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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
HI
301
Harbour Investments
Wisconsin
$3.02M +$1.71M +34,123 +131%
CFS
302
Cannon Financial Strategists
Georgia
$3.02M +$8.99K +179 +0.3%
VC
303
Vicus Capital
Pennsylvania
$3.01M +$3.01M +59,951 New
PRWA
304
Platte River Wealth Advisors
Colorado
$3M +$112K +2,237 +4%
IAN
305
Integrated Advisors Network
Texas
$2.98M -$1.96M -39,035 -40%
CCM
306
Crabel Capital Management
California
$2.97M +$602K +11,974 +25%
AFP
307
Alpha Financial Partners
Kentucky
$2.96M -$222K -4,428 -7%
APP
308
Avantax Planning Partners
Iowa
$2.93M -$7.39K -147 -0.3%
SC
309
Steph & Co
Wisconsin
$2.87M +$263K +5,239 +10%
VWA
310
Visionary Wealth Advisors
Illinois
$2.84M -$1.84M -36,702 -39%
BWL
311
Beacon Wealthcare LLC
North Carolina
$2.81M +$381K +7,584 +16%
NCM
312
Neumann Capital Management
California
$2.78M -$12.6K -250 -0.4%
PWMG
313
Prestige Wealth Management Group
New Jersey
$2.77M -$542K -10,778 -16%
BAAM
314
Baker Avenue Asset Management
California
$2.77M +$1.09M +21,614 +64%
ASN
315
Advisory Services Network
Georgia
$2.69M -$9.9K -197 -0.4%
ORC
316
O'Rourke & Company
Massachusetts
$2.69M +$410K +8,156 +18%
HW
317
Hancock Whitney
Mississippi
$2.68M +$84.8K +1,688 +3%
HIP
318
HUB Investment Partners
Texas
$2.67M
BA
319
Bristlecone Advisors
Washington
$2.66M -$772K -15,356 -22%
NDSI
320
Newman Dignan & Sheerar Inc
Rhode Island
$2.66M +$404K +8,036 +18%
SWP
321
ShoreHaven Wealth Partners
New Jersey
$2.64M +$825K +16,412 +45%
CSPIA
322
Cary Street Partners Investment Advisory
Virginia
$2.64M -$389K -7,749 -13%
BWA
323
Burt Wealth Advisors
Maryland
$2.62M +$152K +3,030 +6%
MWM
324
McNaughton Wealth Management
California
$2.6M +$250K +4,975 +11%
GEA
325
Glen Eagle Advisors
New Jersey
$2.59M -$47.5K -946 -2%

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.