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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
MA
476
Montag & Associates
Georgia
$1.17M +$366K +7,293 +46%
CFGS
477
Concourse Financial Group Securities
Alabama
$1.16M +$161K +3,203 +16%
FHA
478
Flagship Harbor Advisors
Massachusetts
$1.15M +$467K +9,296 +68%
LB
479
Leo Brokerage
Texas
$1.15M +$54.2K +1,079 +5%
AF
480
Advisornet Financial
Minnesota
$1.13M -$285K -5,673 -20%
FAT
481
First American Trust
California
$1.12M +$178K +3,549 +19%
PP
482
Prosperity Planning
Missouri
$1.11M
FA
483
Fiducient Advisors
Illinois
$1.11M -$13.6K -270 -1%
WPW
484
Watershed Private Wealth
Illinois
$1.09M +$1.09M +21,702 New
PCS
485
Personal CFO Solutions
New Jersey
$1.09M +$74.2K +1,476 +7%
PA
486
PFW Advisors
Georgia
$1.07M +$1.09M +21,629 New
SAM
487
S.A. Mason
Michigan
$1.07M
NC
488
NewSquare Capital
Pennsylvania
$1.06M -$63.8K -1,270 -6%
HFS
489
Heritage Financial Services
Massachusetts
$1.06M -$4.67M -93,017 -82%
PB
490
Pinnacle Bancorp
Nebraska
$1.05M +$383K +7,625 +57%
TWM
491
TriaGen Wealth Management
California
$1.05M +$49.9K +994 +5%
HR
492
Howe & Rusling
New York
$1.04M -$2.41K -48 -0.2%
BRWA
493
B. Riley Wealth Advisors
Florida
$1.04M -$229K -4,551 -18%
BV
494
Boxwood Ventures
Illinois
$1.02M
PFA
495
Petra Financial Advisors
Colorado
$1.02M -$428K -8,512 -30%
AWAG
496
ARS Wealth Advisors Group
Florida
$1.02M
CAG
497
Csenge Advisory Group
Florida
$1.01M -$223K -4,443 -18%
ACS
498
Archford Capital Strategies
Illinois
$1M +$64.5K +1,284 +7%
REMPR
499
Roof Eidam Maycock Peralta (REMP)
California
$1M -$56.3K -1,121 -5%
BB
500
Bell Bank
North Dakota
$1M

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.