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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
NFG
351
Next Financial Group
Texas
$648K -$18.4K -334 -3%
KF
352
Krilogy Financial
Missouri
$645K +$18.2K +331 +3%
TF
353
TIAA FSB
Florida
$639K +$643K +11,703 New
BW
354
Bison Wealth
Georgia
$630K +$242K +4,410 +62%
MA
355
Mutual Advisors
Nebraska
$627K +$227K +4,137 +56%
PA
356
Pinnacle Associates
New York
$626K +$140K +2,549 +29%
TCWA
357
Ten Capital Wealth Advisors
Washington
$609K
IF
358
IRON Financial
Illinois
$608K +$611K +11,126 New
Prudential Financial
359
Prudential Financial
New Jersey
$607K +$61.3K +1,115 +11%
AA
360
Ancora Advisors
Ohio
$605K -$70.3K -1,280 -10%
HL
361
HeadInvest LLC
Maine
$601K +$54.9K +1,000 +10%
GWMIA
362
Global Wealth Management Investment Advisory
Florida
$600K +$282K +5,139 +88%
VCM
363
Versant Capital Management
Arizona
$598K -$10.7K -194 -2%
AP
364
Adero Partners
California
$592K +$12.9K +234 +2%
AWM
365
Atticus Wealth Management
Florida
$590K +$494K +9,000 +500%
SL
366
SWMG LLC
Texas
$589K +$66.8K +1,215 +13%
PP
367
PDS Planning
Ohio
$588K +$1.54K +28 +0.3%
SWA
368
Stratos Wealth Advisors
Ohio
$587K +$192K +3,493 +48%
AIM
369
AMI Investment Management
Indiana
$582K
Fisher Asset Management
370
Fisher Asset Management
Washington
$581K -$2.06M -37,506 -78%
BAM
371
Belpointe Asset Management
Nevada
$579K +$71.9K +1,309 +14%
CMBA
372
C.M. Bidwell & Associates
Hawaii
$576K +$113K +2,055 +24%
FA
373
Financial Advisors
Massachusetts
$565K
EFG
374
Everhart Financial Group
Ohio
$553K -$1.81K -33 -0.3%
BP
375
Ballentine Partners
Massachusetts
$552K

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.