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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
EWA
526
Exencial Wealth Advisors
Oklahoma
$795K +$785K +16,054 New
MRWM
527
ML&R Wealth Management
Texas
$784K +$193K +3,943 +33%
KAM
528
Kraft Asset Management
Tennessee
$784K
TW
529
Towerpoint Wealth
California
$784K +$774K +15,832 New
FTS
530
Fifth Third Securities
Ohio
$782K -$8.85K -181 -1%
AW
531
Alaethes Wealth
Nevada
$778K -$421K -8,610 -35%
LC
532
Landaas & Company
Wisconsin
$777K +$525K +10,741 +217%
FMC
533
First Merchants Corp
Indiana
$777K +$352K +7,200 +85%
BF
534
BOK Financial
Oklahoma
$776K -$2.44M -49,859 -76%
VAM
535
Verity Asset Management
North Carolina
$776K -$103K -2,107 -12%
ACS
536
Archford Capital Strategies
Illinois
$776K +$766K +15,672 New
DADC
537
D.A. Davidson & Co
Montana
$772K -$101K -2,070 -12%
BWA
538
BDO Wealth Advisors
Florida
$772K -$743K -15,200 -49%
CAM
539
Clark Asset Management
New Hampshire
$770K +$760K +15,551 New
BRWA
540
B. Riley Wealth Advisors
Florida
$769K -$38.2K -782 -5%
G
541
GenTrust
Florida
$769K +$518K +10,588 +214%
MCA
542
MSH Capital Advisors
Arizona
$764K +$294K +6,016 +64%
SFA
543
Souders Financial Advisors
Ohio
$764K -$27.7K -566 -4%
Betterment LLC
544
Betterment LLC
New York
$762K -$688K -14,067 -48%
PGA
545
Portland Global Advisors
Maine
$756K -$173K -3,545 -19%
AR
546
Apeiron RIA
Texas
$750K +$217K +4,433 +41%
HNWAG
547
High Net Worth Advisory Group
Florida
$750K -$243K -4,964 -25%
BDFN
548
Bond & Devick Financial Network
Minnesota
$736K +$357K +7,304 +96%
MA
549
MCF Advisors
Kentucky
$733K -$587K -12,003 -45%
AAG
550
Armstrong Advisory Group
Massachusetts
$733K +$724K +14,805 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.