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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
FAFN
726
First Affirmative Financial Network
Colorado
$289K +$4.45K +91 +2%
RFG
727
RFP Financial Group
Georgia
$289K +$285K +5,835 New
Bank of Montreal
728
Bank of Montreal
Ontario, Canada
$288K -$58.6K -1,199 -17%
CF
729
Centaurus Financial
California
$288K -$115K -2,358 -29%
KFI
730
Key Financial Inc
Pennsylvania
$287K
KWM
731
Kingsview Wealth Management
Oregon
$286K -$146K -2,977 -34%
MWM
732
Mission Wealth Management
California
$286K -$139K -2,834 -33%
CTA
733
Chesley Taft & Associates
Illinois
$285K +$281K +5,754 New
CBOR
734
Community Bank of Raymore
Missouri
$285K
HTC
735
Haverford Trust Company
Pennsylvania
$285K +$61.6K +1,260 +28%
MWM
736
Meridian Wealth Management
Kentucky
$282K +$55.4K +1,134 +25%
KA
737
Kooman & Associates
Pennsylvania
$281K +$277K +5,669 New
DWP
738
Destiny Wealth Partners
Florida
$280K -$42.3K -866 -13%
BAMG
739
Brand Asset Management Group
Missouri
$280K +$276K +5,651 New
DWM
740
Drive Wealth Management
Utah
$279K -$6.4K -131 -2%
ZF
741
Zhang Financial
Michigan
$277K +$30.9K +632 +13%
HAIM
742
Hunter Associates Investment Management
Pennsylvania
$276K +$272K +5,560 New
CMBA
743
C.M. Bidwell & Associates
Hawaii
$276K +$31.1K +637 +13%
SAM
744
Summit Asset Management
Tennessee
$275K
SAM
745
Sawgrass Asset Management
Florida
$272K +$269K +5,505 New
PIMG
746
Patriot Investment Management Group
Tennessee
$269K +$48.9K +1,000 +23%
BAG
747
Bridgewealth Advisory Group
California
$263K +$260K +5,315 New
HKIM
748
Hayek Kallen Investment Management
Alabama
$262K -$240K -4,900 -48%
AA
749
AlphaQ Advisors
Florida
$262K +$259K +5,292 New
TIM
750
Total Investment Management
Arizona
$259K +$256K +5,229 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.