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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
SCA
726
Scott Capital Advisors
Oregon
$348K +$89K +1,797 +33%
VBFP
727
Valtinson Bruner Financial Planning
Minnesota
$347K +$70.7K +1,427 +25%
GLA
728
Good Life Advisors
Pennsylvania
$341K +$102K +2,064 +41%
AGC
729
Aspen Grove Capital
Colorado
$341K
Renaissance Technologies
730
Renaissance Technologies
New York
$340K -$18.2M -366,827 -98%
1IA
731
1834 Investment Advisors
Wisconsin
$338K +$348K +7,032 New
BWM
732
Baron Wealth Management
Michigan
$335K +$2.48K +50 +0.7%
WS
733
Wedbush Securities
California
$334K
RRA
734
Round Rock Advisors
Connecticut
$332K
MRWM
735
ML&R Wealth Management
Texas
$330K
RWM
736
Revisor Wealth Management
Ohio
$329K +$338K +6,831 New
HWM
737
Horizons Wealth Management
North Carolina
$328K
CFG
738
Citizens Financial Group
Rhode Island
$323K +$7.98K +161 +2%
PWLP
739
Prio Wealth Limited Partnership
Massachusetts
$323K -$116K -2,340 -26%
CFGSD
740
Compass Financial Group (South Dakota)
South Dakota
$322K +$27.5K +556 +9%
AA
741
Addison Advisors
Vermont
$321K -$162K -3,280 -33%
CWM
742
Collaborative Wealth Management
Florida
$320K +$330K +6,652 New
FWIA
743
Fort Washington Investment Advisors
Ohio
$317K +$99.1K +2,000 +44%
CAMG
744
CWA Asset Management Group
Florida
$314K -$145K -2,927 -31%
AFP
745
Ausdal Financial Partners
Iowa
$313K -$7.73K -156 -2%
RTL
746
Red Tortoise LLC
Georgia
$312K +$291K +5,874 +974%
QPWM
747
Quadrant Private Wealth Management
Pennsylvania
$308K +$317K +6,407 New
PWM
748
Penobscot Wealth Management
Maine
$307K +$16.5K +334 +6%
LWA
749
LWS Wealth Advisors
New Jersey
$307K +$317K +6,391 New
DCS
750
Destiny Capital Securities
Colorado
$307K +$316K +6,381 New

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.