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
PFO
501
Pathstone Family Office
New Jersey
$885K -$164K -3,348 -16%
HIGP
502
Hill Investment Group Partners
Missouri
$884K -$174K -3,549 -17%
AIP
503
Ameritas Investment Partners
Nebraska
$883K +$332K +6,793 +62%
RVPG
504
Relative Value Partners Group
$878K -$1.48M -30,211 -63%
FPF
505
First Pacific Financial
Washington
$872K +$600K +12,280 +230%
CDIA
506
Capital Directions Investment Advisors
Georgia
$866K +$856K +17,504 New
RW
507
Reframe Wealth
Virginia
$866K +$856K +17,504 New
HCM
508
Hollencrest Capital Management
California
$862K +$852K +17,425 New
LA
509
Lane & Associates
New Jersey
$862K +$851K +17,417 New
MWA
510
Moser Wealth Advisors
Washington
$861K -$29.3K -600 -3%
MFG
511
MidWestOne Financial Group
Iowa
$861K +$850K +17,388 New
AF
512
Affiance Financial
Minnesota
$859K +$257K +5,263 +44%
NSIM
513
North Star Investment Management
Illinois
$856K +$40.1K +821 +5%
SWA
514
Sax Wealth Advisors
New Jersey
$847K +$6.11K +125 +0.7%
EWA
515
Encompass Wealth Advisors
Oregon
$842K +$387K +7,920 +87%
UW
516
Unique Wealth
Florida
$839K +$829K +16,962 New
AAS
517
Avantax Advisory Services
Texas
$837K -$567K -11,597 -41%
SEP
518
Southland Equity Partners
Missouri
$832K
PG
519
Proffitt & Goodson
Tennessee
$829K -$3.67M -75,156 -82%
CB
520
Cadence Bank
Mississippi
$820K +$810K +16,575 New
IA
521
IFG Advisory
Georgia
$814K +$156K +3,199 +24%
WT
522
Whittier Trust
California
$813K -$724K -14,807 -47%
IAG
523
Investment Advisory Group
Massachusetts
$811K -$137K -2,803 -15%
HWA
524
HHM Wealth Advisors
Tennessee
$799K +$789K +16,148 New
FHA
525
Flagship Harbor Advisors
Massachusetts
$799K -$415K -8,491 -34%

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.