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Vanguard Tax-Exempt Bond Index Fund

856 hedge funds and large institutions have $18.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 204 funds opening new positions, 330 increasing their positions, 264 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 204 | Existing positions closed: 89

47% more capital invested

Capital invested by funds: $12.6B → $18.4B (+$5.85B)

25% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 264

13% more funds holding

Funds holding: 757856 (+99)

10% more funds holding in top 10

Funds holding in top 10: 7785 (+8)

0.67% more ownership

Funds ownership: 74.22%74.88% (+0.67%)

79% less call options, than puts

Call options by funds: $91K | Put options by funds: $436K

Holders
856
Holders Change
+99
Holders Change %
+13.08%
% of All Funds
13.76%
Holding in Top 10
85
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+10.39%
% of All Funds
1.37%
New
204
Increased
330
Reduced
264
Closed
89
Calls
$91K
Puts
$436K
Net Calls
-$345K
Net Calls Change
-$392K
Name Holding Trade Value Shares
Change
Change in
Stake
FC
251
Fiduciary Counselling
Minnesota
$3.8M -$6.07M -124,234 -62%
DB
252
Dravo Bay
Delaware
$3.79M +$1.51M +30,937 +68%
GVAG
253
Great Valley Advisor Group
Delaware
$3.76M -$291K -5,960 -7%
BF
254
Blankinship & Foster
California
$3.75M +$2.31M +47,333 +167%
ACG
255
Allen Capital Group
Nebraska
$3.71M +$3.99M +81,651 +605%
AWA
256
Archvest Wealth Advisors
California
$3.71M +$4.35M +88,991 +1,447%
HWMG
257
Hurlow Wealth Management Group
Indiana
$3.71M +$1.21M +24,652 +49%
CA
258
CoreCap Advisors
Michigan
$3.69M +$2.46M +50,243 +207%
EWM
259
Executive Wealth Management
Michigan
$3.66M +$3.46M +70,827 +2,316%
PCA
260
Prosperity Capital Advisors
Ohio
$3.64M +$3.59M +73,526 New
CISOA
261
Capital Investment Services of America
Wisconsin
$3.64M -$1.03M -21,000 -22%
LA
262
LVW Advisors
New York
$3.62M -$185K -3,778 -5%
JWM
263
Janiczek Wealth Management
Colorado
$3.61M -$2.43M -49,743 -41%
BCM
264
Blume Capital Management
California
$3.58M +$2.19M +44,725 +162%
EA
265
Eclectic Associates
California
$3.58M +$3.53M +72,239 New
CCB
266
Country Club Bank
Missouri
$3.57M +$1.25M +25,636 +55%
BWM
267
Benchmark Wealth Management
Connecticut
$3.54M +$1.8M +36,800 +106%
LNWTC
268
Laird Norton Wetherby Trust Company
Washington
$3.47M +$1.06M +21,650 +45%
GGS
269
Galvin Gaustad & Stein
Arizona
$3.46M -$599K -12,250 -15%
FA
270
FDx Advisors
Illinois
$3.46M -$158K -3,226 -4%
BB
271
Busey Bank
Illinois
$3.46M -$564K -11,530 -14%
MWA
272
Mills Wealth Advisors
Texas
$3.45M +$3.41M +69,782 New
MWA
273
Motive Wealth Advisors
Michigan
$3.42M -$1.22M -24,956 -27%
AWM
274
AE Wealth Management
Kansas
$3.41M +$641K +13,102 +23%
BCM
275
BlueCrest Capital Management
Jersey
$3.39M +$3.34M +68,409 New

VTEB Hedge Fund Activity: Q4 2022 in Review

856 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q4 2022, worth a combined $18.4B — up 47% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 204 funds opened new VTEB positions and 89 closed out — a net gain of 115 holders — while 330 added to existing stakes and 264 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.54B. The largest seller was Wealthfront Advisers, cutting an estimated $364M.

  • 856 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q4 2022, up from 757 in Q3 2022.
  • Funds reported $18.4B of Vanguard Tax-Exempt Bond Index Fund stock for Q4 2022, up 47% quarter-over-quarter.
  • 204 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q4 2022 and 89 closed out, a net change of +115 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q4 2022 was JP Morgan Chase, an estimated $2.54B added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q4 2022 was Wealthfront Advisers, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.