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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
VAF
501
Values Added Financial
District of Columbia
$984K +$984K +19,588 New
OL
502
Optas LLC
Texas
$983K -$115K -2,282 -10%
KL
503
KilterHowling LLC
Colorado
$975K -$106K -2,101 -10%
GIA
504
Goodwin Investment Advisory
Georgia
$974K +$13.3K +264 +1%
GWM
505
Geneos Wealth Management
Colorado
$970K +$182K +3,631 +23%
MMPW
506
Mitchell McLeod Pugh & Williams
Alabama
$968K +$325K +6,473 +51%
BCA
507
Bray Capital Advisors
Florida
$953K
EWA
508
EverSource Wealth Advisors
Alabama
$948K -$323K -6,432 -25%
SIC
509
SJS Investment Consulting
Ohio
$946K +$909K +18,100 +2,456%
OCM
510
One Capital Management
California
$945K -$25.1K -500 -3%
MCA
511
MSH Capital Advisors
Arizona
$942K +$153K +3,051 +19%
AWAP
512
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$929K
MWA
513
Motive Wealth Advisors
Michigan
$921K -$952K -18,951 -51%
HNWAG
514
High Net Worth Advisory Group
Florida
$915K +$127K +2,528 +16%
SCA
515
Stonebridge Capital Advisors
Minnesota
$908K +$589K +11,730 +185%
HP
516
Hilltop Partners
Indiana
$907K +$198K +3,936 +28%
AIP
517
Ameritas Investment Partners
Nebraska
$905K -$29.5K -588 -3%
LPAM
518
Lodestar Private Asset Management
California
$905K +$24.4K +486 +3%
HIGP
519
Hill Investment Group Partners
Missouri
$903K +$5.58K +111 +0.6%
NCM
520
Northwest Capital Management
Oregon
$903K +$50 +1 +0%
VC
521
Veery Capital
Delaware
$900K -$474K -9,427 -34%
PG
522
Proffitt & Goodson
Tennessee
$894K -$379K -7,548 -30%
MNBTD
523
Moody National Bank Trust Division
Texas
$887K +$887K +17,661 New
SWA
524
Sax Wealth Advisors
New Jersey
$884K +$5.28K +105 +0.6%
MWP
525
Madison Wealth Partners
Wisconsin
$882K +$108K +2,145 +14%

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.