We are live on ! Find out more
VTEB icon

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
OFP
276
OLIO Financial Planning
Virginia
$3.75M +$376K +7,477 +11%
SWP
277
Stratos Wealth Partners
Ohio
$3.7M +$3.45M +68,570 +1,367%
PFM
278
Phillips Financial Management
Indiana
$3.69M -$102K -2,036 -3%
DB
279
Dravo Bay
Delaware
$3.62M -$121K -2,406 -3%
KAS
280
Kestra Advisory Services
Texas
$3.62M -$135K -2,694 -4%
CISOA
281
Capital Investment Services of America
Wisconsin
$3.61M
DC
282
Davenport & Co
Virginia
$3.6M +$1.35M +26,871 +60%
MA
283
Mutual Advisors
Nebraska
$3.55M +$446K +8,886 +14%
CWM
284
Cornerstone Wealth Management
Missouri
$3.49M +$361K +7,193 +12%
CAAS
285
Capital Asset Advisory Services
Michigan
$3.49M -$46K -915 -1%
Thrivent Financial for Lutherans
286
Thrivent Financial for Lutherans
Minnesota
$3.42M +$377K +7,494 +12%
CAG
287
Compass Advisory Group
New York
$3.4M +$220K +4,382 +7%
AHC
288
Anderson Hoagland & Co
Missouri
$3.36M +$311K +6,186 +10%
HAIM
289
Hunter Associates Investment Management
Pennsylvania
$3.29M +$1.57M +31,294 +91%
BB
290
Busey Bank
Illinois
$3.27M -$109K -2,176 -3%
JWM
291
Janiczek Wealth Management
Colorado
$3.27M +$25.5K +507 +0.8%
HPWM
292
High Pines Wealth Management
Massachusetts
$3.21M +$467K +9,303 +17%
TIM
293
Tortoise Investment Management
New York
$3.14M -$434K -8,638 -12%
BMCM
294
Bryn Mawr Capital Management
Pennsylvania
$3.13M +$5.78K +115 +0.2%
HDIM
295
Hanson & Doremus Investment Management
Vermont
$3.06M +$319K +6,348 +12%
CCB
296
Country Club Bank
Missouri
$3.06M -$233K -4,640 -7%
IA
297
IFP Advisors
Florida
$3.05M -$541K -10,770 -15%
NGA
298
Naples Global Advisors
Florida
$3.04M +$1.18M +23,498 +63%
AW
299
Alaethes Wealth
Nevada
$3.04M +$309K +6,152 +11%
FA
300
FDx Advisors
Illinois
$3.04M -$480K -9,558 -14%

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.