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Vanguard Tax-Exempt Bond Index Fund
VTEB

723 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 50

112% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 149

31% more funds holding in top 10

Funds holding in top 10: 36 → 47 (+11)

13% more funds holding

Funds holding: 638 → 723 (+85)

7% more capital invested

Capital invested by funds: $9.4B → $10.1B (+$652M)

0.57% more ownership

Funds ownership: 68.08% → 68.64% (+0.57%)

Holders
723
Holders Change
+85
Holders Change %
+13.32%
% of All Funds
11.13%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.72%
New
150
Increased
316
Reduced
149
Closed
50
Calls
$86K
Puts
–
Net Calls
+$86K
Net Calls Change
+$86K

Top Buyers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
+$68.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$66.1M
3
CSIA
Charles Schwab Investment Advisory
California
+$56.8M
4
Bank of America
Bank of America
North Carolina
+$48.5M
5
Jane Street
Jane Street
New York
+$47.9M

Top Sellers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
-$141M
2
SCM
SCS Capital Management
Massachusetts
-$23.1M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.5M
4
WT
Washington Trust
Rhode Island
-$17.7M
5
PAG
Private Advisor Group
New Jersey
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
601
Citizens Financial Group
Rhode Island
$240K – – –
IWN
602
Independent Wealth Network
Iowa
$240K – – –
KWM
603
Kingsview Wealth Management
Oregon
$240K +$384 +7 +0.2%
SLA
604
Silver Lake Advisory
Utah
$240K +$1.26K +23 +0.5%
ACP
605
Aveo Capital Partners
Colorado
$240K +$239K +4,370 New
Citadel Advisors
606
Citadel Advisors
Florida
$239K +$238K +4,345 New
KFGK
607
Keystone Financial Group (Kentucky)
Kentucky
$237K +$236K +4,308 New
BRWM
608
B. Riley Wealth Management
Tennessee
$234K +$274 +5 +0.1%
Bank of Montreal
609
Bank of Montreal
Ontario, Canada
$229K +$228K +4,166 New
TB
610
Treynor Bancshares
Iowa
$229K +$228K +4,166 New
HIS
611
Harvest Investment Services
Illinois
$226K -$347K -6,332 -61%
AG
612
Ascent Group
Virginia
$226K +$229K +4,185 New
MWM
613
Meridian Wealth Management
Kentucky
$225K – – –
PWM
614
Peterson Wealth Management
Nevada
$225K +$225K +4,105 New
WAM
615
WNY Asset Management
New York
$223K – – –
CL
616
CPWM LLC
Washington
$223K +$223K +4,073 New
PB
617
Pinnacle Bancorp
Nebraska
$222K – – –
WAM
618
Walker Asset Management
Missouri
$220K +$219K +4,000 New
JAG
619
Journey Advisory Group
Kentucky
$216K – – –
OC
620
Oppenheimer & Co
New York
$216K +$11.7K +213 +6%
DI
621
Diligent Investors
California
$215K +$329 +6 +0.2%
WWM
622
Western Wealth Management
Colorado
$214K +$214K +3,910 New
GKWIM
623
Gerber Kawasaki Wealth & Investment Management
California
$209K +$163K +2,983 +360%
FWM
624
Forefront Wealth Management
Pennsylvania
$209K +$209K +3,807 New
JFGIW
625
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K – – –
23 24
25
26 27

VTEB Hedge Fund Activity: Q4 2021 in Review

723 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q4 2021, worth a combined $10.1B — up 6.9% from $9.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new VTEB positions and 50 closed out — a net gain of 100 holders — while 316 added to existing stakes and 149 trimmed.

The largest buyer was Creative Planning, adding an estimated $68.8M. The largest seller was Wealthfront Advisers, cutting an estimated $141M.

  • 723 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q4 2021, up from 638 in Q3 2021.
  • Funds reported $10.1B of Vanguard Tax-Exempt Bond Index Fund stock for Q4 2021, up 6.9% quarter-over-quarter.
  • 150 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q4 2021 and 50 closed out, a net change of +100 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q4 2021 was Creative Planning, an estimated $68.8M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q4 2021 was Wealthfront Advisers, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2021.