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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
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$8.01M +$688K +12,526 +9%
JWM
77
Janiczek Wealth Management
Colorado
$7.87M +$57.3K +1,042 +0.7%
SQA
78
Simon Quick Advisors
New Jersey
$7.68M -$1.69M -30,763 -18%
MWM
79
Modera Wealth Management
New Jersey
$7.16M -$15.2K -277 -0.2%
LNC
80
Lincoln National Corp
Pennsylvania
$7.15M +$527K +9,595 +8%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$7.14M +$22K +400 +0.3%
LIA
82
LBMC Investment Advisors
Tennessee
$7.11M -$2.75K -50 -0%
FMWA
83
Forvis Mazars Wealth Advisors
Missouri
$7.1M +$1.51M +27,550 +27%
EWM
84
Executive Wealth Management
Michigan
$7.02M +$54K +982 +0.8%
SC
85
Steph & Co
Wisconsin
$6.96M +$185K +3,366 +3%
PCMC
86
Paragon Capital Management (Colorado)
Colorado
$6.91M +$756K +13,767 +12%
SWM
87
Spire Wealth Management
Virginia
$6.83M +$6.87M +124,995 New
JIP
88
JBJ Investment Partners
South Carolina
$6.83M +$415K +7,547 +6%
BDF
89
Balasa Dinverno & Foltz
$6.81M -$5.65M -102,920 -45%
SS
90
Simplicity Solutions
Minnesota
$6.77M +$6.08M +110,706 +835%
APA
91
Allegiant Private Advisors
Florida
$6.76M +$2.6M +47,390 +62%
MWM
92
Mattern Wealth Management
Kansas
$6.55M -$9.72K -177 -0.1%
RCA
93
Resonant Capital Advisors
Wisconsin
$6.47M +$1.39M +25,282 +47%
WFA
94
Websterrogers Financial Advisors
South Carolina
$6.34M +$84.4K +1,536 +1%
CT
95
Coastline Trust
Rhode Island
$6.21M -$1.14M -20,660 -15%
CAN
96
Cetera Advisor Networks
California
$6.18M +$1.87M +34,072 +43%
EPM
97
Elm Partners Management
Pennsylvania
$6.02M -$6.35M -115,503 -51%
PWM
98
PBMares Wealth Management
Virginia
$5.98M +$6.01M +109,366 New
BFG
99
Bouchey Financial Group
New York
$5.95M +$187K +3,411 +3%
MML Investors Services
100
MML Investors Services
Massachusetts
$5.93M +$168K +3,066 +3%

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.