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Vanguard Tax-Exempt Bond Index Fund
VTEB

458 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, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431 → 458 (+27)

1.43% less ownership

Funds ownership: 67.53% → 66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 31 → 29 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
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
97
Closed
31
Calls
–
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$98.9M
2
CSIA
Charles Schwab Investment Advisory
California
+$60.1M
3
SCM
SCS Capital Management
Massachusetts
+$47M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$41.4M
5
Northern Trust
Northern Trust
Illinois
+$22.9M

Top Sellers

1
GC
Garde Capital
Washington
-$25.4M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$18.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$13M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$9.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
276
Versant Capital Management
Arizona
$649K +$600 +11 +0.1%
PA
277
PFG Advisors
Arizona
$641K +$647K +11,854 New
PP
278
PrairieView Partners
Minnesota
$639K – – –
EH
279
Equitable Holdings
New York
$628K +$25.4K +465 +4%
FT
280
Fiduciary Trust
Massachusetts
$624K +$383K +7,013 +158%
BCM
281
Brasada Capital Management
Texas
$612K +$82.6K +1,514 +16%
TCWA
282
Ten Capital Wealth Advisors
Washington
$607K +$609K +11,150 New
CST
283
Charles Schwab Trust
Nevada
$606K – – –
PA
284
Pinnacle Associates
New York
$595K +$118K +2,168 +25%
KF
285
Krilogy Financial
Missouri
$586K +$36.3K +666 +7%
PP
286
PDS Planning
Ohio
$581K +$226K +4,132 +63%
AP
287
Adero Partners
California
$577K +$74.5K +1,365 +15%
FA
288
Financial Advisors
Massachusetts
$563K – – –
BCM
289
Blume Capital Management
California
$558K – – –
MWM
290
Modera Wealth Management
New Jersey
$549K +$285K +5,225 +107%
IWM
291
IHT Wealth Management
Illinois
$549K +$305K +5,585 +124%
WHG
292
Westwood Holdings Group
Texas
$546K +$547K +10,021 New
FPIS
293
Financial Planning & Information Services
Wisconsin
$544K +$250K +4,588 +85%
AACR
294
ACR Alpine Capital Research
Missouri
$535K +$65.5K +1,200 +14%
PEA
295
Pacific Edge Advisors
California
$531K +$92.8K +1,700 +21%
VA
296
Valmark Advisers
Ohio
$529K +$36.7K +673 +7%
Comerica Bank
297
Comerica Bank
Texas
$528K +$134K +2,451 +34%
HFAS
298
Hummer Financial Advisory Services
Illinois
$523K +$524K +9,600 New
RIM
299
Rockbridge Investment Management
New York
$522K – – –
JFA
300
Johanson Financial Advisors
California
$516K +$257K +4,708 +98%
10 11
12
13 14

VTEB Hedge Fund Activity: Q3 2020 in Review

458 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q3 2020, worth a combined $5.84B — up 12% from $5.23B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new VTEB positions and 31 closed out — a net gain of 31 holders — while 223 added to existing stakes and 97 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $98.9M. The largest seller was Garde Capital, exiting entirely with an estimated $25.4M sold.

  • 458 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q3 2020, up from 431 in Q2 2020.
  • Funds reported $5.84B of Vanguard Tax-Exempt Bond Index Fund stock for Q3 2020, up 12% quarter-over-quarter.
  • 62 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q3 2020 and 31 closed out, a net change of +31 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q3 2020 was Wealthfront Advisers, an estimated $98.9M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q3 2020 was Garde Capital, an estimated $25.4M sold.

Based on aggregated 13F filings for Q3 2020.