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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
PA
526
PFW Advisors
Georgia
$980K -$62.2K -1,256 -6%
AWAG
527
ARS Wealth Advisors Group
Florida
$978K +$3.81K +77 +0.4%
NC
528
NewSquare Capital
Pennsylvania
$975K -$42.9K -865 -4%
TFA
529
TPG Financial Advisors
Oregon
$972K +$1M +20,210 New
NL
530
NWAM LLC
Washington
$972K -$3.13M -63,139 -76%
BB
531
Bell Bank
North Dakota
$960K
MWM
532
Meridian Wealth Management
Kentucky
$945K +$679K +13,713 +231%
WFM
533
Wolff Financial Management
Michigan
$942K +$970K +19,582 New
LFP
534
Leeward Financial Partners
Washington
$941K +$151K +3,046 +18%
SDWMA
535
Schneider Downs Wealth Management Advisors
Pennsylvania
$937K -$1.08M -21,895 -53%
LGA
536
Lebenthal Global Advisors
New York
$935K +$963K +19,448 New
IAG
537
Investment Advisory Group
Massachusetts
$933K +$99.1K +2,000 +12%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$929K +$448K +9,048 +88%
OL
539
Optas LLC
Texas
$924K -$18.3K -369 -2%
GWM
540
Geneos Wealth Management
Colorado
$918K -$11.7K -236 -1%
REMPR
541
Roof Eidam Maycock Peralta (REMP)
California
$916K -$45.3K -915 -5%
BCA
542
Bray Capital Advisors
Florida
$913K
SIC
543
SJS Investment Consulting
Ohio
$906K
EIA
544
Eldridge Investment Advisors
New Hampshire
$905K +$181K +3,661 +24%
FA
545
FC Advisory
Pennsylvania
$892K +$114K +2,299 +14%
AWAP
546
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$890K
HNWAG
547
High Net Worth Advisory Group
Florida
$878K +$1.54K +31 +0.2%
AIP
548
Ameritas Investment Partners
Nebraska
$871K +$4.46K +90 +0.5%
NCM
549
Northwest Capital Management
Oregon
$865K +$50 +1 +0%
OWM
550
Opes Wealth Management
California
$863K +$186K +3,755 +26%

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.