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Vanguard Tax-Exempt Bond Index Fund
VTEB

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $3.14B → $3.47B (+$332M)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

7% more funds holding

Funds holding: 274 → 292 (+18)

2.46% less ownership

Funds ownership: 69.44% → 66.98% (-2.5%)

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$68.7M
2
CSIA
Charles Schwab Investment Advisory
California
+$64.5M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$37.6M
4
UBS Group
UBS Group
Switzerland
+$21.7M
5
Wells Fargo
Wells Fargo
California
+$21.6M

Top Sellers

1
Jane Street
Jane Street
New York
-$28.7M
2
EI
Ellevest Inc
New York
-$15.6M
3
RMC
Regis Management Company
California
-$11.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.25M
5
Ameriprise
Ameriprise
Minnesota
-$3.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$15M +$11.2M +213,482 +311%
BTS
27
BB&T Securities
Virginia
$14.2M +$1.17M +22,244 +9%
RWP
28
RWA Wealth Partners
Massachusetts
$13.8M -$170K -3,230 -1%
MIS
29
Morningstar Investment Services
Illinois
$13.8M +$1.33M +25,364 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13.1M -$2.22M -42,219 -15%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$11.9M – – –
RMC
32
Regis Management Company
California
$11.7M -$11.6M -220,377 -50%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$11.2M +$1.62M +30,926 +17%
OIWM
34
OptiFour Integrated Wealth Management
Virginia
$10.7M -$295K -5,623 -3%
MA
35
MUFG Americas
New York
$10.6M -$616K -11,732 -6%
JWM
36
Janiczek Wealth Management
Colorado
$10.4M -$325K -6,191 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.94M +$1.6M +30,554 +20%
W
38
WealthStone
Ohio
$9.13M – – –
MG
39
Mather Group
Illinois
$9.02M +$1.29M +24,477 +17%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$7.87M +$2.08M +39,634 +36%
FA
41
FDx Advisors
Illinois
$7.68M +$7.6M +144,632 New
AG
42
Advisor Group
Arizona
$7.58M +$807K +15,362 +12%
IA
43
Independence Advisors
Pennsylvania
$7M -$249K -4,734 -3%
AWE
44
Avidian Wealth Enterprises
Texas
$6.99M +$2.95M +56,110 +74%
WIC
45
Whitegate Investment Counselors
New Hampshire
$6.73M +$131K +2,500 +2%
BUB
46
BBVA USA Bancshares
Texas
$6.39M +$154K +2,927 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$6.24M +$4.74M +90,224 +330%
AF
48
Advisornet Financial
Minnesota
$6.1M +$120K +2,287 +2%
CCG
49
Chatham Capital Group
Georgia
$6M – – –
CCP
50
Cardan Capital Partners
Colorado
$5.63M -$124K -2,361 -2%
1
2
3 4 5

VTEB Hedge Fund Activity: Q2 2019 in Review

292 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2019, worth a combined $3.47B — up 11% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VTEB positions and 19 closed out — a net gain of 21 holders — while 123 added to existing stakes and 62 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $68.7M. The largest seller was Jane Street, exiting entirely with an estimated $28.7M sold.

  • 292 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2019, up from 274 in Q1 2019.
  • Funds reported $3.47B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2019, up 11% quarter-over-quarter.
  • 40 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2019 and 19 closed out, a net change of +21 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2019 was Wealthfront Advisers, an estimated $68.7M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2019 was Jane Street, an estimated $28.7M sold.

Based on aggregated 13F filings for Q2 2019.