Vanguard Tax-Exempt Bond Index Fund
VTEB
640 hedge funds and large institutions have $9.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 336 increasing their positions, 125 reducing their positions, and 33 closing their positions.
169% more repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 125
112% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 33
4% more funds holding
Funds holding: 618 → 640 (+22)
3% more capital invested
Capital invested by funds: $9.17B → $9.4B (+$230M)
0% more funds holding in top 10
Funds holding in top 10: 36 → 36 (0)
2.21% less ownership
Funds ownership: 70.3% → 68.09% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$71.4M |
| 2 |
Morgan Stanley
New York
|
+$65.7M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$64.1M |
| 4 |
RFC
Regions Financial Corp
Birmingham,
Alabama
|
+$41.7M |
| 5 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$338M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.2M |
| 3 |
Citigroup
New York
|
-$10.4M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
-$10M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$8.19M |
VTEB Hedge Fund Activity: Q3 2021 in Review
640 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q3 2021, worth a combined $9.4B — up 2.5% from $9.17B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new VTEB positions and 33 closed out — a net gain of 37 holders — while 336 added to existing stakes and 125 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $71.4M. The largest seller was Jane Street, exiting entirely with an estimated $338M sold.
- 640 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q3 2021, up from 618 in Q2 2021.
- Funds reported $9.4B of Vanguard Tax-Exempt Bond Index Fund stock for Q3 2021, up 2.5% quarter-over-quarter.
- 70 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q3 2021 and 33 closed out, a net change of +37 holders.
- The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $71.4M added.
- The largest Vanguard Tax-Exempt Bond Index Fund seller in Q3 2021 was Jane Street, an estimated $338M sold.
Based on aggregated 13F filings for Q3 2021.