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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
MCA
826
Maryland Capital Advisors
Maryland
$23.3K -$138K -2,823 -86%
BWL
827
Bogart Wealth LLC
Virginia
$22.3K +$196 +4 +0.9%
FMTCOCP
828
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
GTAM
829
Global Trust Asset Management
Florida
$19.8K
CSWM
830
Cassady Schiller Wealth Management
Ohio
$19.8K +$19.6K +400 New
HWMA
831
Heritage Wealth Management (Arizona)
Arizona
$18.6K +$10.4K +212 +130%
MIM
832
MTM Investment Management
South Carolina
$18.5K +$18.2K +373 New
PMFA
833
Plante Moran Financial Advisors
Michigan
$17.2K -$51.4K -1,052 -75%
WOSD
834
WFA of San Diego
California
$15K +$14.9K +304 New
BTI
835
Blue Trust Inc
Georgia
$15K -$35.6K -729 -71%
GFPC
836
Global Financial Private Client
Florida
$14.3K
DAM
837
Delta Asset Management
Tennessee
$12.3K +$12.1K +248 New
SSB
838
Sandy Spring Bank
Maryland
$10.4K +$2.98K +61 +41%
TWA
839
TCI Wealth Advisors
Arizona
$8.86K +$98 +2 +1%
OA
840
Operose Advisors
Wisconsin
$8.5K +$98 +2 +1%
TCA
841
Trifecta Capital Advisors
Illinois
$8.07K +$7.97K +163 New
WPWM
842
Western Pacific Wealth Management
Illinois
$7.37K +$7.28K +149 New
LFG
843
Larson Financial Group
Missouri
$5.4K -$1.66K -34 -24%
AWM
844
AllSquare Wealth Management
New York
$5.15K -$6.11K -125 -55%
AA
845
AlphaMark Advisors
Kentucky
$5K
AssetMark Inc
846
AssetMark Inc
California
$4.85K +$4.79K +98 New
HIA
847
Harbor Investment Advisory
Maryland
$4.21K +$4.16K +85 New
C
848
Covestor
United Kingdom
$4K +$3.96K +81 New
EC
849
Elequin Capital
New York
$3.32K +$3.28K +67 New
FSWA
850
Financial Synergies Wealth Advisors
Texas
$2.3K -$96.8K -1,979 -98%

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.