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Vanguard Tax-Exempt Bond Index Fund

891 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 388 increasing their positions, 303 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

28% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 303

6% more capital invested

Capital invested by funds: $19.9B → $21B (+$1.11B)

2% more funds holding

Funds holding: 876891 (+15)

0% more funds holding in top 10

Funds holding in top 10: 8383 (0)

0.86% less ownership

Funds ownership: 76.44%75.58% (-0.86%)

7% less call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.96M

Holders
891
Holders Change
+15
Holders Change %
+1.71%
% of All Funds
13.99%
Holding in Top 10
83
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.3%
New
77
Increased
388
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
FLA
226
Financial Life Advisors
Texas
$4.97M +$2.52M +50,170 +103%
CAM
227
Clark Asset Management
New Hampshire
$4.91M +$4.08M +81,114 +487%
DI
228
DFPG Investments
Utah
$4.84M -$134K -2,662 -3%
GWWM
229
Great Waters Wealth Management
Minnesota
$4.83M -$57.6K -1,146 -1%
WFA
230
Websterrogers Financial Advisors
South Carolina
$4.83M +$48.7K +969 +1%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$4.82M -$4.17M -83,082 -46%
MFG
232
Merit Financial Group
Georgia
$4.82M -$4.59M -91,275 -49%
S
233
SignatureFD
Georgia
$4.81M -$5.38K -107 -0.1%
QCG
234
Quadrant Capital Group
Ohio
$4.76M +$66K +1,314 +1%
AWM
235
AE Wealth Management
Kansas
$4.74M +$691K +13,759 +17%
WTA
236
Washington Trust Advisors
Massachusetts
$4.73M -$152K -3,035 -3%
LWM
237
LJI Wealth Management
Indiana
$4.7M
CA
238
Clearstead Advisors
Ohio
$4.68M +$181K +3,593 +4%
BWM
239
Benchmark Wealth Management
Connecticut
$4.66M +$209K +4,153 +5%
CA
240
Cetera Advisors
Colorado
$4.63M -$62.1K -1,235 -1%
BC
241
Bowman & Company
Wisconsin
$4.62M +$170K +3,388 +4%
CA
242
CoreCap Advisors
Michigan
$4.58M +$4.59M +91,267 New
NWM
243
NEIRG Wealth Management
Massachusetts
$4.56M -$982K -19,550 -18%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$4.53M +$813K +16,186 +22%
EWM
245
Executive Wealth Management
Michigan
$4.51M +$596K +11,858 +15%
SWM
246
Soundmark Wealth Management
Washington
$4.48M -$2.51K -50 -0.1%
AIS
247
American Investment Services
Massachusetts
$4.43M +$204K +4,070 +5%
3IP
248
3Chopt Investment Partners
Virginia
$4.43M +$541K +10,776 +14%
PJSIMP
249
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.38M -$27.7K -551 -0.6%
AT
250
Arden Trust
Delaware
$4.34M +$3.12M +62,176 +256%

VTEB Hedge Fund Activity: Q2 2023 in Review

891 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2023, worth a combined $21B — up 5.6% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VTEB positions and 56 closed out — a net gain of 21 holders — while 388 added to existing stakes and 303 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $300M. The largest seller was Summit Wealth Group, cutting an estimated $101M.

  • 891 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2023, up from 876 in Q1 2023.
  • Funds reported $21B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2023, up 5.6% quarter-over-quarter.
  • 77 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2023 and 56 closed out, a net change of +21 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2023 was Wealthfront Advisers, an estimated $300M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2023 was Summit Wealth Group, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2023.