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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
HCP
851
Hexagon Capital Partners
Arkansas
$175K +$137K +2,768 +322%
PA
852
Parallel Advisors
California
$165K +$70.6K +1,425 +71%
NL
853
NVWM LLC
Pennsylvania
$158K -$312K -6,300 -66%
DF
854
Dunhill Financial
United Kingdom
$136K -$27K -546 -16%
IAS
855
IMA Advisory Services
Colorado
$125K
AA
856
Ancora Advisors
Ohio
$111K
JFGIW
857
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K +$112K +2,268 New
HL
858
HeadInvest LLC
Maine
$107K +$111K +2,250 New
CF
859
Centaurus Financial
California
$100K
SAG
860
Spotlight Asset Group
Illinois
$96.2K
BBHC
861
Brown Brothers Harriman & Co
New York
$95K +$90.4K +1,825 +1,217%
MCM
862
Manchester Capital Management
Vermont
$89.4K
MIM
863
Macroview Investment Management
Maryland
$86.5K
LFA
864
LGT Financial Advisors
Texas
$84.3K +$86.8K +1,752 New
CPG
865
Cornerstone Planning Group
New Jersey
$62.9K -$146K -2,951 -69%
SIS
866
Sound Income Strategies
Florida
$60.1K +$61.9K +1,249 New
PAG
867
Paladin Advisory Group
Iowa
$59K +$9.76K +197 +19%
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$51.9K
VWM
869
Valley Wealth Managers
New Jersey
$51.2K
HNB
870
Huntington National Bank
Ohio
$50.5K
Simplex Trading
871
Simplex Trading
Illinois
$47K +$48.7K +983 New
Fifth Third Bancorp
872
Fifth Third Bancorp
Ohio
$46.1K +$44.7K +903 +1,613%
MBFW
873
Morton Brown Family Wealth
Pennsylvania
$45.4K
LWANC
874
Laurel Wealth Advisors (North Carolina)
North Carolina
$45K
CT
875
Colonial Trust
South Carolina
$44.7K -$38.4K -776 -46%

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.