Vanguard Tax-Exempt Bond Index Fund
VTEB
618 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, 326 increasing their positions, 115 reducing their positions, and 22 closing their positions.
223% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 22
183% more repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 115
18% more capital invested
Capital invested by funds: $7.75B → $9.17B (+$1.42B)
7% more funds holding
Funds holding: 579 → 618 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$290M |
| 2 |
Jane Street
New York
|
+$256M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$200M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$122M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$62.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$12.3M |
| 2 |
LWA
LWS Wealth Advisors
Basking Ridge,
New Jersey
|
-$10.4M |
| 3 |
Bank of New York Mellon
New York
|
-$8.15M |
| 4 |
BDF
Balasa Dinverno & Foltz
|
-$6.81M |
| 5 |
EPM
Elm Partners Management
Philadelphia,
Pennsylvania
|
-$4.96M |
VTEB Hedge Fund Activity: Q2 2021 in Review
618 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2021, worth a combined $9.17B — up 18% from $7.75B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new VTEB positions and 22 closed out — a net gain of 49 holders — while 326 added to existing stakes and 115 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $290M. The largest seller was Ameriprise, cutting an estimated $12.3M.
- 618 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2021, up from 579 in Q1 2021.
- Funds reported $9.17B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2021, up 18% quarter-over-quarter.
- 71 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2021 and 22 closed out, a net change of +49 holders.
- The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $290M added.
- The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2021 was Ameriprise, an estimated $12.3M sold.
Based on aggregated 13F filings for Q2 2021.