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Vanguard Tax-Exempt Bond Index Fund
VTEB

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: 578 → 617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 35 → 36 (+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

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$290M
2
Jane Street
Jane Street
New York
+$256M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$200M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$12.3M
2
LWA
LWS Wealth Advisors
New Jersey
-$10.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.15M
4
BDF
Balasa Dinverno & Foltz
-$6.81M
5
EPM
Elm Partners Management
Pennsylvania
-$4.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
576
Charter Oak Capital Management
New Hampshire
$34K -$6.39K -116 -16%
CH
577
Canton Hathaway
Rhode Island
$34K – – –
CFFP
578
Center for Financial Planning
Michigan
$34K – – –
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K +$33.2K +602 New
WQ
580
Wealth Quarterback
New Jersey
$31K +$30.7K +558 New
WTC
581
WhitTier Trust Company
Nevada
$28K – – –
CT
582
Caldwell Trust
Florida
$27.6K – – –
MFT
583
Moisand Fitzgerald Tamayo
Florida
$27K -$5.34K -97 -16%
AWM
584
Accel Wealth Management
Iowa
$26K – – –
EVM
585
Eaton Vance Management
Massachusetts
$26K +$21.3K +386 +471%
JWA
586
JFS Wealth Advisors
Pennsylvania
$23K +$23.4K +424 New
BWL
587
Bogart Wealth LLC
Virginia
$22K +$55 +1 +0.3%
BFEC
588
Benjamin F. Edwards & Company
Missouri
$21K +$10.6K +192 +99%
Bessemer Group
589
Bessemer Group
New Jersey
$17K – – –
CA
590
Clearstead Advisors
Ohio
$17K +$4.68K +85 +38%
HWM
591
Holloway Wealth Management
Florida
$16K – – –
HFA
592
Hoover Financial Advisors
Pennsylvania
$16K +$110 +2 +0.7%
FMTCOCP
593
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K +$16K +290 New
GFPC
594
Global Financial Private Client
Florida
$15.9K – – –
IWP
595
IAG Wealth Partners
Wisconsin
$15K – – –
AWA
596
Arkadios Wealth Advisors
Georgia
$15K +$55 +1 +0.4%
DAM
597
Delta Asset Management
Tennessee
$14K – – –
CHA
598
Carmichael Hill & Associates
Maryland
$13K – – –
NSIM
599
North Star Investment Management
Illinois
$11K – – –
AWM
600
Avior Wealth Management
Nebraska
$9K – – –
22 23
24
25 26

VTEB Hedge Fund Activity: Q2 2021 in Review

617 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2021, worth a combined $9.17B — up 18% from $7.75B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new VTEB positions and 22 closed out — a net gain of 49 holders — while 327 added to existing stakes and 115 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $290M. The largest seller was Ameriprise, cutting an estimated $12.3M.

  • 617 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2021, up from 578 in Q1 2021.
  • Funds reported $9.17B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2021, up 18% quarter-over-quarter.
  • 71 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2021 and 22 closed out, a net change of +49 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $290M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2021 was Ameriprise, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2021.