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Vanguard Tax-Exempt Bond Index Fund
VTEB

Overview Fund Activity

541 hedge funds and large institutions have $6.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 257 increasing their positions, 100 reducing their positions, and 16 closing their positions.

Holders
541
Holders Change
+84
Holders Change %
+18.38%
% of All Funds
9.6%
Holding in Top 10
38
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+31.03%
% of All Funds
0.67%
New
107
Increased
257
Reduced
100
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B
2
Morgan Stanley
2
Morgan Stanley
New York
$280M
3
CSIA
3
Charles Schwab Investment Advisory
California
$637M
4
SCM
4
SCS Capital Management
Massachusetts
$541M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$91.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$306M
2
Creative Planning
2
Creative Planning
Kansas
$225M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
CCFM
4
Clear Creek Financial Management
Washington
$1.62M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.29B 23,375,954 +3,505,257 +18%
CSIA
2
Charles Schwab Investment Advisory
California
$637M 11,540,488 +1,855,408 +19%
SCM
3
SCS Capital Management
Massachusetts
$541M 9,794,557 +1,588,534 +19%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$473M 8,562,022 +833,950 +11%
RJA
5
Raymond James & Associates
Florida
$358M 6,481,540 +350,329 +6%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$306M 5,540,436 -456,999 -8%
Morgan Stanley
7
Morgan Stanley
New York
$280M 5,081,695 +2,441,210 +92%
Creative Planning
8
Creative Planning
Kansas
$225M 4,077,398 -349,358 -8%
UBS Group
9
UBS Group
Switzerland
$153M 2,779,753 +254,908 +10%
Wells Fargo
10
Wells Fargo
California
$146M 2,644,413 +236,264 +10%
Bank of America
11
Bank of America
North Carolina
$115M 2,079,064 +146,892 +8%
Vanguard Group
12
Vanguard Group
Pennsylvania
$91.8M 1,662,474 +866,589 +109%
SEI Investments
13
SEI Investments
Pennsylvania
$81.6M 1,479,467 -51,291 -3%
ACA
14
Ackerman Capital Advisors
Texas
$78.2M 1,416,465 +10,911 +0.8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$78.2M 1,416,142 +185,105 +15%
Ameriprise
16
Ameriprise
Minnesota
$63.9M 1,160,410 +178,764 +18%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$56.2M 1,019,176 +60,749 +6%
RWP
18
RWA Wealth Partners
Massachusetts
$55M 997,072 +27,925 +3%
US Bancorp
19
US Bancorp
Minnesota
$53.2M 964,387 +249,475 +35%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$49.7M 900,468 +207,319 +30%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$48.2M 873,176 +79,487 +10%
SBL
22
Sargent Bickham Lagudis
Colorado
$41.3M 748,150 +132,429 +22%
LPL Financial
23
LPL Financial
California
$40.3M 730,620 +55,793 +8%
CCWA
24
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.7M 683,335 +112,684 +20%
AWM
25
Altium Wealth Management
New York
$37.6M 680,936 +69,591 +11%
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