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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
AWM
26
Altium Wealth Management
New York
$40.4M +$3.16M +57,589 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$38M +$882K +16,047 +2%
AWE
28
Avidian Wealth Enterprises
Texas
$33.1M +$9.92M +180,537 +42%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$31.5M +$749K +13,641 +2%
Osaic Holdings
30
Osaic Holdings
Arizona
$31.4M +$4.48M +81,578 +17%
MIS
31
Morningstar Investment Services
Illinois
$30.2M +$2.41M +43,920 +9%
Stifel Financial
32
Stifel Financial
Missouri
$29.8M +$6.42M +116,927 +27%
PO
33
Private Ocean
California
$29M +$5.23M +95,216 +22%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$26.6M +$3.34M +60,793 +14%
M&T Bank
35
M&T Bank
New York
$24.4M +$3.14M +57,083 +15%
ST
36
Smithfield Trust
Pennsylvania
$24.1M +$873K +15,898 +4%
PFPT
37
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.6M +$3.95M +71,818 +20%
PAG
38
Private Advisor Group
New Jersey
$23.4M +$4.78M +87,004 +26%
SFS
39
Strategic Financial Services
New York
$22.9M -$166K -3,013 -0.7%
MAM
40
Meeder Asset Management
Ohio
$20.8M +$4.26M +77,616 +26%
Truist Financial
41
Truist Financial
North Carolina
$18.6M +$625K +11,367 +3%
V
42
Veritable
Delaware
$17.5M +$5.77M +104,985 +49%
FAAM
43
First Ascent Asset Management
Colorado
$17.2M +$2.58M +46,981 +18%
WT
44
Washington Trust
Rhode Island
$17.1M +$1.28M +23,290 +8%
BlackRock
45
BlackRock
New York
$16.9M +$4.91M +89,402 +41%
QWM
46
Quaker Wealth Management
New Jersey
$16.2M +$5.24M +95,462 +48%
CIA
47
Compass Ion Advisors
Pennsylvania
$15.7M -$11.2M -204,164 -41%
LBD
48
Landsberg Bennett & Dubbaneh
Florida
$15.1M +$2.73M +49,641 +22%
RA
49
Riversedge Advisors
Delaware
$14.5M +$1.07M +19,407 +8%
BFA
50
Bragg Financial Advisors
North Carolina
$14.4M +$864K +15,718 +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.