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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
AR
601
Apeiron RIA
Texas
$715K +$2.18K +44 +0.3%
WA
602
WBH Advisory
Maryland
$712K +$444K +8,955 +153%
FPF
603
First Pacific Financial
Washington
$703K -$63.1K -1,273 -8%
CANC
604
Culbertson A N & Co
Virginia
$697K -$8.67K -175 -1%
FMC
605
First Merchants Corp
Indiana
$688K -$144K -2,900 -17%
FWA
606
FSM Wealth Advisors
Ohio
$673K +$110K +2,229 +19%
MAM
607
MMA Asset Management
Pennsylvania
$663K -$39.4K -795 -5%
MWP
608
Meredith Wealth Planning
Illinois
$662K +$8.12K +164 +1%
PCS
609
Personal CFO Solutions
New Jersey
$658K -$396K -7,984 -37%
AAP
610
Arax Advisory Partners
Colorado
$650K -$7.63K -154 -1%
FAIM
611
Financial Advocates Investment Management
Washington
$647K +$82.9K +1,674 +14%
AWM
612
Avaii Wealth Management
Wisconsin
$643K -$56.1K -1,132 -8%
HIF
613
Hill Island Financial
Michigan
$641K -$24.3K -491 -4%
FFS
614
Founders Financial Securities
Maryland
$639K -$9.02M -182,162 -93%
AF
615
Apexium Financial
Texas
$632K -$61.3K -1,237 -9%
PA
616
Procyon Advisors
Connecticut
$632K +$7.78K +157 +1%
PCIG
617
Partners Capital Investment Group
Massachusetts
$630K +$4.66K +94 +0.7%
AWM
618
Accurate Wealth Management
Florida
$630K -$1.32M -26,559 -67%
SF
619
Summit Financial
New Jersey
$628K -$12K -243 -2%
APA
620
Astoria Portfolio Advisors
New York
$621K -$743 -15 -0.1%
GWMIA
621
Global Wealth Management Investment Advisory
Florida
$620K
CLG
622
Cooperman Leon G
$619K
FAM
623
Family Asset Management
South Carolina
$615K +$633K +12,785 New
IWP
624
Icon Wealth Partners
Texas
$613K +$9.71K +196 +2%
AWS
625
Aspen Wealth Strategies
Colorado
$610K +$20.6K +416 +3%

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.