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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
WS
676
Wedbush Securities
California
$392K -$93.4K -1,910 -19%
CPW
677
Catalyst Private Wealth
California
$391K +$386K +7,899 New
TI
678
Tidal Investments
Wisconsin
$390K
HSWM
679
Hubbell Strickland Wealth Management
Louisiana
$383K -$706K -14,441 -65%
TC
680
TownSquare Capital
Utah
$382K +$377K +7,718 New
CS
681
Comerica Securities
Michigan
$381K +$142K +2,896 +60%
MC
682
Moors & Cabot
Massachusetts
$371K
LAM
683
Lakewood Asset Management
Illinois
$369K +$365K +7,458 New
LBC
684
Lowe Brockenbrough & Co
Virginia
$364K -$2.63M -53,700 -88%
PMG
685
ProVise Management Group
Florida
$360K -$385K -7,877 -52%
AC
686
ASB Consultores
Florida
$357K -$22.2K -454 -6%
FIBT
687
First International Bank & Trust
North Dakota
$357K
SFG
688
Synergy Financial Group
California
$353K +$15.5K +318 +5%
AGC
689
Aspen Grove Capital
Colorado
$351K +$346K +7,084 New
FWA
690
Freedom Wealth Alliance
Wisconsin
$350K +$346K +7,078 New
BWM
691
Baron Wealth Management
Michigan
$339K +$334K +6,841 New
HWM
692
Horizons Wealth Management
North Carolina
$337K
OFG
693
Oxford Financial Group
Indiana
$337K +$333K +6,805 New
VP
694
Verum Partners
North Carolina
$334K +$330K +6,743 New
AFP
695
Ausdal Financial Partners
Iowa
$332K -$15.4K -315 -4%
AG
696
Ascent Group
Virginia
$329K +$1.12K +23 +0.3%
DC
697
Destiny Capital
Colorado
$323K +$312K +6,381 New
AC
698
Avestar Capital
New York
$322K +$318K +6,504 New
WMA
699
Wealth Management Associates
New Jersey
$321K -$9.78K -200 -3%
WAAG
700
Wealth Alliance Advisory Group
Kansas
$320K +$316K +6,464 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.