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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
PA
426
Pinnacle Associates
New York
$1.34M +$66.1K +1,353 +5%
EWA
427
ERTS Wealth Advisors
Michigan
$1.32M +$435K +8,898 +50%
PWMAG
428
Pinnacle Wealth Management Advisory Group
New Jersey
$1.32M +$120K +2,453 +10%
SSW
429
Stone Summit Wealth
Florida
$1.31M +$553K +11,321 +75%
CFA
430
Cahill Financial Advisors
Minnesota
$1.29M +$461K +9,421 +57%
FSG
431
Financial Strategies Group
Michigan
$1.28M +$324K +6,623 +34%
VCA
432
Verdence Capital Advisors
Maryland
$1.28M -$109K -2,237 -8%
CIP
433
Capital Insight Partners
Arizona
$1.28M +$179K +3,660 +17%
OL
434
Optas LLC
Texas
$1.28M +$157K +3,202 +14%
HI
435
Hendershot Investments
Virginia
$1.27M -$789K -16,133 -39%
CAG
436
Csenge Advisory Group
Florida
$1.27M +$55.6K +1,138 +5%
BCM
437
BTC Capital Management
Iowa
$1.26M +$1.24M +25,362 New
GJIA
438
Glass Jacobson Investment Advisors
Maryland
$1.25M +$1.24M +25,289 New
VFPI
439
Vantage Financial Partners (Illinois)
Illinois
$1.25M +$1.23M +25,200 New
NFG
440
Northeast Financial Group
Pennsylvania
$1.24M +$1.23M +25,071 New
RIM
441
Rockbridge Investment Management
New York
$1.24M +$876K +17,918 +254%
EC
442
Estate Counselors
Wisconsin
$1.23M -$5.21M -106,570 -81%
WIA
443
World Investment Advisors
California
$1.22M -$191K -3,899 -14%
GLLW
444
Graves Light Lenhart Wealth
Virginia
$1.21M -$4.56M -93,335 -79%
WLIM
445
White Lighthouse Investment Management
Massachusetts
$1.2M +$346K +7,083 +41%
EWM
446
EPG Wealth Management
Georgia
$1.17M +$156K +3,196 +16%
AIM
447
Arcadia Investment Management
Michigan
$1.16M
WFM
448
Wolff Financial Management
Michigan
$1.15M +$6.01K +123 +0.5%
SRC
449
Sage Rhino Capital
California
$1.15M +$1.14M +23,295 New
PP
450
Prosperity Planning
Missouri
$1.14M

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.