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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
WPWM
376
Windward Private Wealth Management
Kansas
$1.97M -$1.19M -23,681 -38%
EWA
377
Evolution Wealth Advisors
Florida
$1.95M
SFG
378
Snider Financial Group
Washington
$1.95M -$1.36K -27 -0.1%
FCBT
379
First Citizens Bank & Trust
North Carolina
$1.94M +$958K +19,059 +97%
FHC
380
First Heartland Consultants
Missouri
$1.93M +$259K +5,145 +15%
NRI
381
NFP Retirement Inc
California
$1.93M +$162K +3,218 +9%
FWM
382
FFT Wealth Management
Pennsylvania
$1.93M -$8.35M -166,138 -81%
KeyBank National Association
383
KeyBank National Association
Ohio
$1.92M +$54.3K +1,081 +3%
BFA
384
Beaumont Financial Advisors
Massachusetts
$1.92M -$186K -3,693 -9%
BC
385
Brio Consultants
California
$1.91M -$174K -3,466 -8%
CAAM
386
Cornerstone Advisors Asset Management
Pennsylvania
$1.91M -$87.6K -1,744 -4%
RW
387
Regimen Wealth
Georgia
$1.88M +$12.8K +254 +0.7%
AFG
388
AFS Financial Group
Maryland
$1.85M +$12.3K +245 +0.7%
FCA
389
FLC Capital Advisors
California
$1.85M +$6.43K +128 +0.3%
GRP
390
Global Retirement Partners
California
$1.84M -$126K -2,501 -6%
P
391
Pitcairn
Pennsylvania
$1.77M
OHWA
392
Oak Hill Wealth Advisors
Virginia
$1.76M -$56.9K -1,133 -3%
GFWA
393
Grey Fox Wealth Advisors
Delaware
$1.76M -$10.5K -209 -0.6%
MAC
394
Mason & Associates (California)
California
$1.76M -$5.17K -103 -0.3%
FTS
395
Fifth Third Securities
Ohio
$1.76M +$847K +16,867 +93%
TFA
396
Trinity Financial Advisors
Ohio
$1.76M +$1M +19,919 +132%
TPCW
397
TD Private Client Wealth
New York
$1.75M +$226K +4,503 +15%
EL
398
EWA LLC
Pennsylvania
$1.74M -$4.62K -92 -0.3%
APW
399
Acima Private Wealth
Virginia
$1.72M +$54.3K +1,080 +3%
CAWM
400
Capital Advisors Wealth Management
Washington
$1.72M +$524K +10,434 +44%

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.