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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
PFM
276
Phillips Financial Management
Indiana
$3.38M -$44.5K -911 -1%
MAM
277
Meeder Asset Management
Ohio
$3.35M -$3.88M -79,348 -54%
PRWA
278
Platte River Wealth Advisors
Colorado
$3.33M -$196K -4,004 -6%
TFG
279
Tilson Financial Group
New Jersey
$3.29M +$3.25M +66,463 New
BA
280
Bristlecone Advisors
Washington
$3.23M +$758K +15,512 +31%
AFP
281
Alpha Financial Partners
Kentucky
$3.22M +$3.18M +65,146 New
WEG
282
World Equity Group
Illinois
$3.21M +$106K +2,176 +3%
PJSIMP
283
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.2M -$61.9K -1,266 -2%
OFP
284
OLIO Financial Planning
Virginia
$3.18M +$170K +3,475 +6%
PWMG
285
Prestige Wealth Management Group
New Jersey
$3.16M +$1.46M +29,946 +88%
CAG
286
Compass Advisory Group
New York
$3.16M +$9.58K +196 +0.3%
SIM
287
Studio Investment Management
Illinois
$3.16M +$1.6M +32,670 +105%
CSPIA
288
Cary Street Partners Investment Advisory
Virginia
$3.13M +$1.76M +36,095 +133%
PAS
289
Park Avenue Securities
New York
$3.13M +$538K +10,995 +21%
HPA
290
High Probability Advisors
New York
$3.12M +$321K +6,558 +12%
WPWM
291
Windward Private Wealth Management
Kansas
$3.08M -$140K -2,855 -4%
BMCM
292
Bryn Mawr Capital Management
Pennsylvania
$3.08M +$3.04M +62,150 New
MA
293
Mutual Advisors
Nebraska
$3.05M -$117K -2,393 -4%
APP
294
Avantax Planning Partners
Iowa
$3.03M +$1.54M +31,538 +106%
EPA
295
Element Pointe Advisors
Florida
$2.96M +$1.72M +35,100 +142%
RWP
296
Revolve Wealth Partners
New Jersey
$2.93M -$330K -6,744 -10%
FWI
297
Facet Wealth Inc
Maryland
$2.86M -$153K -3,131 -5%
VT
298
Vise Technologies
New York
$2.82M +$883K +18,065 +46%
JWCA
299
J.W. Cole Advisors
Florida
$2.81M +$65.8K +1,346 +2%
AHC
300
Anderson Hoagland & Co
Missouri
$2.8M +$2.7M +55,159 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.