VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

430 hedge funds and large institutions have $5.23B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 192 increasing their positions, 107 reducing their positions, and 36 closing their positions.

Holders
430
Holders Change
+20
Holders Change %
+4.88%
% of All Funds
8.84%
Holding in Top 10
31
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.81%
% of All Funds
0.64%
New
60
Increased
192
Reduced
107
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$398M
2
CSIA
2
Charles Schwab Investment Advisory
California
$465M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$310M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$55.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$377M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$978M
2
AC
2
Athanor Capital
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$22.3M
4
RJA
4
Raymond James & Associates
Florida
$322M
5
FMWA
5
Forvis Mazars Wealth Advisors
Missouri
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$978M 18,058,372 -1,183,376 -6%
CSIA
2
Charles Schwab Investment Advisory
California
$465M 8,584,733 +2,614,660 +44%
SCM
3
SCS Capital Management
Massachusetts
$398M 7,344,990 +6,276,869 +588%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$377M 6,969,740 +661,363 +10%
RJA
5
Raymond James & Associates
Florida
$322M 5,938,652 -366,675 -6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$310M 5,719,943 +1,299,419 +29%
Creative Planning
7
Creative Planning
Kansas
$219M 4,039,709 +96,315 +2%
Morgan Stanley
8
Morgan Stanley
New York
$132M 2,431,550 +182,132 +8%
Wells Fargo
9
Wells Fargo
California
$130M 2,409,973 -105,946 -4%
UBS Group
10
UBS Group
Switzerland
$115M 2,133,064 +466,112 +28%
ECM
11
ETrade Capital Management
Virginia
$87.5M 1,615,547 +300,625 +23%
Bank of America
12
Bank of America
North Carolina
$86.7M 1,601,895 +27,575 +2%
SEI Investments
13
SEI Investments
Pennsylvania
$86M 1,588,898 +379,358 +31%
ACA
14
Ackerman Capital Advisors
Texas
$69.5M 1,283,493 +565,751 +79%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$58.5M 1,080,584 +144,281 +15%
Vanguard Group
16
Vanguard Group
Pennsylvania
$55.5M 1,026,003 +895,300 +685%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$49.9M 921,425 +90,381 +11%
Ameriprise
18
Ameriprise
Minnesota
$44.5M 821,804 +262,494 +47%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$39.1M 721,286 +68,502 +10%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$33.7M 622,869 +16,198 +3%
LPL Financial
21
LPL Financial
California
$33.3M 615,535 -66,725 -10%
SBL
22
Sargent Bickham Lagudis
Colorado
$30.8M 568,266 +70,214 +14%
RWP
23
RWA Wealth Partners
Massachusetts
$30.6M 565,442 +143,571 +34%
AWM
24
Altium Wealth Management
New York
$30.5M 564,001 -974 -0.2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$28.2M 520,672 +222,523 +75%
1
2 3 4 5