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Vanguard Tax-Exempt Bond Index Fund

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.

New
Increased
Maintained
Reduced
Closed

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: 3647 (+11)

13% more funds holding

Funds holding: 638723 (+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%)

Holders
723
Holders Change
+85
Holders Change %
+13.32%
% of All Funds
11.13%
Holding in Top 10
47
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+30.56%
% of All Funds
0.72%
New
150
Increased
316
Reduced
149
Closed
50
Calls
$86K
Puts
Net Calls
+$86K
Net Calls Change
+$86K
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.58B -$141M -2,575,947 -8%
CSIA
2
Charles Schwab Investment Advisory
California
$1.17B +$56.8M +1,036,214 +5%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$797M +$66.1M +1,205,356 +9%
SCM
4
SCS Capital Management
Massachusetts
$553M -$23.1M -421,377 -4%
RJA
5
Raymond James & Associates
Florida
$496M +$32M +584,001 +7%
Morgan Stanley
6
Morgan Stanley
New York
$458M +$21.7M +396,783 +5%
Creative Planning
7
Creative Planning
Kansas
$421M +$68.8M +1,255,682 +20%
JP Morgan Chase
8
JP Morgan Chase
New York
$339M -$11.7M -213,808 -3%
UBS Group
9
UBS Group
Switzerland
$233M +$7.08M +129,220 +3%
Bank of America
10
Bank of America
North Carolina
$198M +$48.5M +885,496 +33%
Wells Fargo
11
Wells Fargo
California
$196M +$6.05M +110,411 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$176M -$20.5M -374,367 -10%
SEI Investments
13
SEI Investments
Pennsylvania
$79.7M -$346K -6,306 -0.4%
US Bancorp
14
US Bancorp
Minnesota
$79.6M +$10M +182,879 +14%
ACA
15
Ackerman Capital Advisors
Texas
$78.7M -$4.78M -87,309 -6%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$74.5M +$14.1M +257,845 +23%
LPL Financial
17
LPL Financial
California
$68.6M +$3.3M +60,234 +5%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$66.2M +$4.08M +74,398 +7%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$64.9M +$2.26M +41,179 +4%
CCWA
20
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$64M +$1.83M +33,468 +3%
RWP
21
RWA Wealth Partners
Massachusetts
$63.2M -$3.11M -56,808 -5%
Ameriprise
22
Ameriprise
Minnesota
$59.6M +$4.65M +84,767 +8%
Vanguard Group
23
Vanguard Group
Pennsylvania
$56M -$13.8M -251,000 -20%
SBL
24
Sargent Bickham Lagudis
Colorado
$51.1M +$6.71M +122,416 +15%
RFC
25
Regions Financial Corp
Alabama
$48.4M +$7.03M +128,289 +17%

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.