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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
Empower Advisory Group
126
Empower Advisory Group
Colorado
$14.7M +$84.5K +1,706 +0.6%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$14.2M -$4.91M -99,034 -25%
RGC
128
Roberts, Glore & Co
Illinois
$14.2M -$35.4K -715 -0.2%
FHA
129
First Horizon Advisors
Tennessee
$14.1M -$191K -3,850 -1%
EC
130
Estate Counselors
Wisconsin
$13.9M -$341K -6,890 -2%
MCWS
131
McKinley Carter Wealth Services
West Virginia
$13.5M +$1.89M +38,163 +16%
PWM
132
Perigon Wealth Management
California
$13.5M -$63.1K -1,273 -0.5%
TCB
133
Texas Capital Bancshares
Texas
$13.4M +$3.5M +70,735 +34%
BF
134
Brooklyn FI
New York
$13.3M +$2.29M +46,193 +20%
B
135
Bridgeworth
Alabama
$12.8M +$8.13M +164,033 +161%
FVWA
136
Foster Victor Wealth Advisors
South Carolina
$12.3M +$296K +5,979 +2%
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$12.2M +$12.6M +253,716 New
PO
138
Private Ocean
California
$12.1M -$3.68M -74,320 -23%
BCM
139
Brookstone Capital Management
Illinois
$12M +$400K +8,083 +3%
SFA
140
Source Financial Advisors
New York
$12M +$1.88M +37,919 +18%
AWS
141
Atria Wealth Solutions
New York
$11.9M -$307K -6,201 -2%
CPA
142
Cardiff Park Advisors
California
$11.9M -$921K -18,601 -7%
VFP
143
Verus Financial Partners
Virginia
$11.8M +$1.15M +23,283 +10%
MWP
144
Moller Wealth Partners
$11.8M -$66.5K -1,342 -0.5%
PPP
145
Private Portfolio Partners
New Jersey
$11.8M +$628K +12,679 +5%
ERIM
146
Eagle Ridge Investment Management
Connecticut
$11.7M +$595K +12,016 +5%
PIFP
147
Partners in Financial Planning
Virginia
$11.5M +$703K +14,201 +6%
MLA
148
MB, Levis & Associates
Pennsylvania
$11.1M -$283K -5,720 -2%
FMWA
149
Forvis Mazars Wealth Advisors
Missouri
$11.1M +$554K +11,180 +5%
SOAG
150
Silver Oak Advisory Group
Oregon
$10.9M +$1.32M +26,560 +13%

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.