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Vanguard Tax-Exempt Bond Index Fund

578 hedge funds and large institutions have $7.75B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 295 increasing their positions, 123 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 24

140% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 123

14% more capital invested

Capital invested by funds: $6.8B → $7.75B (+$955M)

7% more funds holding

Funds holding: 542578 (+36)

0.98% more ownership

Funds ownership: 67.22%68.19% (+0.98%)

8% less funds holding in top 10

Funds holding in top 10: 3835 (-3)

Holders
578
Holders Change
+36
Holders Change %
+6.64%
% of All Funds
10.15%
Holding in Top 10
35
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-7.89%
% of All Funds
0.61%
New
63
Increased
295
Reduced
123
Closed
24
Calls
$350K
Puts
Net Calls
+$350K
Net Calls Change
+$350K
Name Holding Trade Value Shares
Change
Change in
Stake
HR
301
Howe & Rusling
New York
$947K +$241K +4,394 +34%
Citigroup
302
Citigroup
New York
$945K -$4.29K -78 -0.4%
SWM
303
SigFig Wealth Management
California
$939K +$945K +17,192 New
SG
304
StoneX Group
New York
$935K +$9.89K +180 +1%
FT
305
Fiduciary Trust
Massachusetts
$929K +$157K +2,865 +20%
DL
306
DOHJ LLC
Washington
$910K +$24.6K +447 +3%
SWP
307
Stratos Wealth Partners
Ohio
$875K +$188K +3,420 +27%
SEP
308
Southland Equity Partners
Missouri
$868K +$10.1K +183 +1%
CST
309
Charles Schwab Trust
Nevada
$852K +$217K +3,955 +34%
NA
310
NewEdge Advisors
Louisiana
$850K +$280K +5,098 +49%
CA
311
Claro Advisors
Massachusetts
$847K -$1.59K -29 -0.2%
LL
312
LPWM LLC
Minnesota
$841K -$8.24K -150 -1%
WIA
313
World Investment Advisors
California
$832K +$132K +2,405 +19%
BL
314
BFSG LLC
California
$817K
HWMG
315
Hurlow Wealth Management Group
Indiana
$813K +$373K +6,785 +84%
SIA
316
Soltis Investment Advisors
Utah
$805K +$809K +14,725 New
ACP
317
Aveo Capital Partners
Colorado
$803K +$291K +5,302 +56%
DAS
318
Dynamic Advisor Solutions
Arizona
$795K +$30.4K +553 +4%
AF
319
Affiance Financial
Minnesota
$794K
CWP
320
Concord Wealth Partners
Virginia
$794K
HSA
321
HBK Sorce Advisory
Pennsylvania
$789K -$59K -1,074 -7%
CAMG
322
CWA Asset Management Group
Florida
$789K +$60.7K +1,104 +8%
PWM
323
Perigon Wealth Management
California
$777K +$308K +5,598 +65%
Janney Montgomery Scott
324
Janney Montgomery Scott
Pennsylvania
$771K -$7.14K -130 -0.9%
SC
325
Savant Capital
Illinois
$769K

VTEB Hedge Fund Activity: Q1 2021 in Review

578 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2021, worth a combined $7.75B — up 14% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VTEB positions and 24 closed out — a net gain of 39 holders — while 295 added to existing stakes and 123 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $247M. The largest seller was JP Morgan Chase, cutting an estimated $11.9M.

  • 578 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2021, up from 542 in Q4 2020.
  • Funds reported $7.75B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2021, up 14% quarter-over-quarter.
  • 63 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2021 and 24 closed out, a net change of +39 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2021 was Wealthfront Advisers, an estimated $247M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2021 was JP Morgan Chase, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2021.