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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
BC
401
Brio Consultants
California
$1.77M -$60.5K -1,222 -3%
BFA
402
Beaumont Financial Advisors
Massachusetts
$1.76M -$79.8K -1,610 -4%
PAA
403
Peregrine Asset Advisers
Oregon
$1.75M +$1.8M +36,421 New
AAS
404
Ameritas Advisory Services
Nebraska
$1.74M +$425K +8,578 +31%
OAJ
405
Ogorek Anthony Joseph
New York
$1.73M +$1.63M +32,915 +1,054%
P
406
Pitcairn
Pennsylvania
$1.7M
ACG
407
Allen Capital Group
Nebraska
$1.66M +$145K +2,929 +9%
WJA
408
Willis Johnson & Associates
Texas
$1.65M +$344K +6,948 +25%
CWAF
409
Core Wealth Advisors (Florida)
Florida
$1.65M +$117K +2,368 +7%
APW
410
Acima Private Wealth
Virginia
$1.65M
OHWA
411
Oak Hill Wealth Advisors
Virginia
$1.63M -$65.2K -1,316 -4%
ONB
412
Old National Bancorp
Indiana
$1.62M +$1.67M +33,741 New
GRP
413
Global Retirement Partners
California
$1.56M -$194K -3,922 -11%
VCA
414
Verdence Capital Advisors
Maryland
$1.56M +$427K +8,618 +36%
Millennium Management
415
Millennium Management
New York
$1.56M +$869K +17,534 +118%
FTS
416
Fifth Third Securities
Ohio
$1.55M -$134K -2,695 -8%
MAC
417
Mason & Associates (California)
California
$1.54M -$143K -2,893 -8%
OAP
418
One Advisory Partners
Kansas
$1.54M +$1.07M +21,573 +206%
BWM
419
Boyd Wealth Management
California
$1.54M +$106K +2,146 +7%
PP
420
PrairieView Partners
Minnesota
$1.53M +$64.8K +1,309 +4%
FNC
421
First National Corp
Massachusetts
$1.53M +$1.58K +32 +0.1%
EFG
422
Everhart Financial Group
Ohio
$1.52M +$33.8K +683 +2%
TI
423
Truepoint Inc
Ohio
$1.52M
RWP
424
Revolve Wealth Partners
New Jersey
$1.52M +$161K +3,250 +11%
HFA
425
High Falls Advisors
New York
$1.5M +$1.55M +31,271 New

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.