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Vanguard Tax-Exempt Bond Index Fund
VTEB

617 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

184% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 115

18% more capital invested

Capital invested by funds: $7.75B → $9.17B (+$1.42B)

7% more funds holding

Funds holding: 578 → 617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 35 → 36 (+1)

2.11% more ownership

Funds ownership: 68.19% → 70.3% (+2.1%)

Holders
617
Holders Change
+39
Holders Change %
+6.75%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
–
Net Calls
+$354K
Net Calls Change
+$4K

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$290M
2
Jane Street
Jane Street
New York
+$256M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$200M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$122M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.7M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$12.3M
2
LWA
LWS Wealth Advisors
New Jersey
-$10.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$8.15M
4
BDF
Balasa Dinverno & Foltz
-$6.81M
5
EPM
Elm Partners Management
Pennsylvania
-$4.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
151
Moneta Group Investment Advisors
Missouri
$3.83M +$725K +13,165 +23%
FHC
152
First Horizon Corporation
Tennessee
$3.71M – – –
Millennium Management
153
Millennium Management
New York
$3.71M +$2.4M +43,620 +187%
KAS
154
Kestra Advisory Services
Texas
$3.68M +$678K +12,299 +23%
AC
155
Apella Capital
Connecticut
$3.64M +$871K +15,806 +32%
OC
156
Oakworth Capital
Alabama
$3.6M – – –
RFO
157
RiverGlades Family Offices
Florida
$3.55M – – –
SP
158
Symmetry Partners
Connecticut
$3.55M +$251K +4,557 +8%
Luther King Capital Management (LKCM)
159
Luther King Capital Management (LKCM)
Texas
$3.47M – – –
IWC
160
Integrated Wealth Concepts
Massachusetts
$3.44M -$376K -6,827 -10%
BCI
161
Brinker Capital Investments
Pennsylvania
$3.32M -$822K -14,919 -20%
JFGLC
162
Johnson Financial Group LLC (Colorado)
Colorado
$3.31M – – –
NG
163
Northstar Group
New York
$3.3M -$37.6K -682 -1%
CFD
164
Creative Financial Designs
Indiana
$3.3M +$510K +9,254 +18%
PI
165
PFS Investments
Georgia
$3.26M +$609K +11,049 +23%
RGC
166
Roberts, Glore & Co
Illinois
$3.22M -$9.26K -168 -0.3%
TCM
167
Traynor Capital Management
Pennsylvania
$3.21M +$531K +9,629 +20%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$3.19M +$1.59M +28,900 +101%
RA
169
RFG Advisory
Alabama
$3.13M +$712K +12,923 +30%
AIS
170
American Investment Services
Massachusetts
$3.12M +$533K +9,669 +21%
YIA
171
YHB Investment Advisors
Connecticut
$3.08M -$24.8K -451 -0.8%
SW
172
SteelPeak Wealth
California
$3.03M +$214K +3,881 +8%
TFA
173
Trinity Financial Advisors
Ohio
$2.99M +$866K +15,725 +41%
ASN
174
Advisory Services Network
Georgia
$2.96M +$383K +6,959 +15%
AF
175
Allworth Financial
California
$2.94M +$3.14K +57 +0.1%
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