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Vanguard Tax-Exempt Bond Index Fund
VTEB

733 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 235

27% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 78

4.61% more ownership

Funds ownership: 68.64% → 73.25% (+4.6%)

2% more funds holding in top 10

Funds holding in top 10: 47 → 48 (+1)

1% more funds holding

Funds holding: 723 → 733 (+10)

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$325M)

Holders
733
Holders Change
+10
Holders Change %
+1.38%
% of All Funds
11.56%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$290M
2
Creative Planning
Creative Planning
Kansas
+$282M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
4
DY
Dowling & Yahnke
California
+$157M
5
Jane Street
Jane Street
New York
+$157M

Top Sellers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
-$355M
2
CSIA
Charles Schwab Investment Advisory
California
-$137M
3
ACA
Ackerman Capital Advisors
Texas
-$71.3M
4
LP
LGL Partners
Pennsylvania
-$28.7M
5
FWM
FFT Wealth Management
Pennsylvania
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
– -$23K -415 Closed
CSWM
802
Cassady Schiller Wealth Management
Ohio
– -$22K -400 Closed
SFPG
803
Stonebridge Financial Planning Group
Florida
– -$21K -400 Closed
AWA
804
Amplius Wealth Advisors
Pennsylvania
– -$19K -361 Closed
DAM
805
Delta Asset Management
Tennessee
– -$14K -248 Closed
ODG
806
O'Dell Group
Ohio
– -$12K -215 Closed
BFC
807
Bedel Financial Consulting
Indiana
– -$11K -192 Closed
RI
808
Rinkey Investments
California
– -$6K -128 Closed
IPW
809
IronBridge Private Wealth
Texas
– -$5K -100 Closed
BA
810
Bellwether Advisors
Nebraska
– -$3K -65 Closed
FCB
811
First Command Bank
Texas
– -$3K -46 Closed
RCM
812
Raleigh Capital Management
North Carolina
– +$106 +2 New
29 30 31 32
33

VTEB Hedge Fund Activity: Q1 2022 in Review

733 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2022, worth a combined $10.4B — up 3.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new VTEB positions and 78 closed out — a net gain of 21 holders — while 311 added to existing stakes and 235 trimmed.

The largest buyer was SEI Investments, adding an estimated $290M. The largest seller was Wealthfront Advisers, cutting an estimated $355M.

  • 733 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2022, up from 723 in Q4 2021.
  • Funds reported $10.4B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2022, up 3.2% quarter-over-quarter.
  • 99 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2022 and 78 closed out, a net change of +21 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2022 was SEI Investments, an estimated $290M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2022 was Wealthfront Advisers, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2022.