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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.83%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$106M
2
W
2
Wealthfront
California
$585M
3
Jane Street
3
Jane Street
New York
$71.3M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$150M
5
SEI Investments
5
SEI Investments
Pennsylvania
$28.4M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$581M
2
BC
2
Brinker Capital
Pennsylvania
$0
3
CWM
3
Cornerstone Wealth Management
Missouri
$14.4M
4
ST
4
Smithfield Trust
Pennsylvania
$4.51M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.14M
Name Market Value Shares Shares
Change 		Shares
Change %
W
1
Wealthfront
California
$585M 11,577,146 +2,019,784 +21%
CSIA
2
Charles Schwab Investment Advisory
California
$581M 11,501,768 -2,392,958 -17%
RJA
3
Raymond James & Associates
Florida
$253M 5,013,722 +302,944 +6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$150M 2,977,236 +659,144 +28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$106M 2,099,800 +2,099,800 New
Wells Fargo
6
Wells Fargo
California
$97.5M 1,930,758 +8,381 +0.4%
Jane Street
7
Jane Street
New York
$71.3M 1,411,918 +1,404,627 +19,265%
Bank of America
8
Bank of America
North Carolina
$63.3M 1,253,056 +476,639 +61%
UBS Group
9
UBS Group
Switzerland
$52.9M 1,047,280 +50,970 +5%
Ameriprise
10
Ameriprise
Minnesota
$37.8M 748,907 +33,650 +5%
UBS AM
11
UBS AM
Illinois
$28.7M 568,929 +4,723 +0.8%
Morgan Stanley
12
Morgan Stanley
New York
$28.5M 564,542 +10,541 +2%
SEI Investments
13
SEI Investments
Pennsylvania
$28.4M 562,267 +561,730 +104,605%
LRIA
14
Leonard Rickey Investment Advisors
Washington
$23.1M 458,288 -16,058 -3%
ECM
15
ETrade Capital Management
Virginia
$22.2M 439,876 +147,002 +50%
GC
16
Garde Capital
Washington
$20M 398,923 -2,479 -0.6%
SBL
17
Sargent Bickham Lagudis
Colorado
$19.3M 382,662 -32,034 -8%
MIS
18
Morningstar Investment Services
Illinois
$19M 376,695 +49,698 +15%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$18.4M 363,791 +169,600 +87%
PFP
20
Pinnacle Financial Partners
Tennessee
$14.9M 295,699 +123,223 +71%
LPL Financial
21
LPL Financial
California
$14.6M 289,561 +33,924 +13%
CWM
22
Cornerstone Wealth Management
Missouri
$14.4M 743,542 -227,901 -23%
Creative Planning
23
Creative Planning
Kansas
$13M 258,294 +33,893 +15%
AWM
24
Altium Wealth Management
New York
$12M 237,681 +114,581 +93%
BTS
25
BB&T Securities
Virginia
$11.4M 226,153 +4,504 +2%
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