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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
VWM
876
Venturi Wealth Management
Texas
$42.1K
PFBT
877
Parkside Financial Bank & Trust
Missouri
$39.1K
HT
878
Headlands Technologies
Illinois
$38.7K +$39.9K +805 New
FFC
879
First Financial Corp
Indiana
$37.3K
BTI
880
Blue Trust Inc
Georgia
$37K -$3.86K -78 -9%
CSWM
881
Cassady Schiller Wealth Management
Ohio
$32.4K
HPC
882
HM Payson & Co
Maine
$32K +$33K +666 New
IRC
883
Investors Research Corp
Georgia
$30.8K -$20.3K -410 -39%
CA
884
Crewe Advisors
Utah
$29.1K
CH
885
Canton Hathaway
Rhode Island
$29K
ACA
886
Atlas Capital Advisors
Wyoming
$24.5K +$25.2K +509 New
CIA
887
Cape Investment Advisory
Georgia
$24.4K +$6.59K +133 +35%
MFT
888
Moisand Fitzgerald Tamayo
Florida
$23.7K
HGERS
889
Householder Group Estate & Retirement Specialist
Arizona
$23.3K +$23.9K +483 New
BWL
890
Bogart Wealth LLC
Virginia
$23K +$149 +3 +0.6%
MCA
891
Maryland Capital Advisors
Maryland
$22.6K
FMTCOCP
892
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
GWSG
893
GPS Wealth Strategies Group
Colorado
$20.2K +$149 +3 +0.7%
SSB
894
Sandy Spring Bank
Maryland
$20K
GTAM
895
Global Trust Asset Management
Florida
$19.2K
LFG
896
Larson Financial Group
Missouri
$17.5K -$47.6K -960 -73%
PMFA
897
Plante Moran Financial Advisors
Michigan
$16.7K
IPW
898
Impact Partnership Wealth
Georgia
$14.6K
CAL
899
Capital Analysts LLC
Pennsylvania
$13K +$13.4K +271 New
DAM
900
Delta Asset Management
Tennessee
$11.9K

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.