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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
HKIM
426
Hayek Kallen Investment Management
Alabama
$372K +$38.5K +700 +11%
BCM
427
Brasada Capital Management
Texas
$371K +$39.3K +715 +12%
CF
428
Centaurus Financial
California
$370K -$48.5K -882 -12%
CFGS
429
Concourse Financial Group Securities
Alabama
$369K +$5.71K +104 +2%
FWIA
430
Fort Washington Investment Advisors
Ohio
$367K -$154K -2,800 -29%
PP
431
Patron Partners
Texas
$365K +$368K +6,689 New
MAM
432
MMA Asset Management
Pennsylvania
$361K +$42.4K +771 +13%
BPB
433
Badgley, Phelps & Bell
Washington
$355K -$148K -2,692 -29%
WWM
434
Wolff Wiese Magana
California
$353K +$79.8K +1,452 +29%
AP
435
Arlington Partners
Alabama
$353K +$171K +3,109 +93%
IA
436
IFP Advisors
Florida
$350K -$36.9K -671 -9%
APP
437
Avantax Planning Partners
Iowa
$350K +$74K +1,346 +27%
HW
438
Hamilton Wealth
California
$340K
VWA
439
V Wealth Advisors
Kansas
$339K -$8.35K -152 -2%
CA
440
Calton & Associates
Florida
$339K +$32.5K +591 +11%
JIP
441
Jaffetilchin Investment Partners
Florida
$337K -$68.2K -1,242 -17%
PWM
442
Paulson Wealth Management
Illinois
$337K -$40.5K -738 -11%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$336K -$443K -8,057 -57%
BCM
444
Brookstone Capital Management
Illinois
$336K -$115K -2,085 -25%
CAM
445
Cozad Asset Management
Illinois
$332K +$37.2K +677 +13%
MCM
446
Maryland Capital Management
Maryland
$332K +$333K +6,067 New
LFAS
447
Level Four Advisory Services
Texas
$329K -$18.6K -339 -5%
KTA
448
Keeley-Teton Advisors
Illinois
$328K
TI
449
Tidal Investments
Wisconsin
$328K
SF
450
Synovus Financial
Georgia
$321K -$264K -4,809 -45%

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.