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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
HIM
326
Hanlon Investment Management
New Jersey
$2.59M -$158K -3,150 -6%
BCG
327
Breakwater Capital Group
New Jersey
$2.58M +$350K +6,963 +16%
WCA
328
Westover Capital Advisors
Delaware
$2.58M -$17K -339 -0.7%
SCG
329
Sonata Capital Group
Washington
$2.57M -$148K -2,950 -5%
GWM
330
Grand Wealth Management
Michigan
$2.56M +$225K +4,480 +10%
BFA
331
Brown Financial Advisory
Alabama
$2.55M
IWS
332
Insight Wealth Strategies
California
$2.54M +$655K +13,041 +35%
PFA
333
Pure Financial Advisors
California
$2.53M +$237K +4,725 +10%
CFA
334
Capstone Financial Advisors
Illinois
$2.5M -$1.36M -27,089 -35%
LCM
335
Liberty Capital Management
Michigan
$2.48M +$84.5K +1,681 +4%
AWM
336
Axxcess Wealth Management
California
$2.48M -$33.7K -671 -1%
PA
337
Pinnacle Associates
New York
$2.46M +$833K +16,581 +51%
AFS
338
Annapolis Financial Services
Maryland
$2.46M -$138K -2,739 -5%
SWG
339
Summit Wealth Group
Vermont
$2.43M -$101M -2,009,181 -98%
Baird Financial Group
340
Baird Financial Group
Wisconsin
$2.43M -$87.7M -1,744,921 -97%
PWMAG
341
Pinnacle Wealth Management Advisory Group
New Jersey
$2.42M +$815K +16,226 +51%
FCG
342
Financial Connections Group
California
$2.42M +$49.9K +993 +2%
RFO
343
RiverGlades Family Offices
Florida
$2.4M +$116K +2,310 +5%
AL
344
ADE LLC
Maryland
$2.4M -$9.14K -182 -0.4%
MGIA
345
Moneta Group Investment Advisors
Missouri
$2.39M -$112K -2,237 -4%
William Blair & Company
346
William Blair & Company
Illinois
$2.38M +$848K +16,868 +55%
CFB
347
Cullen/Frost Bankers
Texas
$2.37M +$100 +2 +0%
Citigroup
348
Citigroup
New York
$2.35M -$9.97M -198,501 -81%
VNA
349
Valley National Advisers
Pennsylvania
$2.35M -$7.54K -150 -0.3%
LIA
350
LifePlan Investment Advisors
North Carolina
$2.33M +$2.33M +46,368 New

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.