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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

84 hedge funds and large institutions have $323M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
33
Increased
32
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$38.2M
2
CSIA
2
Charles Schwab Investment Advisory
California
$83.2M
3
SBL
3
Sargent Bickham Lagudis
Colorado
$14.7M
4
LPT
4
Legacy Private Trust
Wisconsin
$13M
5
GC
5
Garde Capital
Washington
$9.81M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$4.35M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
Citigroup
3
Citigroup
New York
$569K
4
SFA
4
Sequoia Financial Advisors
Ohio
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$83.2M 1,654,635 +324,104 +24%
UBS Group
2
UBS Group
Switzerland
$38.2M 760,163 +637,765 +521%
Bank of America
3
Bank of America
North Carolina
$26M 517,028 +47,608 +10%
SBL
4
Sargent Bickham Lagudis
Colorado
$14.7M 291,661 +286,761 +5,852%
BC
5
Brinker Capital
Pennsylvania
$13.6M 271,431 +61,128 +29%
LPT
6
Legacy Private Trust
Wisconsin
$13M 259,503 +259,503 New
Creative Planning
7
Creative Planning
Kansas
$9.87M 196,293 +179,369 +1,060%
GC
8
Garde Capital
Washington
$9.81M 195,220 +195,220 New
Ameriprise
9
Ameriprise
Minnesota
$9.36M 186,305 +186,305 New
BCI
10
Brinker Capital Investments
Pennsylvania
$7.73M 153,856 +153,338 +29,602%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.59M 151,044 +151,044 New
UBS AM
12
UBS AM
Illinois
$7.57M 150,530 +150,530 New
RMC
13
Regis Management Company
California
$6.4M 127,376 +127,376 New
CSM
14
CAMG Solamere Management
North Carolina
$5.91M 117,551 +117,551 New
CCP
15
Cardan Capital Partners
Colorado
$5.84M 116,163 +17,585 +18%
Wells Fargo
16
Wells Fargo
California
$4.35M 86,625 -42,079 -33%
OAJ
17
Ogorek Anthony Joseph
New York
$4.29M 82,153 – –
IA
18
Independence Advisors
Pennsylvania
$3.47M 68,973 +68,973 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.12M 62,133 +31,455 +103%
FA
20
FDx Advisors
Illinois
$3.1M 61,739 +4,330 +8%
CISOA
21
Capital Investment Services of America
Wisconsin
$2.57M 51,200 +5,000 +11%
ZCA
22
Zeke Capital Advisors
Pennsylvania
$2.51M 49,885 +49,885 New
LPL Financial
23
LPL Financial
California
$2.49M 49,672 +5,741 +13%
RJA
24
Raymond James & Associates
Florida
$2.24M 44,532 -3,213 -7%
ERIM
25
Eagle Ridge Investment Management
Connecticut
$2.19M 43,655 +10,140 +30%
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