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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

457 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 96 reducing their positions, and 31 closing their positions.

Holders
457
Holders Change
+27
Holders Change %
+6.28%
% of All Funds
9.25%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
96
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B
2
CSIA
2
Charles Schwab Investment Advisory
California
$527M
3
SCM
3
SCS Capital Management
Massachusetts
$447M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M
5
RWP
5
RWA Wealth Partners
Massachusetts
$52.8M

Top Sellers

1
GC
1
Garde Capital
Washington
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.79M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$43.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.56M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.08B 19,870,697 +1,812,325 +10%
CSIA
2
Charles Schwab Investment Advisory
California
$527M 9,685,080 +1,100,347 +13%
SCM
3
SCS Capital Management
Massachusetts
$447M 8,206,023 +861,033 +12%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$421M 7,728,072 +758,332 +11%
RJA
5
Raymond James & Associates
Florida
$334M 6,131,211 +192,559 +3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$327M 5,997,435 +277,492 +5%
Creative Planning
7
Creative Planning
Kansas
$241M 4,426,756 +387,047 +10%
Morgan Stanley
8
Morgan Stanley
New York
$144M 2,640,485 +208,935 +9%
UBS Group
9
UBS Group
Switzerland
$137M 2,524,845 +391,781 +18%
Wells Fargo
10
Wells Fargo
California
$131M 2,408,149 -1,824 -0.1%
Bank of America
11
Bank of America
North Carolina
$105M 1,932,172 +330,277 +21%
ECM
12
ETrade Capital Management
Virginia
$103M 1,888,038 +272,491 +17%
SEI Investments
13
SEI Investments
Pennsylvania
$83.3M 1,530,758 -58,140 -4%
ACA
14
Ackerman Capital Advisors
Texas
$76.5M 1,405,554 +122,061 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$67M 1,231,037 +150,453 +14%
Ameriprise
16
Ameriprise
Minnesota
$53.4M 981,646 +159,842 +19%
RWP
17
RWA Wealth Partners
Massachusetts
$52.8M 969,147 +403,705 +71%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$52.2M 958,427 +37,002 +4%
Vanguard Group
19
Vanguard Group
Pennsylvania
$43.3M 795,885 -230,118 -22%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$43.2M 793,689 +72,403 +10%
US Bancorp
21
US Bancorp
Minnesota
$38.9M 714,912 +339,462 +90%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$37.7M 693,149 +70,280 +11%
LPL Financial
23
LPL Financial
California
$36.7M 674,827 +59,292 +10%
SBL
24
Sargent Bickham Lagudis
Colorado
$33.5M 615,721 +47,455 +8%
AWM
25
Altium Wealth Management
New York
$33.3M 611,345 +47,344 +8%
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