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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
PWA
651
Physician Wealth Advisors
Utah
$475K +$4.52K +90 +1%
CAMG
652
CWA Asset Management Group
Florida
$475K -$50.3K -1,001 -10%
HIMC
653
Heritage Investors Management Corp
Maryland
$474K +$7.03K +140 +2%
OWA
654
Opal Wealth Advisors
New York
$472K -$2.11K -42 -0.4%
BBW
655
Blue Barn Wealth
Utah
$471K
SPC
656
Sigma Planning Corp
Michigan
$469K -$52.4K -1,042 -10%
PCWA
657
Pacific Capital Wealth Advisors
California
$464K -$1.02M -20,388 -69%
EFG
658
Erickson Financial Group
Pennsylvania
$464K
PWLP
659
Prio Wealth Limited Partnership
Massachusetts
$454K
BAM
660
Belpointe Asset Management
Nevada
$453K -$520K -10,357 -53%
AIM
661
Alhambra Investment Management
Florida
$452K -$102K -2,028 -18%
CIA
662
Compass Ion Advisors
Pennsylvania
$451K +$451K +8,974 New
SI
663
Saxon Interests
Texas
$451K -$2.86K -57 -0.6%
WAAG
664
Wealth Alliance Advisory Group
Kansas
$448K
CL
665
Cabana LLC
Arkansas
$437K +$437K +8,694 New
BTWM
666
Baker Tilly Wealth Management
Wisconsin
$435K +$58.4K +1,162 +15%
MCM
667
Mattern Capital Management
Colorado
$435K -$11K -218 -2%
MWM
668
Mascoma Wealth Management
New Hampshire
$432K -$54.1K -1,077 -11%
KP
669
Keel Point
Alabama
$431K +$431K +8,579 New
AWM
670
Aspire Wealth Management
Massachusetts
$429K
VFIC
671
Valley Forge Investment Consultants
Pennsylvania
$426K
CBFP
672
Cedar Brook Financial Partners
Ohio
$422K -$15.7K -313 -4%
ECM
673
Exchange Capital Management
Michigan
$420K +$179K +3,560 +74%
APIM
674
Agate Pass Investment Management
Washington
$419K -$39.9K -794 -9%
PW
675
Peninsula Wealth
California
$416K -$47.5K -946 -10%

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.