We are live on ! Find out more
VTEB icon

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
AWM
351
Accurate Wealth Management
Florida
$2.04M +$1.99M +40,703 New
SWP
352
ShoreHaven Wealth Partners
New Jersey
$2.04M +$2.01M +41,142 New
BWM
353
Boyd Wealth Management
California
$2.03M +$2M +40,962 New
Prudential Financial
354
Prudential Financial
New Jersey
$2.02M +$415K +8,495 +26%
Natixis Advisors
355
Natixis Advisors
Massachusetts
$2.02M +$1.04M +21,241 +108%
OWA
356
Opal Wealth Advisors
New York
$1.99M +$101K +2,070 +5%
FLA
357
Financial Life Advisors
Texas
$1.99M +$1.96M +40,112 New
FCIM
358
Fairview Capital Investment Management
California
$1.98M +$760K +15,550 +63%
AAS
359
Ameritas Advisory Services
Nebraska
$1.98M -$853K -17,448 -30%
Citigroup
360
Citigroup
New York
$1.97M +$1.2M +24,546 +160%
MGIA
361
Moneta Group Investment Advisors
Missouri
$1.97M +$323K +6,605 +21%
CAAM
362
Cornerstone Advisors Asset Management
Pennsylvania
$1.96M +$1.94M +39,652 New
TCM
363
Traynor Capital Management
Pennsylvania
$1.96M -$593K -12,130 -23%
BC
364
Brio Consultants
California
$1.95M -$393K -8,035 -17%
EGA
365
Eagle Global Advisors
Texas
$1.93M -$631K -12,905 -25%
EWA
366
Evolution Wealth Advisors
Florida
$1.92M +$22.4K +458 +1%
AFS
367
Annapolis Financial Services
Maryland
$1.91M +$669K +13,675 +55%
IWS
368
Insight Wealth Strategies
California
$1.91M +$130K +2,663 +7%
DWM
369
Dopkins Wealth Management
New York
$1.89M +$1.86M +38,110 New
NGA
370
Naples Global Advisors
Florida
$1.85M +$36.5K +746 +2%
DP
371
Denver PWM
Colorado
$1.83M +$676K +13,827 +60%
AWA
372
Aletheian Wealth Advisors
Washington
$1.82M -$2.98K -61 -0.2%
TCBWMS
373
Texas Capital Bank Wealth Management Services
Texas
$1.81M -$7.28K -149 -0.4%
AFG
374
AFS Financial Group
Maryland
$1.81M +$1.79M +36,536 New
JSW
375
Journey Strategic Wealth
New Jersey
$1.8M +$1.78M +36,397 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.