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Vanguard Tax-Exempt Bond Index Fund
VTEB

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: 542 → 578 (+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: 38 → 35 (-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

Top Buyers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
+$247M
2
CSIA
Charles Schwab Investment Advisory
California
+$117M
3
Creative Planning
Creative Planning
Kansas
+$80.7M
4
Jane Street
Jane Street
New York
+$80.2M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$75.8M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$11.9M
2
CIA
Compass Ion Advisors
Pennsylvania
-$11.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.74M
4
LWA
LWS Wealth Advisors
New Jersey
-$8.96M
5
RH
RFG Holdings
Texas
-$8.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
476
Sage Mountain Advisors
Georgia
$254K – – –
DWM
477
Doyle Wealth Management
Florida
$254K +$255K +4,643 New
HI
478
Hudock Inc
Pennsylvania
$253K +$165 +3 +0.1%
RWM
479
RKL Wealth Management
Pennsylvania
$252K -$989 -18 -0.4%
SCA
480
Snowden Capital Advisors
New York
$251K +$252K +4,590 New
Brown Advisory
481
Brown Advisory
Maryland
$249K – – –
PJSIMP
482
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K +$238K +4,335 New
KWM
483
Kingsview Wealth Management
Oregon
$238K +$220 +4 +0.1%
SLA
484
Silver Lake Advisory
Utah
$235K +$714 +13 +0.3%
KA
485
Kovack Advisors
Florida
$230K +$604 +11 +0.3%
DMC
486
Drexel Morgan & Co
Pennsylvania
$229K – – –
MWM
487
Meridian Wealth Management
Kentucky
$224K – – –
CBFP
488
Cedar Brook Financial Partners
Ohio
$223K +$1.1K +20 +0.5%
HF
489
HRT Financial
New York
$221K +$223K +4,057 New
RVPG
490
Relative Value Partners Group
$219K +$440 +8 +0.2%
AWA
491
ARS Wealth Advisors
Florida
$219K +$220K +4,000 New
CSPIA
492
Cary Street Partners Investment Advisory
Virginia
$219K +$220K +4,003 New
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
$218K +$38.5K +701 +21%
WP
494
WealthPLAN Partners
Nebraska
$216K +$216K +3,936 New
Wealth Enhancement Advisory Services
495
Wealth Enhancement Advisory Services
Minnesota
$216K +$217K +3,941 New
JAG
496
Journey Advisory Group
Kentucky
$215K – – –
DI
497
Diligent Investors
California
$214K +$110 +2 +0.1%
BC
498
Burney Company
Virginia
$207K +$209K +3,795 New
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$206K +$207K +3,775 New
OSAM
500
O'Shaughnessy Asset Management
Connecticut
$188K +$189K +3,444 New
18 19
20
21 22

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.