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Vanguard Tax-Exempt Bond Index Fund
VTEB

617 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

184% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 115

18% more capital invested

Capital invested by funds: $7.75B → $9.17B (+$1.42B)

7% more funds holding

Funds holding: 578 → 617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 35 → 36 (+1)

2.11% more ownership

Funds ownership: 68.19% → 70.3% (+2.1%)

Holders
617
Holders Change
+39
Holders Change %
+6.75%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$290M
2
Jane Street
Jane Street
New York
+$256M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$200M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$12.3M
2
LWA
LWS Wealth Advisors
New Jersey
-$10.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.15M
4
BDF
Balasa Dinverno & Foltz
-$6.81M
5
EPM
Elm Partners Management
Pennsylvania
-$4.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
426
TRUADVICE
Florida
$439K +$130K +2,368 +43%
BOPW
427
Brandywine Oak Private Wealth
Pennsylvania
$438K +$17.2K +313 +4%
RZH
428
Relyea Zuckerberg Hanson
Connecticut
$435K – – –
SFG
429
Sovereign Financial Group
Connecticut
$434K – – –
CWM
430
Cahaba Wealth Management
Georgia
$431K -$308K -5,596 -42%
MSFS
431
Main Street Financial Solutions
Pennsylvania
$430K -$3.47K -63 -0.8%
CFGS
432
Concourse Financial Group Securities
Alabama
$428K +$54.4K +987 +15%
AFP
433
Ausdal Financial Partners
Iowa
$419K +$11.1K +201 +3%
GWM
434
Geneos Wealth Management
Colorado
$418K +$13.8K +250 +3%
SAG
435
Spotlight Asset Group
Illinois
$413K – – –
IA
436
IFP Advisors
Florida
$412K +$57.3K +1,040 +16%
WMA
437
Wealth Management Associates
New Jersey
$409K +$27.5K +500 +7%
PWP
438
Personal Wealth Partners
Minnesota
$408K – – –
PJSIMP
439
P.J. Schmidt Investment Management (PJS)
Wisconsin
$407K +$165K +2,988 +69%
SP
440
Successful Portfolios
Florida
$405K – – –
CFA
441
Cahill Financial Advisors
Minnesota
$400K -$19.6K -356 -5%
WAP
442
Wealthcare Advisory Partners
Pennsylvania
$400K +$2.53K +46 +0.6%
WWM
443
Wolff Wiese Magana
California
$399K +$42K +762 +12%
HKIM
444
Hayek Kallen Investment Management
Alabama
$398K +$22K +400 +6%
KA
445
Kovack Advisors
Florida
$394K +$161K +2,916 +69%
CA
446
Calton & Associates
Florida
$393K +$49.7K +902 +15%
1WA
447
180 Wealth Advisors
Washington
$390K -$46.3K -841 -11%
VWA
448
V Wealth Advisors
Kansas
$384K +$40.8K +740 +12%
OA
449
Oxbow Advisors
Texas
$383K -$7.99K -145 -2%
PCM
450
Parsons Capital Management
Rhode Island
$373K +$113K +2,055 +44%
16 17
18
19 20

VTEB Hedge Fund Activity: Q2 2021 in Review

617 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2021, worth a combined $9.17B — up 18% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VTEB positions and 22 closed out — a net gain of 49 holders — while 327 added to existing stakes and 115 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $290M. The largest seller was Ameriprise, cutting an estimated $12.3M.

  • 617 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2021, up from 578 in Q1 2021.
  • Funds reported $9.17B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2021, up 18% quarter-over-quarter.
  • 71 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2021 and 22 closed out, a net change of +49 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $290M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2021 was Ameriprise, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2021.