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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
KOMWMG
401
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$455K +$16.3K +296 +4%
DCM
402
Donaldson Capital Management
Indiana
$451K +$2.75K +50 +0.6%
WS
403
Wedbush Securities
California
$439K
CRCM
404
Corbett Road Capital Management
Virginia
$435K -$358K -6,508 -45%
1WA
405
180 Wealth Advisors
Washington
$434K -$23.4K -426 -5%
SFG
406
Sovereign Financial Group
Connecticut
$434K +$152K +2,762 +53%
RZH
407
Relyea Zuckerberg Hanson
Connecticut
$433K
CB
408
Commerce Bank
Missouri
$433K +$2.75K +50 +0.6%
MSFS
409
Main Street Financial Solutions
Pennsylvania
$429K -$8.24K -150 -2%
CW
410
CreativeOne Wealth
Kansas
$421K +$1.98K +36 +0.5%
BOPW
411
Brandywine Oak Private Wealth
Pennsylvania
$416K +$7.03K +128 +2%
CFA
412
Cahill Financial Advisors
Minnesota
$415K -$35.9K -653 -8%
SAG
413
Spotlight Asset Group
Illinois
$408K
5L
414
55I LLC
Massachusetts
$404K +$406K +7,389 New
PWP
415
Personal Wealth Partners
Minnesota
$403K
AFP
416
Ausdal Financial Partners
Iowa
$403K +$106K +1,936 +36%
GWM
417
Geneos Wealth Management
Colorado
$402K -$5.49K -100 -1%
SP
418
Successful Portfolios
Florida
$400K -$2.75K -50 -0.7%
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$393K +$24.1K +439 +6%
MW
420
Marcum Wealth
Ohio
$388K +$390K +7,098 New
OA
421
Oxbow Advisors
Texas
$387K -$39K -709 -9%
GWCM
422
Godshalk Welsh Capital Management
Pennsylvania
$383K +$110K +2,000 +40%
FPCP
423
Fort Point Capital Partners
California
$382K
WMA
424
Wealth Management Associates
New Jersey
$376K
APA
425
American Portfolios Advisors
New York
$374K +$22K +400 +6%

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.