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Vanguard Tax-Exempt Bond Index Fund

921 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 61

41% more repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 288

3% more funds holding

Funds holding: 891921 (+30)

1.91% more ownership

Funds ownership: 75.58%77.49% (+1.9%)

1% less capital invested

Capital invested by funds: $21B → $20.8B (-$214M)

5% less funds holding in top 10

Funds holding in top 10: 8379 (-4)

59% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $2.54M

Holders
921
Holders Change
+30
Holders Change %
+3.37%
% of All Funds
14.62%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.25%
New
101
Increased
407
Reduced
288
Closed
61
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
226
PFG Advisors
Arizona
$5.01M +$56.8K +1,146 +1%
RW
227
Rede Wealth
Virginia
$5M -$103K -2,080 -2%
FWM
228
Fairhaven Wealth Management
Illinois
$4.98M -$572K -11,549 -10%
EPA
229
Element Pointe Advisors
Florida
$4.97M +$1.02M +20,505 +25%
SWRP
230
Summit Wealth & Retirement Planning
California
$4.96M -$493K -9,951 -9%
MAM
231
Meeder Asset Management
Ohio
$4.95M +$1.05M +21,219 +26%
WG
232
Watchman Group
Texas
$4.92M +$71.7K +1,447 +1%
TC
233
TownSquare Capital
Utah
$4.92M -$3.14M -63,328 -38%
Natixis Advisors
234
Natixis Advisors
Massachusetts
$4.89M +$572K +11,553 +13%
CWM
235
Congress Wealth Management
Massachusetts
$4.81M +$4.95M +99,913 New
AWM
236
AE Wealth Management
Kansas
$4.72M +$190K +3,844 +4%
CA
237
CoreCap Advisors
Michigan
$4.71M +$328K +6,623 +7%
BC
238
Bowman & Company
Wisconsin
$4.7M +$287K +5,788 +6%
SIM
239
Studio Investment Management
Illinois
$4.7M -$1.22M -24,705 -20%
AIS
240
American Investment Services
Massachusetts
$4.65M +$416K +8,406 +10%
AWM
241
Axxcess Wealth Management
California
$4.63M +$2.32M +46,880 +95%
GWWM
242
Great Waters Wealth Management
Minnesota
$4.55M -$19.7K -398 -0.4%
WTA
243
Washington Trust Advisors
Massachusetts
$4.53M
BWG
244
Beta Wealth Group
California
$4.51M -$330K -6,655 -7%
FLA
245
Financial Life Advisors
Texas
$4.5M -$262K -5,280 -5%
LWM
246
LJI Wealth Management
Indiana
$4.5M
DI
247
DFPG Investments
Utah
$4.48M -$172K -3,469 -4%
LCM
248
Liberty Capital Management
Michigan
$4.46M +$2.15M +43,306 +88%
WFA
249
Websterrogers Financial Advisors
South Carolina
$4.39M -$242K -4,894 -5%
HWMG
250
Hurlow Wealth Management Group
Indiana
$4.34M +$426K +8,605 +11%

VTEB Hedge Fund Activity: Q3 2023 in Review

921 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q3 2023, worth a combined $20.8B — down 1% from $21B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VTEB positions and 61 closed out — a net gain of 40 holders — while 407 added to existing stakes and 288 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $562M. The largest seller was Wealthfront Advisers, cutting an estimated $603M.

  • 921 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q3 2023, up from 891 in Q2 2023.
  • Funds reported $20.8B of Vanguard Tax-Exempt Bond Index Fund stock for Q3 2023, down 1% quarter-over-quarter.
  • 101 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q3 2023 and 61 closed out, a net change of +40 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q3 2023 was JP Morgan Chase, an estimated $562M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q3 2023 was Wealthfront Advisers, an estimated $603M sold.

Based on aggregated 13F filings for Q3 2023.