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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

410 hedge funds and large institutions have $4.34B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 153 increasing their positions, 122 reducing their positions, and 39 closing their positions.

Holders
410
Holders Change
+22
Holders Change %
+5.67%
% of All Funds
9.06%
Holding in Top 10
27
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+68.75%
% of All Funds
0.6%
New
65
Increased
153
Reduced
122
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$209M
2
SCM
2
SCS Capital Management
Massachusetts
$56.5M
3
AC
3
Athanor Capital
New York
$37.2M
4
ACA
4
Ackerman Capital Advisors
Texas
$38M
5
Morgan Stanley
5
Morgan Stanley
New York
$119M

Top Sellers

1
CSIA
1
Charles Schwab Investment Advisory
California
$316M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.02B
3
UBS Group
3
UBS Group
Switzerland
$88.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$234M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$1.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.02B 19,241,748 -1,312,978 -6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$334M 6,308,377 +91,383 +1%
RJA
3
Raymond James & Associates
Florida
$334M 6,305,327 +222,468 +4%
CSIA
4
Charles Schwab Investment Advisory
California
$316M 5,970,073 -8,733,450 -59%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$234M 4,420,524 -710,293 -14%
Creative Planning
6
Creative Planning
Kansas
$209M 3,943,394 +3,616,130 +1,105%
Wells Fargo
7
Wells Fargo
California
$133M 2,515,919 -69,339 -3%
Morgan Stanley
8
Morgan Stanley
New York
$119M 2,249,418 +543,259 +32%
UBS Group
9
UBS Group
Switzerland
$88.2M 1,666,952 -1,008,798 -38%
Bank of America
10
Bank of America
North Carolina
$83.3M 1,574,320 -8,845 -0.6%
ECM
11
ETrade Capital Management
Virginia
$69.6M 1,314,922 +31,735 +2%
SEI Investments
12
SEI Investments
Pennsylvania
$64M 1,209,540 +325,956 +37%
SCM
13
SCS Capital Management
Massachusetts
$56.5M 1,068,121 +1,068,121 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$49.5M 936,303 +117,323 +14%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$44M 831,044 +6,570 +0.8%
ACA
16
Ackerman Capital Advisors
Texas
$38M 717,742 +654,244 +1,030%
AC
17
Athanor Capital
New York
$37.2M 703,305 +703,305 New
LPL Financial
18
LPL Financial
California
$36.1M 682,260 +38,066 +6%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$34.5M 652,784 +43,892 +7%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$32.1M 606,671 +62,516 +11%
AWM
21
Altium Wealth Management
New York
$29.9M 564,975 +29,343 +5%
Ameriprise
22
Ameriprise
Minnesota
$29.7M 559,310 +64,886 +13%
LRIA
23
Leonard Rickey Investment Advisors
Washington
$26.4M 498,899 +22,810 +5%
SBL
24
Sargent Bickham Lagudis
Colorado
$26.3M 498,052 -9,270 -2%
GC
25
Garde Capital
Washington
$24.1M 455,925 -23,592 -5%
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