We are live on ! Find out more
VTEB icon

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
RFC
51
Regions Financial Corp
Alabama
$50.7M +$1.27M +25,560 +2%
MAS
52
Meeder Advisory Services
Ohio
$47.6M -$3.59M -72,534 -7%
OIA
53
OneDigital Investment Advisors
Kansas
$47.2M +$25.5M +513,754 +110%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$46.1M -$969K -19,554 -2%
BHWM
55
Beaird Harris Wealth Management
Texas
$45.8M -$2.68M -54,062 -5%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$43.5M +$1M +20,286 +2%
WFA
57
West Financial Advisors
Iowa
$41.8M +$4.43M +89,372 +11%
HP
58
HT Partners
Connecticut
$40.1M +$2.28M +45,930 +6%
WCWM
59
Willow Creek Wealth Management
California
$40M -$1.96M -39,497 -5%
CC
60
Callan Capital
California
$37.2M +$5.19M +104,768 +16%
TSW
61
Thompson Siegel & Walmsley
Virginia
$36.8M +$12.3M +248,776 +48%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$36.3M +$11.6M +233,360 +45%
Financial Engines Advisors
63
Financial Engines Advisors
California
$35.7M -$4.31M -87,036 -10%
BWP
64
BSW Wealth Partners
Colorado
$35M +$1.03M +20,795 +3%
IAA
65
Independent Advisor Alliance
North Carolina
$34.5M +$2.03M +40,893 +6%
BCP
66
Blue Chip Partners
Michigan
$34.4M +$35.2M +711,491 +17,752%
Nisa Investment Advisors
67
Nisa Investment Advisors
Missouri
$31.9M +$10.5M +212,270 +47%
Lido Advisors
68
Lido Advisors
California
$30.9M -$4.65M -93,960 -13%
MML Investors Services
69
MML Investors Services
Massachusetts
$30.3M -$509K -10,272 -2%
SWA
70
Strata Wealth Advisors
Texas
$30.2M +$31.1M +626,848 New
MWM
71
Modera Wealth Management
New Jersey
$30M -$989K -19,958 -3%
SB
72
Sunflower Bank
Texas
$29.6M +$2.38M +48,087 +8%
PFPT
73
Pinnacle Financial Partners (Tennessee)
Tennessee
$28.7M -$1.55M -31,190 -5%
BFC
74
Bedel Financial Consulting
Indiana
$28.6M -$517K -10,436 -2%
AWE
75
Avidian Wealth Enterprises
Texas
$28M +$2.38M +47,993 +9%

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.