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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

105 hedge funds and large institutions have $712M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
57
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$78.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$181M
3
RJA
3
Raymond James & Associates
Florida
$133M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.8M
5
HI
5
Hudock Inc
Pennsylvania
$6.94M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.58M
2
UBS Group
2
UBS Group
Switzerland
$23.4M
3
CCP
3
Cardan Capital Partners
Colorado
$4.59M
4
LYV
4
Live Your Vision
Pennsylvania
$7K
5
LPT
5
Legacy Private Trust
Wisconsin
$15.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$181M 3,523,300 +1,013,058 +40%
RJA
2
Raymond James & Associates
Florida
$133M 2,590,592 +267,842 +12%
Wells Fargo
3
Wells Fargo
California
$78.6M 1,530,793 +1,279,411 +509%
Bank of America
4
Bank of America
North Carolina
$24.9M 484,214 +24,903 +5%
UBS AM
5
UBS AM
Illinois
$24.1M 469,127 +4,998 +1%
UBS Group
6
UBS Group
Switzerland
$23.4M 455,282 -89,944 -16%
BC
7
Brinker Capital
Pennsylvania
$20.5M 399,529 +59,645 +18%
LPT
8
Legacy Private Trust
Wisconsin
$15.8M 307,539 -20,510 -6%
SBL
9
Sargent Bickham Lagudis
Colorado
$14.9M 289,803 -1,487 -0.5%
Ameriprise
10
Ameriprise
Minnesota
$14.5M 282,489 +31,379 +12%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$13.8M 268,682 +243,883 +983%
BCI
12
Brinker Capital Investments
Pennsylvania
$12.9M 250,867 +76,252 +44%
GC
13
Garde Capital
Washington
$11.8M 230,786 +16,717 +8%
Creative Planning
14
Creative Planning
Kansas
$9.61M 187,288 +6,466 +4%
LPL Financial
15
LPL Financial
California
$7.26M 141,411 +8,899 +7%
ST
16
Smithfield Trust
Pennsylvania
$7.09M 138,223 +69,616 +101%
HI
17
Hudock Inc
Pennsylvania
$6.94M 135,267 +133,836 +9,353%
JWM
18
Janiczek Wealth Management
Colorado
$6.04M 117,615 +3,076 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.55M 108,177 +23,851 +28%
RMC
20
Regis Management Company
California
$5.15M 100,376 – –
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$5.05M 98,414 +33,308 +51%
CCP
22
Cardan Capital Partners
Colorado
$4.59M 89,381 -66,216 -43%
FA
23
FDx Advisors
Illinois
$3.89M 75,737 +11,766 +18%
IA
24
Independence Advisors
Pennsylvania
$3.78M 73,736 +3,005 +4%
Jane Street
25
Jane Street
New York
$3.58M 69,726 -119,691 -63%
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