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Vanguard Tax-Exempt Bond Index Fund

891 hedge funds and large institutions have $21B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 388 increasing their positions, 303 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

28% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 303

6% more capital invested

Capital invested by funds: $19.9B → $21B (+$1.11B)

2% more funds holding

Funds holding: 876891 (+15)

0% more funds holding in top 10

Funds holding in top 10: 8383 (0)

0.86% less ownership

Funds ownership: 76.44%75.58% (-0.86%)

7% less call options, than puts

Call options by funds: $1.82M | Put options by funds: $1.96M

Holders
891
Holders Change
+15
Holders Change %
+1.71%
% of All Funds
13.99%
Holding in Top 10
83
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.3%
New
77
Increased
388
Reduced
303
Closed
56
Calls
$1.82M
Puts
$1.96M
Net Calls
-$141K
Net Calls Change
+$69K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$19.8M -$3.1M -61,630 -13%
BOH
102
Bank of Hawaii
Hawaii
$19.8M +$2.16M +42,924 +12%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$19.8M +$6.61M +131,585 +50%
LRIA
104
Leonard Rickey Investment Advisors
Washington
$19.3M -$361K -7,176 -2%
Renaissance Technologies
105
Renaissance Technologies
New York
$18.8M -$7.6M -151,200 -29%
HCM
106
Hengehold Capital Management
Ohio
$18.7M -$91.4K -1,819 -0.5%
TA
107
Trellis Advisors
Washington
$18.6M +$2.41M +47,950 +15%
BSSFA
108
Baron Silver Stevens Financial Advisors
Florida
$18.3M +$880K +17,518 +5%
FSC
109
Full Sail Capital
Oklahoma
$18.1M -$3.52M -70,046 -16%
SP
110
Stairway Partners
Illinois
$18M +$89.9K +1,790 +0.5%
RCA
111
Resonant Capital Advisors
Wisconsin
$17.4M +$2.37M +47,199 +16%
Bank of New York Mellon
112
Bank of New York Mellon
New York
$17.2M +$3.83M +76,179 +29%
NA
113
NewEdge Advisors
Louisiana
$17M +$6.17M +122,873 +57%
BCI
114
Brinker Capital Investments
Pennsylvania
$16.5M +$1.34M +26,720 +9%
OPS
115
Orion Portfolio Solutions
Nebraska
$16.5M +$1.34M +26,720 +9%
PO
116
Private Ocean
California
$16.4M -$6.39M -127,145 -28%
AF
117
Allworth Financial
California
$16.3M +$6.78M +134,925 +71%
UA
118
Unison Advisors
District of Columbia
$16.3M +$6.73K +134 +0%
IWC
119
Integrated Wealth Concepts
Massachusetts
$16.1M +$1.26M +25,081 +8%
HWA
120
Heartwood Wealth Advisors
Virginia
$15.9M +$841K +16,739 +6%
AA
121
Atmos Advisory
Pennsylvania
$15.4M +$38.2K +761 +0.2%
Empower Advisory Group
122
Empower Advisory Group
Colorado
$15.3M +$279K +5,547 +2%
G
123
GenTrust
Florida
$15M +$7.52M +149,689 +101%
UB
124
UMB Bank
Missouri
$14.9M -$3.55M -70,641 -19%
FHA
125
First Horizon Advisors
Tennessee
$14.9M +$723K +14,396 +5%

VTEB Hedge Fund Activity: Q2 2023 in Review

891 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2023, worth a combined $21B — up 5.6% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new VTEB positions and 56 closed out — a net gain of 21 holders — while 388 added to existing stakes and 303 trimmed.

The largest buyer was Wealthfront Advisers, adding an estimated $300M. The largest seller was Summit Wealth Group, cutting an estimated $101M.

  • 891 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2023, up from 876 in Q1 2023.
  • Funds reported $21B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2023, up 5.6% quarter-over-quarter.
  • 77 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2023 and 56 closed out, a net change of +21 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2023 was Wealthfront Advisers, an estimated $300M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2023 was Summit Wealth Group, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2023.