Vanguard Tax-Exempt Bond Index Fund
VTEB
38 hedge funds and large institutions have $82M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 0 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
149% more capital invested
Capital invested by funds: $32.9M → $82M (+$49.1M)
100% more funds holding
Funds holding: 19 → 38 (+19)
11.51% more ownership
Funds ownership: 21.23% → 32.74% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$13.7M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$6.24M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$4.53M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.68M |
| 5 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$297K |
| 2 |
AIM
AMI Investment Management
Kendallville,
Indiana
|
-$2.05K |
VTEB Hedge Fund Activity: Q1 2016 in Review
38 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2016, worth a combined $82M — up 149% from $32.9M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new VTEB positions and 0 closed out — a net gain of 19 holders — while 16 added to existing stakes and 2 trimmed.
The largest buyer was Charles Schwab Investment Advisory, opening a new position worth an estimated $13.7M. The largest seller was BB&T Securities, cutting an estimated $297K.
- 38 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2016, up from 19 in Q4 2015.
- Funds reported $82M of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2016, up 149% quarter-over-quarter.
- 19 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2016 and 0 closed out, a net change of +19 holders.
- The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2016 was Charles Schwab Investment Advisory, an estimated $13.7M added.
- The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2016 was BB&T Securities, an estimated $297K sold.
Based on aggregated 13F filings for Q1 2016.