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
AA
551
Advisory Alpha
Michigan
$731K +$156K +3,194 +28%
MCM
552
McMillion Capital Management
North Carolina
$729K
VCP
553
Vista Capital Partners
Oregon
$724K +$715K +14,632 New
AFGAS
554
Allegiance Financial Group Advisory Services
Virginia
$717K +$708K +14,489 New
MIM
555
Moseley Investment Management
Florida
$716K +$47.7K +975 +7%
FA
556
FC Advisory
Pennsylvania
$709K -$204K -4,180 -23%
CPO
557
Cerity Partners OCIO
New York
$699K -$1.57M -32,135 -69%
PSCM
558
Per Stirling Capital Management
Texas
$699K +$690K +14,114 New
MWA
559
Martel Wealth Advisors
Washington
$696K -$1.49M -30,447 -68%
GRP
560
Global Retirement Partners
California
$695K +$149K +3,050 +28%
AIM
561
Axiom Investment Management
New York
$694K +$686K +14,026 New
GWCM
562
Godshalk Welsh Capital Management
Pennsylvania
$694K -$617K -12,627 -47%
HIF
563
Hill Island Financial
Michigan
$693K -$2K -41 -0.3%
FFL
564
Financial Freedom LLC
Ohio
$687K +$679K +13,891 New
1CP
565
1607 Capital Partners
Virginia
$678K -$2.22M -45,400 -77%
CBT
566
Central Bank & Trust
Kentucky
$673K +$665K +13,595 New
AAP
567
Arax Advisory Partners
Colorado
$664K +$293 +6 +0%
MFA
568
Mayflower Financial Advisors
Massachusetts
$664K -$1.67M -34,237 -72%
AF
569
Apexium Financial
Texas
$663K +$655K +13,393 New
HIMC
570
Heritage Investors Management Corp
Maryland
$661K -$596K -12,190 -48%
FMP
571
Financial Management Professionals
Texas
$661K +$653K +13,362 New
MAM
572
MMA Asset Management
Pennsylvania
$656K -$391 -8 -0.1%
FNWM
573
Financial Network Wealth Management
Utah
$655K -$99.8K -2,041 -13%
CWS
574
Cypress Wealth Services
California
$653K -$6.89K -141 -1%
SFG
575
Sovereign Financial Group
Connecticut
$644K -$263K -5,375 -29%

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.