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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
FMII
801
Farmers & Merchants Investments Inc
Nebraska
$93.8K +$39.9K +816 +76%
FCG
802
Financial Connections Group
California
$93K -$2.16M -44,198 -96%
MCM
803
Manchester Capital Management
Vermont
$92K
CT
804
Caldwell Trust
Florida
$91.9K
AA
805
Ancora Advisors
Ohio
$88K
Fifth Third Bancorp
806
Fifth Third Bancorp
Ohio
$69.8K
IA
807
IFS Advisors
Kansas
$63.4K +$62.7K +1,282 New
SIC
808
Salem Investment Counselors
North Carolina
$60.3K +$30.8K +631 +107%
LSA
809
Lansing Street Advisors
Pennsylvania
$59.5K +$58.8K +1,203 New
IRC
810
Investors Research Corp
Georgia
$52K
CPFP
811
Clear Perspectives Financial Planning
Ohio
$51.2K +$50.6K +1,035 New
VWM
812
Valley Wealth Managers
New Jersey
$49.3K -$246K -5,028 -83%
EWM
813
Endurance Wealth Management
Rhode Island
$48K +$47K +961 New
MBFW
814
Morton Brown Family Wealth
Pennsylvania
$46.7K -$84.5K -1,728 -65%
LWANC
815
Laurel Wealth Advisors (North Carolina)
North Carolina
$46.3K
DIP
816
DT Investment Partners
Pennsylvania
$44.5K
PFBT
817
Parkside Financial Bank & Trust
Missouri
$40.2K +$39.7K +812 New
FFC
818
First Financial Corp
Indiana
$38.4K
SIS
819
Sound Income Strategies
Florida
$38K +$37.5K +768 New
SIC
820
SJS Investment Consulting
Ohio
$36.5K
CH
821
Canton Hathaway
Rhode Island
$30K
RTL
822
Red Tortoise LLC
Georgia
$29.8K +$29.5K +603 New
LWP
823
Laurel Wealth Planning
Minnesota
$28.8K
AWM
824
Align Wealth Management
Oklahoma
$25.1K +$25.5K +521 New
MFT
825
Moisand Fitzgerald Tamayo
Florida
$24.4K

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.