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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
TCB
151
Texas Capital Bancshares
Texas
$10.4M +$1.4M +27,874 +16%
AC
152
Apella Capital
Connecticut
$10.4M +$10.4M +206,685 New
APC
153
Aspire Private Capital
North Carolina
$10.3M +$1.58M +31,393 +18%
SOAG
154
Silver Oak Advisory Group
Oregon
$10M +$153K +3,044 +2%
CWM
155
Cahaba Wealth Management
Georgia
$9.96M +$333K +6,625 +3%
FFS
156
Founders Financial Securities
Maryland
$9.82M +$991K +19,718 +11%
HI
157
Horizon Investments
North Carolina
$9.77M +$1.01M +20,053 +11%
JFA
158
JNBA Financial Advisors
Minnesota
$9.46M -$371K -7,384 -4%
XF
159
XML Financial
Maryland
$9.41M +$2.23M +44,405 +31%
GBT
160
Grove Bank & Trust
Florida
$9.22M +$21.7K +432 +0.2%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$8.9M -$3.79M -75,391 -30%
PI
162
PFS Investments
Georgia
$8.77M +$1.2M +23,889 +16%
CF
163
Corrigan Financial
Rhode Island
$8.6M +$5.68K +113 +0.1%
DWT
164
Dorsey & Whitney Trust
South Dakota
$8.54M +$317K +6,310 +4%
TC
165
Tenret Company
Florida
$8.38M +$1.19M +23,706 +17%
TC
166
TownSquare Capital
Utah
$8.32M +$8.32M +165,683 New
RJT
167
Raymond James Trust
Florida
$8.27M +$666K +13,249 +9%
AWM
168
Apollon Wealth Management
South Carolina
$8.05M +$824K +16,404 +11%
CG
169
Colony Group
Massachusetts
$7.99M -$582K -11,574 -7%
SAG
170
SageView Advisory Group
California
$7.98M +$155K +3,091 +2%
FWM
171
ForthRight Wealth Management
Georgia
$7.87M +$4.32M +86,003 +122%
FCM
172
Firestone Capital Management
Florida
$7.85M +$19.6K +391 +0.3%
DIA
173
Davidson Investment Advisors
Montana
$7.79M +$2.81M +55,998 +57%
BWM
174
Brown Wealth Management
Illinois
$7.71M +$7.71M +153,538 New
FM
175
Foster & Motley
Ohio
$7.57M +$46.9K +934 +0.6%

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.