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Vanguard Tax-Exempt Bond Index Fund
VTEB

638 hedge funds and large institutions have $9.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 335 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 125

109% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 33

3% more funds holding

Funds holding: 617 → 638 (+21)

2% more capital invested

Capital invested by funds: $9.17B → $9.4B (+$227M)

0% more funds holding in top 10

Funds holding in top 10: 36 → 36 (0)

2.23% less ownership

Funds ownership: 70.3% → 68.08% (-2.2%)

Holders
638
Holders Change
+21
Holders Change %
+3.4%
% of All Funds
11.17%
Holding in Top 10
36
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.63%
New
69
Increased
335
Reduced
125
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$71.4M
2
Morgan Stanley
Morgan Stanley
New York
+$65.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$64.1M
4
RFC
Regions Financial Corp
Alabama
+$41.7M
5
FWM
FFT Wealth Management
Pennsylvania
+$38.2M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$338M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$27.2M
3
Citigroup
Citigroup
New York
-$10.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$10M
5
FTUS
Flow Traders U.S.
New York
-$8.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
626
Glassman Wealth Services
Virginia
$5K – – –
IPW
627
IronBridge Private Wealth
Texas
$5K – – –
PMFA
628
Plante Moran Financial Advisors
Michigan
$4K -$3.32K -60 -47%
EVM
629
Eaton Vance Management
Massachusetts
$4K – – –
LWM
630
Liberty Wealth Management
California
$4K +$3.65K +66 New
APWA
631
Atlas Private Wealth Advisors
New Jersey
$3K – – –
FCB
632
First Command Bank
Texas
$3K – – –
FCFS
633
First Command Financial Services
Texas
$3K – – –
WLPWM
634
Walled Lake Planning & Wealth Management
Illinois
$3K +$55 +1 +2%
BA
635
Bellwether Advisors
Nebraska
$3K +$3.59K +65 New
ASBI
636
American State Bank (Iowa)
Iowa
$2.19K – – –
LIA
637
LBMC Investment Advisors
Tennessee
$1.16K -$629K -11,372 -28%
AW
638
Avion Wealth
Texas
$1K – – –
Jane Street
639
Jane Street
New York
– -$338M -6,111,975 Closed
FTUS
640
Flow Traders U.S.
New York
– -$8.19M -148,080 Closed
Renaissance Technologies
641
Renaissance Technologies
New York
– -$6.45M -116,617 Closed
RH
642
RFG Holdings
Texas
– -$4.82M -87,212 Closed
HCM
643
Howard Capital Management
Georgia
– -$1.72M -31,037 Closed
ARC
644
Advisor Resource Council
Texas
– -$1.47M -26,553 Closed
ACP
645
Aveo Capital Partners
Colorado
– -$1.29M -23,279 Closed
GCA
646
Genesee Capital Advisors
New York
– -$1.11M -20,085 Closed
IA
647
IAM Advisory
Pennsylvania
– -$1.11M -20,085 Closed
WHG
648
Westwood Holdings Group
Texas
– -$838K -15,146 Closed
TCWA
649
Ten Capital Wealth Advisors
Washington
– -$617K -11,150 Closed
AFAS
650
Acorn Financial Advisory Services
Virginia
– -$495K -8,960 Closed
23 24 25
26
27

VTEB Hedge Fund Activity: Q3 2021 in Review

638 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q3 2021, worth a combined $9.4B — up 2.5% from $9.17B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VTEB positions and 33 closed out — a net gain of 36 holders — while 335 added to existing stakes and 125 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $71.4M. The largest seller was Jane Street, exiting entirely with an estimated $338M sold.

  • 638 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q3 2021, up from 617 in Q2 2021.
  • Funds reported $9.4B of Vanguard Tax-Exempt Bond Index Fund stock for Q3 2021, up 2.5% quarter-over-quarter.
  • 69 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q3 2021 and 33 closed out, a net change of +36 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $71.4M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q3 2021 was Jane Street, an estimated $338M sold.

Based on aggregated 13F filings for Q3 2021.