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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
801
Snowden Capital Advisors
New York
$246K -$32K -646 -11%
FAFN
802
First Affirmative Financial Network
Colorado
$246K -$2.48K -50 -1%
RC
803
Roundview Capital
New Jersey
$246K
WCP
804
Wick Capital Partners
Pennsylvania
$245K +$253K +5,100 New
DWM
805
Dakota Wealth Management
Florida
$244K
WMA
806
Wealth Management Associates
New Jersey
$244K -$69.4K -1,400 -22%
KBC
807
Key Bridge Compliance
$244K +$251K +5,071 New
WAS
808
Wealth Advisory Solutions
Indiana
$244K +$251K +5,071 New
SP
809
Successful Portfolios
Florida
$243K +$22.8K +460 +10%
FWP
810
Firethorn Wealth Partners
Georgia
$241K +$248K +5,006 New
WCA
811
Waypoint Capital Advisors
Minnesota
$240K -$52.6K -1,062 -18%
RWM
812
RKL Wealth Management
Pennsylvania
$240K +$1.49K +30 +0.6%
Bank of Montreal
813
Bank of Montreal
Ontario, Canada
$240K -$42.7K -862 -15%
NFG
814
Northeast Financial Group
Pennsylvania
$240K -$443K -8,934 -64%
OC
815
Oppenheimer & Co
New York
$239K +$31.8K +642 +15%
NCM
816
Northland Capital Management
Minnesota
$239K
AC
817
ASB Consultores
Florida
$238K -$445K -8,987 -64%
ANBT
818
American National Bank & Trust
Texas
$238K +$229K +4,628 +1,493%
RFG
819
RFP Financial Group
Georgia
$237K +$1.73K +35 +0.7%
KCM
820
Kanawha Capital Management
Virginia
$236K +$396 +8 +0.2%
LRWA
821
Long Run Wealth Advisors
New York
$236K +$243K +4,900 New
MFG
822
MidWestOne Financial Group
Iowa
$235K
CCM
823
Coldstream Capital Management
Washington
$234K -$87.3K -1,763 -27%
CAS
824
Coppell Advisory Solutions
Texas
$232K +$100K +2,020 +76%
NHC
825
Nicholas Hoffman & Company
Georgia
$231K +$238K +4,802 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.