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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
RIA
576
Retirement Investment Advisors
Oklahoma
$771K
MWA
577
Moser Wealth Advisors
Washington
$765K
WWM
578
Western Wealth Management
Colorado
$764K +$20.1K +405 +3%
ML
579
Mayport LLC
Massachusetts
$762K +$10K +202 +1%
AAS
580
Annex Advisory Services
Wisconsin
$762K -$420K -8,479 -35%
TW
581
Towerpoint Wealth
California
$762K
HI
582
Human Investing
Oregon
$758K -$32.8K -663 -4%
EWA
583
Exencial Wealth Advisors
Oklahoma
$754K
AFGAS
584
Allegiance Financial Group Advisory Services
Virginia
$754K +$1.58K +32 +0.2%
BDFN
585
Bond & Devick Financial Network
Minnesota
$753K +$9.91K +200 +1%
CCFM
586
Clear Creek Financial Management
Washington
$751K -$11.4K -231 -1%
FHC
587
First Heartland Consultants
Missouri
$751K -$1.13M -22,871 -59%
NL
588
Navalign LLC
California
$750K +$50.3K +1,016 +7%
RTC
589
Riverview Trust Company
Washington
$747K +$769K +15,525 New
MIM
590
Moseley Investment Management
Florida
$742K +$53.8K +1,086 +8%
LBC
591
Lowe Brockenbrough & Co
Virginia
$738K +$396K +8,000 +109%
PGA
592
Portland Global Advisors
Maine
$735K
AA
593
AlphaQ Advisors
Florida
$734K -$815K -16,458 -52%
CT
594
Coastline Trust
Rhode Island
$733K +$103K +2,089 +16%
MAG
595
MRA Advisory Group
New Jersey
$725K +$207K +4,171 +38%
LC
596
Landaas & Company
Wisconsin
$723K -$29.1K -588 -4%
APWM
597
Argonautica Private Wealth Management
Massachusetts
$721K +$743K +14,998 New
AAG
598
Armstrong Advisory Group
Massachusetts
$720K -$67.4K -1,361 -8%
VC
599
Veery Capital
Delaware
$718K -$148K -2,981 -17%
KBFS
600
Kohmann Bosshard Financial Services
Ohio
$716K +$11.8K +239 +2%

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.