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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
ML
401
Mayport LLC
Massachusetts
$1.5M -$105K -2,150 -7%
MW
402
Marcum Wealth
Ohio
$1.5M +$275K +5,635 +23%
SI
403
Stephens Inc
Arkansas
$1.5M -$1.51M -30,970 -50%
SIG
404
Sargent Investment Group
Maryland
$1.49M +$1.16M +23,700 +367%
FNC
405
First National Corp
Massachusetts
$1.49M +$1.47M +30,096 New
EH
406
Equitable Holdings
New York
$1.49M +$824K +16,859 +128%
CCA
407
Checchi Capital Advisers
California
$1.48M +$1.46M +29,817 New
PCWA
408
Pacific Capital Wealth Advisors
California
$1.46M -$802K -16,412 -36%
FHC
409
First Heartland Consultants
Missouri
$1.46M +$1.18M +24,162 +460%
THWM
410
Taylor Hoffman Wealth Management
Virginia
$1.45M -$643K -13,153 -31%
RWI
411
Red Wave Investments
Pennsylvania
$1.44M -$1.1M -22,568 -44%
PFA
412
Petra Financial Advisors
Colorado
$1.44M +$1.42M +29,122 New
CW
413
CreativeOne Wealth
Kansas
$1.44M +$122K +2,505 +9%
PP
414
Patron Partners
Texas
$1.43M -$36.7K -750 -3%
CWM
415
Centurion Wealth Management
Virginia
$1.42M +$1.4M +28,729 New
GAG
416
Goodman Advisory Group
Massachusetts
$1.41M +$1.39M +28,451 New
CCG
417
Chatham Capital Group
Georgia
$1.4M -$643K -13,150 -32%
VC
418
Veery Capital
Delaware
$1.4M +$2K +41 +0.1%
BFG
419
Bouchey Financial Group
New York
$1.4M
BDF
420
Black Diamond Financial
Maryland
$1.37M
ML
421
McAdam LLC
Pennsylvania
$1.36M -$4.13M -84,402 -77%
MWP
422
Meridian Wealth Partners
Pennsylvania
$1.35M +$3.03K +62 +0.2%
WIC
423
Whitegate Investment Counselors
New Hampshire
$1.35M -$672K -13,745 -34%
SOS
424
Silver Oak Securities
Tennessee
$1.35M +$1.33M +27,225 New
AF
425
Advisornet Financial
Minnesota
$1.35M +$73.1K +1,496 +6%

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.