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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
CT
476
Columbia Trust
Oregon
$1.21M
GP
477
Girard Partners
Pennsylvania
$1.21M -$362K -7,301 -22%
CW
478
CreativeOne Wealth
Kansas
$1.21M -$58K -1,170 -4%
GJIA
479
Glass Jacobson Investment Advisors
Maryland
$1.2M -$13.7K -277 -1%
HI
480
Hendershot Investments
Virginia
$1.2M -$38.1K -770 -3%
PFO
481
Pathstone Family Office
New Jersey
$1.2M +$659K +13,309 +114%
MGIA
482
Moneta Group Investment Advisors
Missouri
$1.2M -$1.13M -22,727 -48%
WLIM
483
White Lighthouse Investment Management
Massachusetts
$1.2M +$3.71K +75 +0.3%
EA
484
Eclectic Associates
California
$1.19M
ACP
485
Aviance Capital Partners
Florida
$1.19M +$58.1K +1,172 +5%
SRC
486
Sage Rhino Capital
California
$1.18M -$60.5K -1,222 -5%
LPAM
487
Lodestar Private Asset Management
California
$1.18M +$323K +6,514 +36%
BDF
488
Black Diamond Financial
Maryland
$1.18M
PP
489
Patron Partners
Texas
$1.15M -$187K -3,768 -14%
CFGS
490
Concourse Financial Group Securities
Alabama
$1.14M +$35.6K +718 +3%
GFWA
491
Grey Fox Wealth Advisors
Delaware
$1.14M -$559K -11,291 -32%
GIA
492
Goodwin Investment Advisory
Georgia
$1.14M +$213K +4,308 +22%
PB
493
Pinnacle Bancorp
Nebraska
$1.14M +$135K +2,721 +13%
RWI
494
Red Wave Investments
Pennsylvania
$1.14M -$16.1K -326 -1%
ACS
495
Archford Capital Strategies
Illinois
$1.12M +$171K +3,442 +17%
SWP
496
ShoreHaven Wealth Partners
New Jersey
$1.12M -$1.46M -29,374 -56%
MA
497
Montag & Associates
Georgia
$1.12M
CAM
498
Cresset Asset Management
Illinois
$1.1M +$546K +11,013 +93%
TGAM
499
TBH Global Asset Management
Tennessee
$1.09M +$1.13M +22,741 New
JWCA
500
J.W. Cole Advisors
Florida
$1.08M -$41.2K -831 -4%

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.