Vanguard Tax-Exempt Bond Index Fund
VTEB
723 hedge funds and large institutions have $10.1B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 316 increasing their positions, 149 reducing their positions, and 50 closing their positions.
200% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 50
112% more repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 149
31% more funds holding in top 10
Funds holding in top 10: 36 → 47 (+11)
13% more funds holding
Funds holding: 638 → 723 (+85)
7% more capital invested
Capital invested by funds: $9.4B → $10.1B (+$652M)
0.57% more ownership
Funds ownership: 68.08% → 68.64% (+0.57%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$68.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$66.1M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$56.8M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$48.5M |
| 5 |
Jane Street
New York
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$141M |
| 2 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
-$23.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.5M |
| 4 |
WT
Washington Trust
Westerly,
Rhode Island
|
-$17.7M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$14.4M |
VTEB Hedge Fund Activity: Q4 2021 in Review
723 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q4 2021, worth a combined $10.1B — up 6.9% from $9.4B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new VTEB positions and 50 closed out — a net gain of 100 holders — while 316 added to existing stakes and 149 trimmed.
The largest buyer was Creative Planning, adding an estimated $68.8M. The largest seller was Wealthfront Advisers, cutting an estimated $141M.
- 723 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q4 2021, up from 638 in Q3 2021.
- Funds reported $10.1B of Vanguard Tax-Exempt Bond Index Fund stock for Q4 2021, up 6.9% quarter-over-quarter.
- 150 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q4 2021 and 50 closed out, a net change of +100 holders.
- The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q4 2021 was Creative Planning, an estimated $68.8M added.
- The largest Vanguard Tax-Exempt Bond Index Fund seller in Q4 2021 was Wealthfront Advisers, an estimated $141M sold.
Based on aggregated 13F filings for Q4 2021.