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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
BV
476
Boxwood Ventures
Illinois
$1.01M +$996K +20,380 New
CAWM
477
Capital Advisors Wealth Management
Washington
$1.01M -$18.5K -379 -2%
AWAG
478
ARS Wealth Advisors Group
Florida
$1M
SB
479
Strategic Blueprint
Georgia
$999K +$987K +20,192 New
OCM
480
One Capital Management
California
$999K +$987K +20,187 New
AP
481
Americana Partners
Texas
$998K
GIA
482
Goodwin Investment Advisory
Georgia
$998K -$1.94M -39,682 -66%
SL
483
Sentinus LLC
Illinois
$994K -$136K -2,784 -12%
BWM
484
Baystate Wealth Management
Massachusetts
$990K +$12.7K +260 +1%
BB
485
Bell Bank
North Dakota
$988K -$302K -6,176 -24%
RF
486
Resolute Financial
Massachusetts
$979K -$237K -4,846 -20%
PCS
487
Personal CFO Solutions
New Jersey
$967K -$235K -4,813 -20%
TPCW
488
TD Private Client Wealth
New York
$963K +$226K +4,622 +31%
JGIA
489
Jackson Grant Investment Advisers
Connecticut
$953K -$351K -7,180 -27%
RWA
490
Ropes Wealth Advisors
Massachusetts
$939K
BCA
491
Bray Capital Advisors
Florida
$939K +$82.1K +1,679 +10%
FA
492
Fiducient Advisors
Illinois
$939K +$927K +18,968 New
FAT
493
First American Trust
California
$933K +$101K +2,057 +12%
CWAF
494
Core Wealth Advisors (Florida)
Florida
$923K +$74.2K +1,518 +9%
AWAP
495
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$916K +$904K +18,500 New
CFGS
496
Concourse Financial Group Securities
Alabama
$904K +$120K +2,447 +15%
SFG
497
Sterling Financial Group
California
$901K +$890K +18,200 New
HI
498
Human Investing
Oregon
$893K -$4.62M -94,449 -84%
BAM
499
Belpointe Asset Management
Nevada
$892K +$341K +6,970 +63%
NCM
500
Northwest Capital Management
Oregon
$889K +$879K +17,971 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.