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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
AWP
626
Ascent Wealth Partners
New York
$485K -$4.16K -85 -0.9%
SWP
627
Stratos Wealth Partners
Ohio
$483K +$241K +4,933 +102%
Fisher Asset Management
628
Fisher Asset Management
Washington
$483K -$172K -3,523 -27%
BWFA
629
Baltimore-Washington Financial Advisors
Maryland
$482K -$794K -16,235 -63%
HFAS
630
Hummer Financial Advisory Services
Illinois
$475K
SP
631
Successful Portfolios
Florida
$474K +$161K +3,300 +53%
JJBC
632
James J. Burns & Company
New York
$473K +$3.86K +79 +0.8%
MWP
633
Madison Wealth Partners
Wisconsin
$472K -$7.63K -156 -2%
PTC
634
Private Trust Company
Ohio
$471K +$292K +5,970 +169%
Fiera Capital (Canada)
635
Fiera Capital (Canada)
Quebec, Canada
$470K
ME
636
McIlrath & Eck
Washington
$469K -$67.1K -1,372 -13%
FCBT
637
First Citizens Bank & Trust
North Carolina
$467K -$1.72M -35,284 -79%
FP
638
Financial Perspectives
Minnesota
$464K +$418K +8,560 +1,040%
BBW
639
Blue Barn Wealth
Utah
$464K -$466K -9,529 -50%
PW
640
Peninsula Wealth
California
$461K +$1.37K +28 +0.3%
V
641
Veritable
Delaware
$460K -$11.4M -233,188 -96%
NL
642
NVWM LLC
Pennsylvania
$458K +$276K +5,638 +156%
EFG
643
Erickson Financial Group
Pennsylvania
$457K -$46.8K -957 -9%
WWM
644
Wolff Wiese Magana
California
$453K +$241K +4,926 +117%
MCM
645
Mattern Capital Management
Colorado
$449K +$83.2K +1,702 +23%
FPAS
646
Focus Partners Advisor Solutions
Missouri
$449K -$1.51M -30,788 -77%
PWLP
647
Prio Wealth Limited Partnership
Massachusetts
$448K
CFGSD
648
Compass Financial Group (South Dakota)
South Dakota
$445K +$439K +8,983 New
APIM
649
Agate Pass Investment Management
Washington
$444K -$347K -7,098 -44%
MAP
650
Milestone Advisory Partners
North Carolina
$443K -$76.7K -1,569 -15%

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.