We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

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: 578617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 3536 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
26
Sargent Bickham Lagudis
Colorado
$45.2M +$628K +11,392 +1%
AWM
27
Altium Wealth Management
New York
$43.7M +$2.88M +52,257 +7%
Osaic Holdings
28
Osaic Holdings
Arizona
$37M +$5.18M +94,062 +16%
LRIA
29
Leonard Rickey Investment Advisors
Washington
$34.3M +$2.24M +40,629 +7%
MIS
30
Morningstar Investment Services
Illinois
$34M +$3.52M +63,944 +12%
AWE
31
Avidian Wealth Enterprises
Texas
$32.5M -$1.05M -19,102 -3%
PO
32
Private Ocean
California
$31.7M +$2.36M +42,833 +8%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$30M +$3.12M +56,663 +12%
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$29M +$5.29M +96,096 +22%
PWA
35
Pinnacle Wealth Advisors
Tennessee
$29M +$28.9M +525,111 New
Stifel Financial
36
Stifel Financial
Missouri
$28.4M -$1.73M -31,384 -6%
MAM
37
Meeder Asset Management
Ohio
$25.2M +$4.14M +75,211 +20%
ST
38
Smithfield Trust
Pennsylvania
$25M +$558K +10,121 +2%
PAG
39
Private Advisor Group
New Jersey
$23.9M +$194K +3,527 +0.8%
SFS
40
Strategic Financial Services
New York
$23.2M +$33.9K +615 +0.1%
BlackRock
41
BlackRock
New York
$23M +$5.85M +106,195 +34%
Truist Financial
42
Truist Financial
North Carolina
$20.7M +$1.9M +34,440 +10%
V
43
Veritable
Delaware
$20.4M +$2.7M +49,055 +15%
FAAM
44
First Ascent Asset Management
Colorado
$20.2M +$2.8M +50,872 +16%
M&T Bank
45
M&T Bank
New York
$19.8M -$4.86M -88,246 -20%
RA
46
Riversedge Advisors
Delaware
$17.9M +$3.26M +59,136 +22%
WT
47
Washington Trust
Rhode Island
$17.3M +$33.1K +600 +0.2%
AFIMH
48
American Family Insurance Mutual Holding
Wisconsin
$16.6M +$16.5M +300,000 New
NNP
49
Nachman Norwood & Parrott
South Carolina
$16.4M +$2.73M +49,613 +20%
MG
50
Mather Group
Illinois
$16.3M +$1.94M +35,233 +14%