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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
GWSA
851
Global Wealth Strategies & Associates
Colorado
$1.49K +$1.47K +30 New
BBPWM
852
Blue Bell Private Wealth Management
Pennsylvania
$1.09K
RCM
853
Rain Capital Management
Oregon
$953 -$477K -9,759 -100%
AIC
854
Archer Investment Corporation
Indiana
$502
EI
855
Ellevest Inc
New York
$361
WIM
856
Westside Investment Management
California
$277 +$275K +5,616 New
KIM
857
Karpus Investment Management
New York
-$39.8M -826,491 Closed
LWA
858
LWS Wealth Advisors
New Jersey
-$22.9M -476,081 Closed
MA
859
MUFG Americas
New York
-$13M -270,777 Closed
FNBSF
860
First National Bank Sioux Falls
South Dakota
-$9.58M -199,060 Closed
PWM
861
PBMares Wealth Management
Virginia
-$6.42M -133,451 Closed
AFA
862
AllGen Financial Advisors
Florida
-$5.79M -120,306 Closed
OC
863
Oakworth Capital
Alabama
-$4.72M -98,031 Closed
RCM
864
Robinson Capital Management
Michigan
-$3.15M -65,425 Closed
CCMD
865
Cypress Capital Management (Delaware)
Delaware
-$2.64M -54,850 Closed
CWA
866
Consilio Wealth Advisors
Washington
-$2.36M -49,050 Closed
NAM
867
NorthCrest Asset Manangement
Minnesota
-$2.28M -47,427 Closed
SFO
868
Standard Family Office
South Dakota
-$1.95M -40,500 Closed
PWA
869
Phoenix Wealth Advisors
North Carolina
-$1.72M -35,770 Closed
Susquehanna International Group
870
Susquehanna International Group
Pennsylvania
-$1.34M -27,812 Closed
IPW
871
Intergy Private Wealth
Colorado
-$1.17M -24,358 Closed
EFS
872
Econ Financial Services
Pennsylvania
-$1.09M -22,586 Closed
ECM
873
Exchange Capital Management
Michigan
-$1M -20,820 Closed
WCFA
874
Walkner Condon Financial Advisors
Wisconsin
-$978K -20,316 Closed
HIP
875
HUB Investment Partners
Texas
-$967K -20,096 Closed

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.