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Vanguard Tax-Exempt Bond Index Fund
VTEB

542 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, 101 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 16

154% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 101

31% more funds holding in top 10

Funds holding in top 10: 29 → 38 (+9)

18% more funds holding

Funds holding: 458 → 542 (+84)

16% more capital invested

Capital invested by funds: $5.84B → $6.8B (+$956M)

1.11% more ownership

Funds ownership: 66.1% → 67.22% (+1.1%)

Holders
542
Holders Change
+84
Holders Change %
+18.34%
% of All Funds
9.59%
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
101
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$191M
2
Morgan Stanley
Morgan Stanley
New York
+$133M
3
CSIA
Charles Schwab Investment Advisory
California
+$101M
4
SCM
SCS Capital Management
Massachusetts
+$86.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$47.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$24.9M
2
Creative Planning
Creative Planning
Kansas
-$19.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$13.8M
4
CCFM
Clear Creek Financial Management
Washington
-$9.76M
5
Jane Street
Jane Street
New York
-$6.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
326
Texas Capital Bank Wealth Management Services
Texas
$597K -$292K -5,348 -33%
PP
327
PDS Planning
Ohio
$592K +$3.22K +59 +0.6%
SF
328
Synovus Financial
Georgia
$590K -$94.1K -1,723 -14%
AIM
329
AMI Investment Management
Indiana
$588K +$582K +10,655 New
AP
330
Adero Partners
California
$585K – – –
MW
331
MBL Wealth
North Carolina
$579K +$573K +10,500 New
NA
332
NewEdge Advisors
Louisiana
$578K +$571K +10,467 New
FA
333
Financial Advisors
Massachusetts
$570K – – –
WWM
334
Windsor Wealth Management
Indiana
$569K +$108K +1,984 +24%
BCM
335
Blume Capital Management
California
$566K – – –
EFG
336
Everhart Financial Group
Ohio
$560K +$554K +10,148 New
BP
337
Ballentine Partners
Massachusetts
$558K -$436K -7,979 -44%
CM
338
Columbus Macro
Pennsylvania
$558K +$161K +2,952 +41%
HL
339
HeadInvest LLC
Maine
$552K +$546K +10,000 New
Prudential Financial
340
Prudential Financial
New Jersey
$552K +$546K +10,003 New
FNWM
341
Financial Network Wealth Management
Utah
$549K +$543K +9,950 New
DI
342
Disciplined Investments
Oklahoma
$540K +$227K +4,162 +74%
VA
343
Valmark Advisers
Ohio
$536K – – –
AWM
344
Altavista Wealth Management
North Carolina
$535K +$54.6K +1,000 +11%
HFAS
345
Hummer Financial Advisory Services
Illinois
$530K – – –
SL
346
SWMG LLC
Texas
$530K +$523K +9,572 New
CYG
347
Clean Yield Group
Vermont
$530K +$524K +9,598 New
RIM
348
Rockbridge Investment Management
New York
$529K – – –
FWIA
349
Fort Washington Investment Advisors
Ohio
$525K +$237K +4,344 +84%
JIR
350
James Investment Research
Ohio
$522K +$65.5K +1,200 +15%
12 13
14
15 16

VTEB Hedge Fund Activity: Q4 2020 in Review

542 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q4 2020, worth a combined $6.8B — up 16% from $5.84B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new VTEB positions and 16 closed out — a net gain of 91 holders — while 257 added to existing stakes and 101 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $191M. The largest seller was JP Morgan Chase, cutting an estimated $24.9M.

  • 542 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q4 2020, up from 458 in Q3 2020.
  • Funds reported $6.8B of Vanguard Tax-Exempt Bond Index Fund stock for Q4 2020, up 16% quarter-over-quarter.
  • 107 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q4 2020 and 16 closed out, a net change of +91 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q4 2020 was Wealthfront Advisers, an estimated $191M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q4 2020 was JP Morgan Chase, an estimated $24.9M sold.

Based on aggregated 13F filings for Q4 2020.