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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
UW
426
Unique Wealth
Florida
$1.5M -$548K -11,070 -26%
HFA
427
Highland Financial Advisors
New Jersey
$1.5M -$11.3K -229 -0.7%
LA
428
Lane & Associates
New Jersey
$1.49M -$95.9K -1,936 -6%
ATPW
429
Ashton Thomas Private Wealth
Arizona
$1.49M -$24.5K -495 -2%
WIC
430
Whitegate Investment Counselors
New Hampshire
$1.48M -$42.4K -855 -3%
RIA
431
Regal Investment Advisors
Michigan
$1.48M +$1.52M +30,671 New
FCBT
432
First Citizens Bank & Trust
North Carolina
$1.46M -$417K -8,412 -22%
RIM
433
Rockbridge Investment Management
New York
$1.45M
PA
434
Perennial Advisors
New York
$1.44M +$49.1K +992 +3%
LAS
435
Lloyd Advisory Services
Georgia
$1.44M +$1.48M +29,887 New
NG
436
Norden Group
Utah
$1.44M +$1.48M +29,887 New
SSW
437
Stone Summit Wealth
Florida
$1.43M -$210K -4,247 -13%
MW
438
Marcum Wealth
Ohio
$1.41M +$15.4K +310 +1%
AWA
439
Aletheian Wealth Advisors
Washington
$1.4M +$161K +3,243 +13%
CS
440
Comerica Securities
Michigan
$1.4M +$1.2M +24,277 +505%
PFA
441
Petra Financial Advisors
Colorado
$1.39M +$423K +8,547 +42%
CCG
442
Chatham Capital Group
Georgia
$1.39M +$27.2K +550 +2%
SI
443
Stephens Inc
Arkansas
$1.37M -$20.6K -415 -1%
WIA
444
World Investment Advisors
California
$1.36M +$244K +4,928 +21%
WAP
445
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$281K -5,667 -17%
BFG
446
Bouchey Financial Group
New York
$1.36M +$2.48K +50 +0.2%
THWM
447
Taylor Hoffman Wealth Management
Virginia
$1.36M -$32.4K -654 -2%
JBA
448
Johnson Bixby & Associates
Washington
$1.35M +$78.8K +1,590 +6%
SFS
449
Sowell Financial Services
Arkansas
$1.35M +$160K +3,227 +13%
CM
450
Columbus Macro
Pennsylvania
$1.35M +$97.8K +1,975 +8%

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.