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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
HPWM
326
High Pines Wealth Management
Massachusetts
$2.73M -$354K -7,147 -11%
SC
327
Steph & Co
Wisconsin
$2.7M -$51.4K -1,037 -2%
VFA
328
Valeo Financial Advisors
Indiana
$2.64M -$1.27M -25,667 -32%
WP
329
WealthSource Partners
California
$2.64M +$2.72M +54,957 New
PRWA
330
Platte River Wealth Advisors
Colorado
$2.58M -$302K -6,100 -10%
IAN
331
Integrated Advisors Network
Texas
$2.57M -$293K -5,907 -10%
HIP
332
HUB Investment Partners
Texas
$2.56M
WCA
333
Westover Capital Advisors
Delaware
$2.52M +$52.1K +1,051 +2%
MMA
334
Miracle Mile Advisors
California
$2.52M -$18.5M -373,087 -88%
LIA
335
LifePlan Investment Advisors
North Carolina
$2.51M +$287K +5,793 +12%
PFA
336
Pure Financial Advisors
California
$2.5M +$80K +1,615 +3%
IWS
337
Insight Wealth Strategies
California
$2.46M +$28.3K +571 +1%
GEA
338
Glen Eagle Advisors
New Jersey
$2.46M -$26.2K -529 -1%
ORC
339
O'Rourke & Company
Massachusetts
$2.46M -$118K -2,381 -4%
SCG
340
Sonata Capital Group
Washington
$2.46M
RFO
341
RiverGlades Family Offices
Florida
$2.46M +$160K +3,225 +7%
HIM
342
Hanlon Investment Management
New Jersey
$2.45M -$26.7K -538 -1%
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$2.45M -$86.4K -1,745 -3%
BMCM
344
Bryn Mawr Capital Management
Pennsylvania
$2.42M -$594K -12,000 -19%
MWA
345
Mills Wealth Advisors
Texas
$2.38M -$1.68M -33,867 -41%
PA
346
Pinnacle Associates
New York
$2.37M +$10.7K +215 +0.4%
EWM
347
Elmwood Wealth Management
California
$2.35M +$2.43M +48,954 New
CFA
348
Capstone Financial Advisors
Illinois
$2.35M -$39.2K -792 -2%
PWMAG
349
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$28.2K +570 +1%
CPIG
350
Chicago Partners Investment Group
Illinois
$2.31M +$102K +2,063 +4%

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.