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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
TWM
701
Thrive Wealth Management
Pennsylvania
$316K +$312K +6,385 New
EIP
702
Ellis Investment Partners
Pennsylvania
$316K +$248K +5,073 +388%
CA
703
Calton & Associates
Florida
$315K +$311K +6,362 New
MA
704
Montag & Associates
Georgia
$313K +$6.7K +137 +2%
YIA
705
YHB Investment Advisors
Connecticut
$312K -$272K -5,555 -47%
BAM
706
Baldrige Asset Management
Pennsylvania
$312K -$557K -11,398 -64%
MWP
707
Meredith Wealth Planning
Illinois
$311K +$307K +6,276 New
PA
708
Procyon Advisors
Connecticut
$310K -$1.7M -34,749 -85%
CFO
709
Collective Family Office
Pennsylvania
$309K -$8.02K -164 -3%
CT
710
Colonial Trust
South Carolina
$308K +$15.2K +311 +5%
Comerica Bank
711
Comerica Bank
Texas
$306K +$27.1K +554 +10%
SF
712
Synovus Financial
Georgia
$301K -$49.9K -1,021 -14%
USCWA
713
U.S. Capital Wealth Advisors
Texas
$301K -$73.3K -1,500 -20%
DI
714
Disciplined Investments
Oklahoma
$300K -$744K -15,212 -72%
SMC
715
Smith, Moore & Co
Missouri
$300K
FPCG
716
Forum Private Client Group
Indiana
$299K +$55.2K +1,130 +23%
CFG
717
Citizens Financial Group
Rhode Island
$298K -$479K -9,804 -62%
SB
718
Simmons Bank
Arkansas
$296K +$293K +5,990 New
WHCI
719
W.H. Cornerstone Investments
Massachusetts
$295K -$614K -12,567 -68%
VBFP
720
Valtinson Bruner Financial Planning
Minnesota
$294K +$283K +5,790 New
BBWP
721
Beacon Bridge Wealth Partners
Pennsylvania
$293K +$289K +5,920 New
CAM
722
Cresset Asset Management
Illinois
$292K -$348K -7,108 -55%
CWM
723
Curi Wealth Management
North Carolina
$291K -$57.4K -1,175 -17%
WCA
724
Waypoint Capital Advisors
Minnesota
$290K -$34.5K -705 -11%
IC
725
IEQ Capital
California
$289K -$36.7K -750 -11%

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.