259 +1,338%
CISOA
10
Capital Investment Services of America
Wisconsin
$2.44M 46,200 +8,000 +21%
FA
11
FDx Advisors
Illinois
$2.21M 41,897 -13,163 -24%
RJA
12
Raymond James & Associates
Florida
$1.9M 35,999 +4,269 +13%
NGA
13
Naples Global Advisors
Florida
$1.74M 32,930 +1,930 +6%
LPL Financial
14
LPL Financial
California
$1.69M 32,013 -12,622 -28%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$1.25M 23,779 +7,343 +45%
BTS
16
BB&T Securities
Virginia
$1.23M 23,308 +3,397 +17%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.19M 22,662 +10,260 +83%
AACR
18
ACR Alpine Capital Research
Missouri
$1.15M 21,788 +21,788 New
ERIM
19
Eagle Ridge Investment Management
Connecticut
$1.13M 21,415 +15,305 +250%
PAG
20
Private Advisor Group
New Jersey
$905K 17,137 +4,962 +41%
AA
21
Alesco Advisors
New York
$843K 16,000 +4,125 +35%
Creative Planning
22
Creative Planning
Kansas
$802K 15,215 -252 -2%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$784K 14,882 -2,503 -14%
BC
24
Bartlett & Co
Ohio
$701K 13,310 +13,310 New
AIM
25
AMI Investment Management
Indiana
$683K 12,965 +1,161 +10%
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