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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
HIM
301
Hanlon Investment Management
New Jersey
$2.8M +$33.7K +690 +1%
HPWM
302
High Pines Wealth Management
Massachusetts
$2.78M +$268K +5,478 +11%
LCM
303
Liberty Capital Management
Michigan
$2.78M -$446K -9,118 -14%
BFA
304
Beaumont Financial Advisors
Massachusetts
$2.78M -$9.11M -186,376 -77%
CCM
305
Crabel Capital Management
California
$2.73M +$2.7M +55,174 New
SDWMA
306
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.71M +$2.68M +54,746 New
DAS
307
Dynamic Advisor Solutions
Arizona
$2.7M +$490K +10,013 +22%
CM
308
Columbus Macro
Pennsylvania
$2.69M +$1.01M +20,651 +61%
SC
309
Steph & Co
Wisconsin
$2.65M -$661K -13,527 -20%
SCG
310
Sonata Capital Group
Washington
$2.63M +$730K +14,930 +39%
AA
311
Atmos Advisory
Pennsylvania
$2.62M -$15.6M -319,258 -86%
GEA
312
Glen Eagle Advisors
New Jersey
$2.61M -$65.7K -1,344 -2%
SIA
313
Soltis Investment Advisors
Utah
$2.61M +$1.51M +30,942 +143%
ASN
314
Advisory Services Network
Georgia
$2.59M +$932K +19,072 +57%
CFS
315
Cannon Financial Strategists
Georgia
$2.58M -$1.34M -27,418 -34%
VNA
316
Valley National Advisers
Pennsylvania
$2.57M +$1.74M +35,559 +229%
BCWM
317
Bartlett & Co Wealth Management
Ohio
$2.57M -$91.7K -1,875 -3%
BC
318
Bartlett & Co
Ohio
$2.57M -$91.7K -1,875 -3%
TWP
319
TFO Wealth Partners
Ohio
$2.57M +$3.02M +61,782 +1,518%
RFO
320
RiverGlades Family Offices
Florida
$2.51M +$2.48M +50,765 New
BFA
321
Brown Financial Advisory
Alabama
$2.51M -$6.27M -128,242 -72%
HDIM
322
Hanson & Doremus Investment Management
Vermont
$2.51M +$48.9K +1,000 +2%
CHA
323
Cooper/Haims Advisors
New York
$2.51M +$1.49M +30,420 +150%
SWM
324
Spire Wealth Management
Virginia
$2.5M -$95.1K -1,946 -4%
HW
325
Hancock Whitney
Mississippi
$2.5M +$2.47M +50,491 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.