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
GWP
576
Gateway Wealth Partners
Wisconsin
$642K +$635K +12,982 New
FAIM
577
Financial Advocates Investment Management
Washington
$640K -$250K -5,108 -28%
TWM
578
TriaGen Wealth Management
California
$638K +$70.9K +1,450 +13%
GWMIA
579
Global Wealth Management Investment Advisory
Florida
$637K +$37.6K +769 +6%
CLG
580
Cooperman Leon G
$637K +$629K +12,876 New
FPIS
581
Financial Planning & Information Services
Wisconsin
$635K +$298K +6,088 +90%
Lido Advisors
582
Lido Advisors
California
$635K -$768K -15,717 -55%
SIC
583
Sigma Investment Counselors
Michigan
$627K -$120K -2,460 -16%
FFN
584
Focus Financial Network
Minnesota
$612K -$169K -3,467 -22%
LSIA
585
LaSalle St. Investment Advisors
Illinois
$610K +$603K +12,326 New
WT
586
Washington Trust
Rhode Island
$610K
LFG
587
Lockerman Financial Group
California
$609K +$16.1K +330 +3%
LPAM
588
Lodestar Private Asset Management
California
$608K +$600K +12,282 New
HR
589
Howe & Rusling
New York
$596K -$194K -3,961 -25%
KTA
590
Keeley-Teton Advisors
Illinois
$590K
PC
591
Prairiewood Capital
North Dakota
$590K +$583K +11,916 New
HI
592
Hudock Inc
Pennsylvania
$587K +$255K +5,216 +78%
AA
593
Addison Advisors
Vermont
$587K -$628K -12,852 -52%
CT
594
Coastline Trust
Rhode Island
$580K -$3.5M -71,642 -86%
WAOI
595
Wealth Advisors of Iowa
Iowa
$576K +$569K +11,635 New
CFP
596
Catalyst Financial Partners
Massachusetts
$574K +$567K +11,600 New
AWM
597
Atticus Wealth Management
Florida
$571K +$50.1K +1,025 +10%
JIR
598
James Investment Research
Ohio
$566K +$294K +6,020 +111%
CFMC
599
Curbstone Financial Management Corp
New Hampshire
$564K -$44K -900 -7%
BC
600
Burney Company
Virginia
$564K +$17.8K +365 +3%

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.