Vanguard Tax-Exempt Bond Index Fund
VTEB
48 hedge funds and large institutions have $127M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
156% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
55% more capital invested
Capital invested by funds: $82M → $127M (+$45.2M)
26% more funds holding
Funds holding: 38 → 48 (+10)
1.21% more ownership
Funds ownership: 32.74% → 33.95% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$22.4M |
| 2 |
BC
Brinker Capital
Berwyn,
Pennsylvania
|
+$8.57M |
| 3 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
+$3.32M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$1.95M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$854K |
| 4 |
JP Morgan Chase
New York
|
-$814K |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$684K |
VTEB Hedge Fund Activity: Q2 2016 in Review
48 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2016, worth a combined $127M — up 55% from $82M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new VTEB positions and 4 closed out — a net gain of 10 holders — while 23 added to existing stakes and 9 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.4M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $1.95M sold.
- 48 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2016, up from 38 in Q1 2016.
- Funds reported $127M of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2016, up 55% quarter-over-quarter.
- 14 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2016 and 4 closed out, a net change of +10 holders.
- The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2016 was Charles Schwab Investment Advisory, an estimated $22.4M added.
- The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2016 was Eagle Asset Management, an estimated $1.95M sold.
Based on aggregated 13F filings for Q2 2016.