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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
KPWS
451
Kestra Private Wealth Services
Texas
$1.35M +$625K +12,623 +82%
TCM
452
Traynor Capital Management
Pennsylvania
$1.35M -$130K -2,621 -9%
RFP
453
RCS Financial Planning
Maryland
$1.33M +$1.1M +22,294 +420%
LP
454
LGL Partners
Pennsylvania
$1.32M +$9.61K +194 +0.7%
EL
455
EWA LLC
Pennsylvania
$1.32M -$371K -7,482 -22%
CIP
456
Capital Insight Partners
Arizona
$1.31M +$30.7K +620 +2%
JGIA
457
Jackson Grant Investment Advisers
Connecticut
$1.29M +$17.7K +357 +1%
GMA
458
Glassy Mountain Advisors
Maryland
$1.29M -$96.6K -1,950 -7%
VBWMG
459
Von Berge Wealth Management Group
California
$1.29M -$362K -7,313 -21%
MWP
460
Meridian Wealth Partners
Pennsylvania
$1.29M -$11K -223 -0.8%
MFA
461
Mayflower Financial Advisors
Massachusetts
$1.29M +$683K +13,778 +106%
AFS
462
Annapolis Financial Services
Maryland
$1.27M -$1.12M -22,550 -46%
PMG
463
ProVise Management Group
Florida
$1.27M -$80.5K -1,625 -6%
LNWTC
464
Laird Norton Wetherby Trust Company
Washington
$1.26M -$950K -19,170 -42%
MA
465
MCF Advisors
Kentucky
$1.26M +$590K +11,919 +84%
CAG
466
Csenge Advisory Group
Florida
$1.25M +$293K +5,924 +29%
TF
467
Theory Financial
Colorado
$1.25M +$1.29M +26,023 New
SCA
468
Stonebridge Capital Advisors
Minnesota
$1.25M +$393K +7,930 +44%
FRA
469
Frank Rimerman Advisors
California
$1.24M +$886K +17,877 +223%
FSG
470
Financial Strategies Group
Michigan
$1.24M -$137K -2,759 -10%
AIP
471
Almanack Investment Partners
Pennsylvania
$1.23M +$23.4K +472 +2%
MPW
472
MGO Private Wealth
California
$1.22M +$431K +8,694 +52%
CFA
473
Cahill Financial Advisors
Minnesota
$1.22M +$72K +1,454 +6%
MMPW
474
Mitchell McLeod Pugh & Williams
Alabama
$1.22M +$298K +6,021 +31%
HP
475
Hilltop Partners
Indiana
$1.21M +$357K +7,197 +40%

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.