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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
CAG
301
Compass Advisory Group
New York
$3.17M -$83.8K -1,691 -3%
VT
302
Vise Technologies
New York
$3.17M -$807K -16,281 -20%
IA
303
IFP Advisors
Florida
$3.15M +$239K +4,831 +8%
CWM
304
Cornerstone Wealth Management
Missouri
$3.15M -$201K -4,058 -6%
MWM
305
McNaughton Wealth Management
California
$3.12M +$648K +13,082 +25%
PWMG
306
Prestige Wealth Management Group
New Jersey
$3.1M +$455K +9,189 +17%
ASN
307
Advisory Services Network
Georgia
$3.02M +$455K +9,193 +17%
TIM
308
Tortoise Investment Management
New York
$3.01M -$50 -1 -0%
BB
309
Busey Bank
Illinois
$2.99M -$149K -3,009 -5%
RT
310
Rockland Trust
Massachusetts
$2.98M -$917K -18,517 -23%
CCB
311
Country Club Bank
Missouri
$2.92M -$4.95K -100 -0.2%
S
312
SignatureFD
Georgia
$2.92M -$1.73M -34,987 -37%
WTC
313
WhitTier Trust Company
Nevada
$2.92M +$1.47M +29,634 +96%
VC
314
Vicus Capital
Pennsylvania
$2.91M +$24.2K +488 +0.8%
TFG
315
Tilson Financial Group
New Jersey
$2.88M +$2.96M +59,850 New
EH
316
Equitable Holdings
New York
$2.88M +$991K +20,011 +50%
NGA
317
Naples Global Advisors
Florida
$2.85M -$65.1K -1,315 -2%
AFP
318
Alpha Financial Partners
Kentucky
$2.83M -$10.5K -212 -0.4%
HI
319
Harbour Investments
Wisconsin
$2.82M -$77.3K -1,560 -3%
APP
320
Avantax Planning Partners
Iowa
$2.8M
SWA
321
Stratos Wealth Advisors
Ohio
$2.8M +$1.26M +25,511 +78%
NCM
322
Neumann Capital Management
California
$2.77M +$104K +2,100 +4%
FA
323
FDx Advisors
Illinois
$2.76M -$147K -2,959 -5%
HW
324
Hancock Whitney
Mississippi
$2.75M +$188K +3,800 +7%
CCFCSB
325
Cape Cod Five Cents Savings Bank
Massachusetts
$2.73M +$1.15M +23,302 +69%

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.