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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
HP
51
HT Partners
Connecticut
$38.3M +$147K +3,000 +0.4%
LFS
52
Lutz Financial Services
Nebraska
$36.8M +$30.9M +632,650 +571%
Lazard Asset Management
53
Lazard Asset Management
New York
$36.1M
WFA
54
West Financial Advisors
Iowa
$35.1M +$34.7M +709,103 New
Stifel Financial
55
Stifel Financial
Missouri
$34.7M +$874K +17,868 +3%
WPW
56
Waldron Private Wealth
Pennsylvania
$34.5M
MML Investors Services
57
MML Investors Services
Massachusetts
$34.2M +$16M +328,066 +91%
IAA
58
Independent Advisor Alliance
North Carolina
$33.5M +$2.85M +58,224 +9%
SBL
59
Sargent Bickham Lagudis
Colorado
$33.4M -$272K -5,565 -0.8%
MWM
60
Modera Wealth Management
New Jersey
$31M +$14.6M +299,439 +92%
PFPT
61
Pinnacle Financial Partners (Tennessee)
Tennessee
$30.8M -$2.7M -55,199 -8%
UB
62
UMB Bank
Missouri
$30.8M +$30.4M +621,204 +82,827%
BFC
63
Bedel Financial Consulting
Indiana
$30.2M +$392K +8,013 +1%
SWA
64
Strata Wealth Advisors
Texas
$29.3M +$28.9M +591,559 New
CC
65
Callan Capital
California
$28.8M +$27.8M +568,765 +4,653%
WANY
66
Wealthspire Advisors (New York)
New York
$27.9M +$1.21M +24,655 +5%
AWE
67
Avidian Wealth Enterprises
Texas
$26.8M -$3.08M -62,965 -10%
TSW
68
Thompson Siegel & Walmsley
Virginia
$26.6M +$5.53M +113,215 +27%
Nisa Investment Advisors
69
Nisa Investment Advisors
Missouri
$26M +$25.7M +526,200 New
BWP
70
BSW Wealth Partners
Colorado
$25.9M -$22M -449,069 -46%
MA
71
Mosaic Advisors
Texas
$25M -$24.3M -497,911 -50%
SS
72
Simplicity Solutions
Minnesota
$24.8M +$8.94M +182,914 +58%
PCM
73
Passive Capital Management
Maryland
$24.6M -$9.65M -197,410 -28%
JWA
74
JFS Wealth Advisors
Pennsylvania
$23.9M -$2.67M -54,660 -10%
PO
75
Private Ocean
California
$23.6M -$6.7M -137,072 -22%

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.