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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
1WA
826
180 Wealth Advisors
Washington
$228K +$545 +11 +0.2%
JSW
827
Journey Strategic Wealth
New Jersey
$226K -$1.41M -28,372 -86%
CT
828
Caldwell Trust
Florida
$226K
SPWG
829
Syntegra Private Wealth Group
Missouri
$225K
FP
830
Financial Perspectives
Minnesota
$223K
OAM
831
Occidental Asset Management
California
$221K -$27K -546 -11%
BWP
832
Baldwin Wealth Partners
Massachusetts
$220K
PFGIA
833
Patriot Financial Group Insurance Agency
Massachusetts
$219K +$226K +4,553 New
PP
834
Patten & Patten
Tennessee
$219K +$225K +4,546 New
NP
835
Nilsine Partners
Colorado
$216K +$223K +4,496 New
MWM
836
Mattern Wealth Management
Kansas
$216K -$124K -2,497 -36%
OA
837
Operose Advisors
Wisconsin
$215K +$204K +4,119 +1,170%
Wolverine Trading
838
Wolverine Trading
Illinois
$215K +$221K +4,462 New
WWM
839
Wiser Wealth Management
Georgia
$214K +$1.58K +32 +0.7%
AWA
840
Archvest Wealth Advisors
California
$214K -$7.43K -150 -3%
SW
841
SlateStone Wealth
Florida
$214K +$4.41K +89 +2%
FFM
842
Forum Financial Management
Illinois
$210K +$216K +4,359 New
GA
843
Greenspring Advisors
Maryland
$210K
TWP
844
TFO Wealth Partners
Ohio
$206K
CWAG
845
Compton Wealth Advisory Group
Virginia
$205K +$9.31K +188 +5%
YIA
846
YHB Investment Advisors
Connecticut
$203K +$5.2K +105 +3%
NFP
847
Narus Financial Partners
Utah
$202K -$4.95K -100 -2%
FCFC
848
First Citizens Financial Corp
Iowa
$202K +$208K +4,199 New
SWA
849
SOA Wealth Advisors
New York
$190K +$2.92K +59 +2%
GI
850
Gradient Investments
Minnesota
$176K +$132K +2,673 +270%

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.