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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
Prudential Financial
376
Prudential Financial
New Jersey
$1.97M -$79.5K -1,604 -4%
MC
377
Middleton & Co
Massachusetts
$1.96M
CWM
378
Centurion Wealth Management
Virginia
$1.95M -$146K -2,946 -7%
WPWM
379
Windward Private Wealth Management
Kansas
$1.95M +$65.2K +1,316 +3%
WCM
380
Windham Capital Management
Massachusetts
$1.94M +$2.38K +48 +0.1%
FCI
381
Financial Counselors Inc
Kansas
$1.94M +$2M +40,333 New
WB
382
Webster Bank
Connecticut
$1.94M +$1.82M +36,677 +1,031%
LFG
383
Lazard Frères Gestion
France
$1.92M +$1.98M +40,000 New
NG
384
Northstar Group
New York
$1.91M -$137K -2,767 -7%
LCWP
385
Legacy Capital Wealth Partners
Arkansas
$1.9M +$1.95M +39,431 New
GWM
386
Grand Wealth Management
Michigan
$1.89M -$577K -11,647 -23%
EGA
387
Eagle Global Advisors
Texas
$1.87M -$86.7K -1,750 -4%
FCIM
388
Fairview Capital Investment Management
California
$1.87M -$59.4K -1,200 -3%
EWA
389
Evolution Wealth Advisors
Florida
$1.87M
SFG
390
Snider Financial Group
Washington
$1.86M -$6.89K -139 -0.4%
FCA
391
FLC Capital Advisors
California
$1.86M +$83.4K +1,684 +5%
AAS
392
Avantax Advisory Services
Texas
$1.85M +$1.2M +24,296 +172%
NRI
393
NFP Retirement Inc
California
$1.83M -$13.8K -278 -0.7%
CAWM
394
Capital Advisors Wealth Management
Washington
$1.83M +$194K +3,910 +11%
FFA
395
Farther Finance Advisors
California
$1.83M +$651K +13,151 +53%
CAAM
396
Cornerstone Advisors Asset Management
Pennsylvania
$1.82M
RW
397
Regimen Wealth
Georgia
$1.81M +$13.3K +268 +0.7%
SPIA
398
Steward Partners Investment Advisory
New York
$1.81M +$183K +3,690 +11%
AFG
399
AFS Financial Group
Maryland
$1.8M +$24.8K +500 +1%
EPM
400
Elm Partners Management
Pennsylvania
$1.79M +$477K +9,620 +35%

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.