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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
FIBT
951
First International Bank & Trust
North Dakota
-$362K -7,212 Closed
GLLW
952
Graves Light Lenhart Wealth
Virginia
-$361K -7,184 Closed
MFP
953
Meridian Financial Partners
Virginia
-$360K -7,145 Closed
CHA
954
Cooper/Haims Advisors
New York
-$355K -7,062 Closed
GS
955
GTS Securities
New York
-$306K -6,098 Closed
ECM
956
Evergreen Capital Management
Washington
-$295K -5,869 Closed
SSWM
957
Smith Salley Wealth Management
North Carolina
-$286K -5,701 Closed
KA
958
Kooman & Associates
Pennsylvania
-$285K -5,669 Closed
BBNA
959
Bremer Bank National Association
Minnesota
-$272K -5,408 Closed
IWP
960
IAG Wealth Partners
Wisconsin
-$268K -5,333 Closed
MWM
961
Mission Wealth Management
California
-$256K -5,100 Closed
FLPIM
962
F.L. Putnam Investment Management
Massachusetts
-$247K -4,912 Closed
CAI
963
Capital Advisors Inc
Oklahoma
-$239K -4,755 Closed
HAS
964
HBW Advisory Services
California
-$236K -4,695 Closed
SWA
965
Strategies Wealth Advisors
Michigan
-$229K -4,563 Closed
SLA
966
Silver Lake Advisory
Utah
-$226K -4,504 Closed
AWM
967
Act Wealth Management
Texas
-$221K -4,400 Closed
IAIM
968
International Assets Investment Management
Florida
-$207K -4,120 Closed
WA
969
Waverly Advisors
Alabama
-$205K -4,080 Closed
AF
970
Affiance Financial
Minnesota
-$204K -4,055 Closed
BEW
971
Burton Enright Welch
California
-$202K -4,020 Closed
SPFA
972
Summit Place Financial Advisors
New Jersey
-$201K -4,000 Closed
WAM
973
Walker Asset Management
Missouri
-$201K -4,000 Closed
AP
974
Arlington Partners
Alabama
-$191K -3,810 Closed
NL
975
NEPC LLC
Massachusetts
-$189K -3,763 Closed

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.