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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
AI
176
Atria Investments
North Carolina
$7.54M -$556K -11,065 -7%
RMC
177
Regis Management Company
California
$7.51M
CFD
178
Creative Financial Designs
Indiana
$7.48M +$1.57M +31,183 +26%
ERIC
179
Eagle Rock Investment Company
Georgia
$7.37M -$131K -2,600 -2%
Kovitz Investment Group Partners
180
Kovitz Investment Group Partners
Illinois
$7.17M -$2.84M -56,425 -28%
BCM
181
Blume Capital Management
California
$7.11M +$3.45M +68,700 +94%
Brown Advisory
182
Brown Advisory
Maryland
$7.04M -$7.89K -157 -0.1%
CFO
183
Colony Family Offices
North Carolina
$7M -$533K -10,606 -7%
PP
184
PDS Planning
Ohio
$6.97M -$34.5K -687 -0.5%
VBFG
185
Vishria Bird Financial Group
Tennessee
$6.89M -$53.6K -1,067 -0.8%
SQA
186
Simon Quick Advisors
New Jersey
$6.78M -$246K -4,887 -3%
AIM
187
AMI Investment Management
Indiana
$6.74M +$245K +4,876 +4%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$6.72M -$77.1K -1,534 -1%
ST
189
Smithfield Trust
Pennsylvania
$6.71M +$1.21M +24,033 +22%
GWS
190
Glassman Wealth Services
Virginia
$6.69M -$87.6K -1,744 -1%
KMWM
191
Keudell/Morrison Wealth Management
Oregon
$6.58M -$513K -10,210 -7%
CA
192
CGN Advisors
Kansas
$6.47M +$192K +3,819 +3%
FG
193
Foster Group
Iowa
$6.39M +$2.26K +45 +0%
SC
194
Schiavi & Co
Delaware
$6.34M -$52.5K -1,045 -0.8%
2L
195
25 LLC
Missouri
$6.27M +$329K +6,548 +6%
SFO
196
Stokes Family Office
Louisiana
$6.21M -$396K -7,884 -6%
TCBWMS
197
Texas Capital Bank Wealth Management Services
Texas
$6.16M +$3.52M +70,016 +133%
SIM
198
Studio Investment Management
Illinois
$6.15M -$68.1K -1,355 -1%
Deutsche Bank
199
Deutsche Bank
Germany
$6.1M +$944K +18,788 +18%
AFG
200
ABLE Financial Group
Arizona
$6M +$2.18M +43,376 +57%

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.