We are live on ! Find out more
VTEB icon

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
GFPC
551
Global Financial Private Client
Florida
$15.7K
IWP
552
IAG Wealth Partners
Wisconsin
$15K
AWA
553
Arkadios Wealth Advisors
Georgia
$15K +$55 +1 +0.4%
DAM
554
Delta Asset Management
Tennessee
$14K
CHA
555
Carmichael Hill & Associates
Maryland
$13K
ATC
556
Adirondack Trust Company
New York
$13K +$12.7K +231 New
CA
557
Clearstead Advisors
Ohio
$12K +$5.49K +100 +80%
GAM
558
Grandview Asset Management
Pennsylvania
$12K +$11.6K +211 New
NSIM
559
North Star Investment Management
Illinois
$11K
BFEC
560
Benjamin F. Edwards & Company
Missouri
$11K +$10.7K +194 New
AWM
561
Avior Wealth Management
Nebraska
$9K +$9.34K +170 New
JPLA
562
Joseph P. Lucia & Associates
New York
$8K
SSB
563
Sandy Spring Bank
Maryland
$8K
PMFA
564
Plante Moran Financial Advisors
Michigan
$7K -$35.5K -646 -83%
CTB
565
Country Trust Bank
Illinois
$6K +$5.66K +103 New
JFA
566
JNBA Financial Advisors
Minnesota
$6K +$6.26K +114 New
IPW
567
IronBridge Private Wealth
Texas
$5K
SFS
568
Sowell Financial Services
Arkansas
$5K +$4.67K +85 New
GWS
569
Glassman Wealth Services
Virginia
$5K +$4.95K +90 New
EVM
570
Eaton Vance Management
Massachusetts
$4K +$4.5K +82 New
LWM
571
Liberty Wealth Management
California
$3K
FCB
572
First Command Bank
Texas
$3K +$2.53K +46 New
FCFS
573
First Command Financial Services
Texas
$3K +$2.53K +46 New
WLPWM
574
Walled Lake Planning & Wealth Management
Illinois
$3K +$3.41K +62 New
ASBI
575
American State Bank (Iowa)
Iowa
$2.19K +$2.2K +40 New

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.