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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.92%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$140M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$950M
3
CSIA
3
Charles Schwab Investment Advisory
California
$709M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$294M
5
UBS Group
5
UBS Group
Switzerland
$134M

Top Sellers

1
PFP
1
Pinnacle Financial Partners
Tennessee
$17.8M
2
CS
2
Credit Suisse
Switzerland
$1.07M
3
PP
3
Paloma Partners
Connecticut
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22M
5
DWM
5
Dakota Wealth Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$950M 17,721,697 +1,183,845 +7%
CSIA
2
Charles Schwab Investment Advisory
California
$709M 13,231,243 +835,528 +7%
RJA
3
Raymond James & Associates
Florida
$353M 6,586,907 +170,477 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$294M 5,488,099 +514,835 +10%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$140M 2,606,088 +2,601,769 +60,240%
UBS Group
6
UBS Group
Switzerland
$134M 2,506,584 +223,448 +10%
Wells Fargo
7
Wells Fargo
California
$125M 2,340,479 +58,201 +3%
Bank of America
8
Bank of America
North Carolina
$73.6M 1,373,276 +170,418 +14%
Morgan Stanley
9
Morgan Stanley
New York
$71.7M 1,337,780 +101,916 +8%
ECM
10
ETrade Capital Management
Virginia
$56.1M 1,046,678 +194,773 +23%
SEI Investments
11
SEI Investments
Pennsylvania
$48.6M 905,265 -7,800 -0.9%
UBS AM
12
UBS AM
Illinois
$44.9M 836,959 +49,665 +6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$42.3M 788,357 +62,940 +9%
LPL Financial
14
LPL Financial
California
$31.6M 589,461 +95,033 +19%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$29M 540,795 +47,534 +10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$27.5M 513,256 +110,500 +27%
SBL
17
Sargent Bickham Lagudis
Colorado
$25.5M 475,184 +41,693 +10%
AWM
18
Altium Wealth Management
New York
$25.2M 469,374 +38,471 +9%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$24.8M 462,931 +21,849 +5%
GC
20
Garde Capital
Washington
$24.5M 457,448 +36,087 +9%
LRIA
21
Leonard Rickey Investment Advisors
Washington
$23.8M 444,698 +7,931 +2%
Ameriprise
22
Ameriprise
Minnesota
$23M 427,887 +14,455 +3%
Vanguard Group
23
Vanguard Group
Pennsylvania
$22M 409,438 -25,969 -6%
M&T Bank
24
M&T Bank
New York
$18.5M 345,562 +11,501 +3%
PFP
25
Pinnacle Financial Partners
Tennessee
$17.8M 332,785 -62,625 -16%
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