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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
SWM
251
Soundmark Wealth Management
Washington
$4.29M -$1.19K -24 -0%
PAS
252
Park Avenue Securities
New York
$4.29M +$460K +9,286 +12%
AP
253
Americana Partners
Texas
$4.27M +$641K +12,948 +17%
MFS
254
McNamara Financial Services
Massachusetts
$4.18M +$277K +5,589 +7%
KWM
255
Keebeck Wealth Management
Illinois
$4.16M +$4.28M +86,494 New
QCG
256
Quadrant Capital Group
Ohio
$4.16M -$413K -8,327 -9%
LA
257
LVW Advisors
New York
$4.16M +$129K +2,594 +3%
CHA
258
Carmichael Hill & Associates
Maryland
$4.1M +$45.7K +922 +1%
FFL
259
Financial Freedom LLC
Ohio
$4.05M +$4.11K +83 +0.1%
DAS
260
Dynamic Advisor Solutions
Arizona
$4.01M +$1.83M +37,003 +80%
AW
261
Alaethes Wealth
Nevada
$4M +$1.12M +22,705 +38%
AA
262
Alesco Advisors
New York
$4M +$23.3K +470 +0.6%
BWM
263
Brown Wealth Management
Illinois
$3.95M -$3.53M -71,358 -46%
CA
264
CGN Advisors
Kansas
$3.95M -$2.32M -46,819 -36%
GGS
265
Galvin Gaustad & Stein
Arizona
$3.93M +$143K +2,895 +4%
SP
266
Symmetry Partners
Connecticut
$3.93M -$131K -2,653 -3%
DL
267
DOHJ LLC
Washington
$3.88M -$1.04M -21,027 -21%
HPA
268
High Probability Advisors
New York
$3.83M -$156K -3,156 -4%
KAS
269
Kestra Advisory Services
Texas
$3.77M +$313K +6,322 +9%
SWP
270
Stratos Wealth Partners
Ohio
$3.76M +$223K +4,496 +6%
TC
271
TAGStone Capital
North Carolina
$3.75M -$251K -5,059 -6%
BWA
272
Burt Wealth Advisors
Maryland
$3.75M +$1.28M +25,900 +50%
BAAM
273
Baker Avenue Asset Management
California
$3.74M +$1.12M +22,561 +41%
I
274
INVST
Indiana
$3.74M +$18K +364 +0.5%
MA
275
Mutual Advisors
Nebraska
$3.72M +$325K +6,560 +9%

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.