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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
RGC
151
Roberts, Glore & Co
Illinois
$3.19M -$533K -9,700 -14%
LCM
152
Liberty Capital Management
Michigan
$3.18M +$378K +6,889 +13%
EGA
153
Eagle Global Advisors
Texas
$3.16M +$672K +12,224 +27%
YIA
154
YHB Investment Advisors
Connecticut
$3.09M +$293K +5,335 +11%
MGIA
155
Moneta Group Investment Advisors
Missouri
$3.06M +$1.41M +25,690 +85%
KAS
156
Kestra Advisory Services
Texas
$2.96M -$790K -14,383 -21%
Citadel Advisors
157
Citadel Advisors
Florida
$2.93M +$2.95M +53,641 New
BCWM
158
Bartlett & Co Wealth Management
Ohio
$2.92M -$135K -2,450 -4%
BC
159
Bartlett & Co
Ohio
$2.92M -$135K -2,450 -4%
AF
160
Allworth Financial
California
$2.9M -$28.7K -523 -1%
CCT
161
Country Club Trust
Missouri
$2.89M +$137K +2,493 +5%
CFB
162
Cullen/Frost Bankers
Texas
$2.84M
PCWA
163
Pacific Capital Wealth Advisors
California
$2.81M -$99.4K -1,809 -3%
BF
164
BOK Financial
Oklahoma
$2.79M +$16.3K +296 +0.6%
SW
165
SteelPeak Wealth
California
$2.78M -$43K -783 -2%
MFS
166
McNamara Financial Services
Massachusetts
$2.77M -$34.3K -624 -1%
HDIM
167
Hanson & Doremus Investment Management
Vermont
$2.75M +$345K +6,284 +14%
CFD
168
Creative Financial Designs
Indiana
$2.75M +$290K +5,286 +12%
GDP
169
Great Diamond Partners
Maine
$2.74M -$240K -4,360 -8%
AC
170
Apella Capital
Connecticut
$2.73M +$224K +4,073 +9%
FWM
171
Fairhaven Wealth Management
Illinois
$2.72M
BAM
172
Baldrige Asset Management
Pennsylvania
$2.69M -$42.3K -769 -2%
HIM
173
Hanlon Investment Management
New Jersey
$2.68M +$197K +3,580 +8%
LWP
174
Lumature Wealth Partners
Georgia
$2.65M +$2.66M +48,446 New
TCM
175
Traynor Capital Management
Pennsylvania
$2.64M +$227K +4,125 +9%

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.