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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
Renaissance Technologies
451
Renaissance Technologies
New York
$1.14M +$1.12M +23,000 New
NC
452
NewSquare Capital
Pennsylvania
$1.14M +$3.42K +70 +0.3%
OFG
453
Orcam Financial Group
California
$1.13M -$281K -5,752 -20%
WJA
454
Willis Johnson & Associates
Texas
$1.12M +$192K +3,922 +21%
PCMC
455
Paragon Capital Management (Colorado)
Colorado
$1.11M +$487K +9,966 +80%
LNC
456
Lincoln National Corp
Pennsylvania
$1.11M -$850K -17,384 -44%
NDSI
457
Newman Dignan & Sheerar Inc
Rhode Island
$1.1M +$1.08M +22,159 New
CCFM
458
Clear Creek Financial Management
Washington
$1.09M -$299K -6,121 -22%
CB
459
Centennial Bank
Arkansas
$1.09M +$1.08M +22,043 New
MMA
460
Miracle Mile Advisors
California
$1.08M -$18.9M -386,816 -95%
ACP
461
Aviance Capital Partners
Florida
$1.08M -$89.2K -1,824 -8%
Kayne Anderson Rudnick Investment Management
462
Kayne Anderson Rudnick Investment Management
California
$1.08M +$1.07M +21,819 New
PA
463
Perennial Advisors
New York
$1.08M +$167K +3,412 +19%
APW
464
Acima Private Wealth
Virginia
$1.08M +$989K +20,229 +1,306%
PP
465
PrairieView Partners
Minnesota
$1.08M +$182K +3,727 +21%
AWG
466
Altus Wealth Group
Colorado
$1.07M +$1.05M +21,522 New
HI
467
Harbour Investments
Wisconsin
$1.06M -$581K -11,885 -36%
SB
468
Sunflower Bank
Texas
$1.06M -$313K -6,398 -23%
REMPR
469
Roof Eidam Maycock Peralta (REMP)
California
$1.05M +$1.04M +21,225 New
SAM
470
S.A. Mason
Michigan
$1.05M -$216K -4,420 -17%
AIP
471
Almanack Investment Partners
Pennsylvania
$1.04M +$1.03M +21,096 New
PCIG
472
Partners Capital Investment Group
Massachusetts
$1.04M +$8.51K +174 +0.8%
WFA
473
Wade Financial Advisory
California
$1.03M -$4.6K -94 -0.5%
JBA
474
Johnson Bixby & Associates
Washington
$1.02M +$124K +2,540 +14%
CT
475
Columbia Trust
Oregon
$1.01M +$999K +20,430 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.