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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
MA
101
Mosaic Advisors
Texas
$19.8M -$2.44M -49,160 -11%
WWM
102
Windsor Wealth Management
Indiana
$19.8M -$372K -7,509 -2%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$19.8M +$3.38M +68,288 +20%
IWC
104
Integrated Wealth Concepts
Massachusetts
$19.6M +$4.29M +86,586 +27%
HIG
105
Heritage Investment Group
Florida
$19.6M +$271K +5,479 +1%
BOH
106
Bank of Hawaii
Hawaii
$19.6M +$587K +11,841 +3%
SWM
107
SigFig Wealth Management
California
$19.5M -$2.45M -49,557 -11%
SIS
108
Strategic Investment Solutions
Illinois
$18.8M +$18.4M +371,758 +5,262%
TA
109
Trellis Advisors
Washington
$18.5M +$727K +14,675 +4%
FSC
110
Full Sail Capital
Oklahoma
$18.4M +$1.05M +21,212 +6%
G
111
GenTrust
Florida
$18M +$3.81M +76,911 +26%
AF
112
Allworth Financial
California
$18M +$2.46M +49,642 +15%
FWI
113
Facet Wealth Inc
Maryland
$17.9M +$18.2M +366,509 +3,380%
HCM
114
Hengehold Capital Management
Ohio
$17.7M -$281K -5,682 -2%
SP
115
Stairway Partners
Illinois
$17.3M +$63.9K +1,290 +0.4%
SL
116
Salomon & Ludwin
Virginia
$17.1M +$7.05M +142,327 +66%
NA
117
NewEdge Advisors
Louisiana
$17M +$768K +15,496 +5%
LRIA
118
Leonard Rickey Investment Advisors
Washington
$16.8M -$1.74M -35,030 -9%
RCA
119
Resonant Capital Advisors
Wisconsin
$16.7M +$66.1K +1,335 +0.4%
BCI
120
Brinker Capital Investments
Pennsylvania
$16.1M +$338K +6,821 +2%
OPS
121
Orion Portfolio Solutions
Nebraska
$16.1M +$338K +6,821 +2%
HWA
122
Heartwood Wealth Advisors
Virginia
$15.7M +$415K +8,370 +3%
UA
123
Unison Advisors
District of Columbia
$15.6M +$7.08K +143 +0%
BSSFA
124
Baron Silver Stevens Financial Advisors
Florida
$15.2M -$2.4M -48,532 -13%
AA
125
Atmos Advisory
Pennsylvania
$14.9M +$207K +4,179 +1%

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.