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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
FCM
726
Fortis Capital Management
Washington
$313K +$1.71K +34 +0.5%
HSWM
727
Hubbell Strickland Wealth Management
Louisiana
$310K -$85.9K -1,709 -22%
CFGSD
728
Compass Financial Group (South Dakota)
South Dakota
$309K -$172K -3,421 -36%
AFA
729
American Financial Advisors
Georgia
$307K +$32.9K +655 +12%
GS
730
GTS Securities
New York
$306K +$306K +6,098 New
WCA
731
Waypoint Capital Advisors
Minnesota
$304K +$9.9K +197 +3%
SMC
732
Smith, Moore & Co
Missouri
$304K
PWM
733
Penobscot Wealth Management
Maine
$304K +$304K +6,059 New
OFG
734
Oxford Financial Group
Indiana
$301K +$12.2K +243 +4%
FFG
735
Frisch Financial Group
New York
$298K
MWM
736
Meridian Wealth Management
Kentucky
$298K -$8.69K -173 -3%
CWM
737
Curi Wealth Management
North Carolina
$295K
ECM
738
Evergreen Capital Management
Washington
$295K +$295K +5,869 New
SG
739
StoneX Group
New York
$294K -$11.8K -235 -4%
WA
740
WBH Advisory
Maryland
$294K -$13.6K -271 -4%
VP
741
Verum Partners
North Carolina
$293K +$37.2K +741 +15%
VBFP
742
Valtinson Bruner Financial Planning
Minnesota
$291K
CW
743
Channel Wealth
California
$291K +$32.7K +650 +13%
SCA
744
Snowden Capital Advisors
New York
$290K +$201 +4 +0.1%
Bank of Montreal
745
Bank of Montreal
Ontario, Canada
$289K -$540K -10,739 -65%
CBOR
746
Community Bank of Raymore
Missouri
$289K
MCCA
747
Mill Creek Capital Advisors
Pennsylvania
$288K -$30K -597 -9%
HI
748
Hudock Inc
Pennsylvania
$288K -$20K -399 -7%
SSWM
749
Smith Salley Wealth Management
North Carolina
$286K +$286K +5,701 New
MIAS
750
Mason Investment Advisory Services
Virginia
$285K +$285K +5,677 New

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.