Vanguard Tax-Exempt Bond Index Fund
VTEB
735 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 312 increasing their positions, 235 reducing their positions, and 78 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 312 | Existing positions reduced: 235
28% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 78
4.11% more ownership
Funds ownership: 68.64% → 72.75% (+4.1%)
2% more funds holding in top 10
Funds holding in top 10: 47 → 48 (+1)
2% more funds holding
Funds holding: 724 → 735 (+11)
3% more capital invested
Capital invested by funds: $10.1B → $10.4B (+$327M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$290M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$282M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$178M |
| 4 |
DY
Dowling & Yahnke
San Diego,
California
|
+$157M |
| 5 |
Jane Street
New York
|
+$157M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$355M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$137M |
| 3 |
ACA
Ackerman Capital Advisors
Dallas,
Texas
|
-$71.3M |
| 4 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$28.7M |
| 5 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
-$28.3M |
VTEB Hedge Fund Activity: Q1 2022 in Review
735 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2022, worth a combined $10.4B — up 3.3% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new VTEB positions and 78 closed out — a net gain of 22 holders — while 312 added to existing stakes and 235 trimmed.
The largest buyer was SEI Investments, adding an estimated $290M. The largest seller was Wealthfront Advisers, cutting an estimated $355M.
- 735 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2022, up from 724 in Q4 2021.
- Funds reported $10.4B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2022, up 3.3% quarter-over-quarter.
- 100 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2022 and 78 closed out, a net change of +22 holders.
- The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2022 was SEI Investments, an estimated $290M added.
- The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2022 was Wealthfront Advisers, an estimated $355M sold.
Based on aggregated 13F filings for Q1 2022.