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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
MWA
776
Martel Wealth Advisors
Washington
$280K +$17K +344 +6%
LIG
777
Lokken Investment Group
Delaware
$279K +$287K +5,796 New
TC
778
Telemus Capital
Michigan
$278K +$286K +5,777 New
HI
779
Hudock Inc
Pennsylvania
$276K
CBOR
780
Community Bank of Raymore
Missouri
$275K -$2.08K -42 -0.7%
BA
781
Bridge Advisory
California
$274K +$282K +5,688 New
KFI
782
Key Financial Inc
Pennsylvania
$271K
WIM
783
Westside Investment Management
California
$270K
SFP
784
Sterling Financial Planning
New Jersey
$269K +$277K +5,601 New
HSWM
785
Hubbell Strickland Wealth Management
Louisiana
$269K -$29K -586 -9%
CMBA
786
C.M. Bidwell & Associates
Hawaii
$268K
SAM
787
Summit Asset Management
Tennessee
$267K
SAM
788
Sawgrass Asset Management
Florida
$265K
ICG
789
InterOcean Capital Group
Tennessee
$263K +$271K +5,478 New
GWCM
790
Godshalk Welsh Capital Management
Pennsylvania
$263K -$294K -5,942 -52%
HS
791
Horan Securities
United States
$263K -$79.2K -1,599 -23%
TCA
792
Transcend Capital Advisors
New Jersey
$258K +$266K +5,372 New
PCI
793
Planning Center Inc
Illinois
$258K +$266K +5,360 New
BTWM
794
Baker Tilly Wealth Management
Wisconsin
$257K -$164K -3,315 -38%
TIM
795
Total Investment Management
Arizona
$256K +$1.83K +37 +0.7%
BAG
796
Bridgewealth Advisory Group
California
$256K
PIMG
797
Patriot Investment Management Group
Tennessee
$255K
MCCA
798
Mill Creek Capital Advisors
Pennsylvania
$255K -$21.4K -433 -8%
CW
799
Channel Wealth
California
$254K -$25K -505 -9%
SRC
800
Shufro Rose & Co
New York
$251K +$258K +5,216 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.