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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
ACP
201
Aveo Capital Partners
Colorado
$5.94M -$740K -14,722 -11%
VA
202
Valmark Advisers
Ohio
$5.93M -$111K -2,200 -2%
DP
203
Divergent Planning
Maryland
$5.91M +$311K +6,195 +6%
BSW
204
Buckingham Strategic Wealth
Missouri
$5.87M -$1.14M -22,672 -16%
TCM
205
TD Capital Management
Tennessee
$5.85M +$1.54M +30,638 +36%
SAM
206
SP Asset Management
California
$5.81M -$218K -4,339 -4%
FWM
207
Fairhaven Wealth Management
Illinois
$5.78M +$5.79M +115,151 New
RA
208
RFG Advisory
Alabama
$5.78M -$201K -3,997 -3%
SWM
209
Spire Wealth Management
Virginia
$5.71M -$130K -2,580 -2%
SWRP
210
Summit Wealth & Retirement Planning
California
$5.67M -$787K -15,662 -12%
FCC
211
Flower City Capital
New York
$5.64M -$1.37M -27,341 -20%
PCA
212
Prosperity Capital Advisors
Ohio
$5.63M -$1.15M -22,795 -17%
SIA
213
Soltis Investment Advisors
Utah
$5.61M -$20.6K -409 -0.4%
JSA
214
Jacobson & Schmitt Advisors
Wisconsin
$5.44M +$152K +3,033 +3%
KLI
215
Kelman-Lazarov Inc
Tennessee
$5.43M +$29.9K +596 +0.6%
RW
216
Rede Wealth
Virginia
$5.32M -$3.82K -76 -0.1%
Luther King Capital Management (LKCM)
217
Luther King Capital Management (LKCM)
Texas
$5.27M
ML
218
McAdam LLC
Pennsylvania
$5.26M -$343K -6,820 -6%
PSCM
219
Per Stirling Capital Management
Texas
$5.24M +$27.3K +544 +0.5%
PA
220
PFG Advisors
Arizona
$5.18M -$255K -5,080 -5%
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
$5.16M -$151K -3,005 -3%
DL
222
DOHJ LLC
Washington
$5.14M -$26.6K -529 -0.5%
B
223
Bridgeworth
Alabama
$5.13M -$2.97M -59,128 -37%
WG
224
Watchman Group
Texas
$5.07M +$5.07M +100,936 New
BWG
225
Beta Wealth Group
California
$5.04M -$876K -17,439 -15%

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.