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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
SSB
601
Sandy Spring Bank
Maryland
$8K – – –
PMFA
602
Plante Moran Financial Advisors
Michigan
$7K – – –
GRP
603
Global Retirement Partners
California
$7K +$6.06K +110 +500%
ADL
604
Asset Dedication LLC
California
$7K +$6.83K +124 New
AA
605
AlphaMark Advisors
Kentucky
$6K -$105K -1,900 -95%
IPW
606
IronBridge Private Wealth
Texas
$6K – – –
JFA
607
JNBA Financial Advisors
Minnesota
$6K – – –
GWS
608
Glassman Wealth Services
Virginia
$5K +$55 +1 +1%
LWM
609
Liberty Wealth Management
California
$4K -$3.58K -65 Closed
LFG
610
Larson Financial Group
Missouri
$3K -$18.7K -339 -86%
FCB
611
First Command Bank
Texas
$3K – – –
FCFS
612
First Command Financial Services
Texas
$3K – – –
WLPWM
613
Walled Lake Planning & Wealth Management
Illinois
$3K – – –
APWA
614
Atlas Private Wealth Advisors
New Jersey
$3K +$2.81K +51 New
HFS
615
Hantz Financial Services
Michigan
$3K +$3.36K +61 New
ASBI
616
American State Bank (Iowa)
Iowa
$2.21K – – –
CPWM
617
Cypress Point Wealth Management
Texas
$2K +$1.98K +36 New
AW
618
Avion Wealth
Texas
$1K +$606 +11 New
LWA
619
LWS Wealth Advisors
New Jersey
– -$10.4M -189,981 Closed
BDF
620
Balasa Dinverno & Foltz
– -$6.81M -124,678 Closed
BDWCC
621
B&D White Capital Company
Texas
– -$3.25M -59,755 Closed
Citadel Advisors
622
Citadel Advisors
Florida
– -$2.93M -53,641 Closed
NW
623
NewEdge Wealth
Pennsylvania
– -$2.4M -43,862 Closed
UFA
624
US Financial Advisors
Massachusetts
– -$1.77M -32,392 Closed
AHC
625
Anderson Hoagland & Co
Missouri
– -$1.36M -24,891 Closed
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.