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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
FWP
601
Falcon Wealth Planning
California
$628K +$629K +12,514 New
WWA
602
WCG Wealth Advisors
Nevada
$622K +$37.1K +738 +6%
WT
603
Washington Trust
Rhode Island
$618K -$1.26K -25 -0.2%
AWS
604
Aspen Wealth Strategies
Colorado
$616K +$72.3K +1,439 +13%
LL
605
LPWM LLC
Minnesota
$616K -$14.9K -297 -2%
GDP
606
Great Diamond Partners
Maine
$614K -$8.99K -179 -1%
FWA
607
Freedom Wealth Alliance
Wisconsin
$604K -$66.9K -1,332 -10%
MPCL
608
My Personal CFO LLC
Washington
$603K
EA
609
Evolution Advisers
Virginia
$602K +$50.4K +1,003 +9%
FFN
610
Focus Financial Network
Minnesota
$602K -$9.04K -180 -1%
LSIA
611
LaSalle St. Investment Advisors
Illinois
$599K -$8.29K -165 -1%
KTA
612
Keeley-Teton Advisors
Illinois
$599K
CAM
613
Cresset Asset Management
Illinois
$597K -$56.9K -1,132 -9%
FAIM
614
Financial Advocates Investment Management
Washington
$592K +$17.7K +353 +3%
FWA
615
FSM Wealth Advisors
Ohio
$588K +$160K +3,190 +37%
CIM
616
Cambria Investment Management
California
$587K +$61.7K +1,228 +12%
PFO
617
Pathstone Family Office
New Jersey
$586K +$137K +2,722 +30%
CFP
618
Catalyst Financial Partners
Massachusetts
$583K
WMA
619
West Michigan Advisors
Michigan
$580K +$22.5K +447 +4%
CFMC
620
Curbstone Financial Management Corp
New Hampshire
$580K -$93K -1,850 -14%
GWCM
621
Godshalk Welsh Capital Management
Pennsylvania
$573K -$133K -2,643 -19%
DI
622
Disciplined Investments
Oklahoma
$571K +$94.2K +1,875 +20%
CB
623
Centennial Bank
Arkansas
$567K -$168K -3,350 -23%
KWM
624
Kingsview Wealth Management
Oregon
$565K +$305K +6,065 +117%
BC
625
Burney Company
Virginia
$560K +$7.89K +157 +1%

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.