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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
MG
51
Mather Group
Illinois
$14.2M +$1.92M +34,901 +16%
Bank of New York Mellon
52
Bank of New York Mellon
New York
$13.9M +$9.27M +168,663 +195%
OPS
53
Orion Portfolio Solutions
Nebraska
$13.5M +$1.35M +24,516 +11%
NNP
54
Nachman Norwood & Parrott
South Carolina
$13.5M +$484K +8,804 +4%
BCA
55
Biltmore Capital Advisors
New Jersey
$13M -$266K -4,833 -2%
COF
56
Capital One Financial
Virginia
$12.8M +$383K +6,966 +3%
SPIA
57
Steward Partners Investment Advisory
New York
$12.7M -$3.38M -61,598 -21%
QAM
58
QCI Asset Management
New York
$12.7M +$2.36M +42,940 +23%
WIC
59
Whitegate Investment Counselors
New Hampshire
$12.6M +$2.95M +53,690 +30%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$11.9M
HWA
61
Heartwood Wealth Advisors
Virginia
$11.8M +$1.01M +18,355 +9%
BUB
62
BBVA USA Bancshares
Texas
$11.4M +$2.15M +39,052 +23%
SAM
63
SP Asset Management
California
$11.2M +$971K +17,669 +10%
PCA
64
Personal Capital Advisors
California
$11M +$1.02M +18,585 +10%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$10.6M +$3.13M +56,936 +42%
RMC
66
Regis Management Company
California
$10.4M
MWP
67
Moller Wealth Partners
$10.4M +$3.21M +58,396 +44%
LWA
68
LWS Wealth Advisors
New Jersey
$10.4M -$8.96M -163,010 -46%
ERIM
69
Eagle Ridge Investment Management
Connecticut
$10.2M +$3.61M +65,778 +54%
A
70
AdvicePeriod
California
$10.1M +$2.14M +39,012 +27%
MA
71
MUFG Americas
New York
$9.65M -$470K -8,546 -5%
FM
72
Foster & Motley
Ohio
$9.45M +$1.18M +21,546 +14%
HI
73
Human Investing
Oregon
$9.32M +$2.09M +38,078 +29%
WANY
74
Wealthspire Advisors (New York)
New York
$8.83M +$69.4K +1,264 +0.8%
HWAM
75
Hennion & Walsh Asset Management
New Jersey
$8.26M +$8.3M +151,123 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.