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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
EWG
876
Executive Wealth Group
Washington
-$944K -19,600 Closed
PCI
877
Planning Center Inc
Illinois
-$939K -19,333 Closed
ECG
878
Edge Capital Group
Georgia
-$917K -19,040 Closed
BFO
879
Boston Family Office
Massachusetts
-$888K -18,450 Closed
AWS
880
AJ Wealth Strategies
New York
-$886K -18,411 Closed
ACM
881
Armbruster Capital Management
New York
-$852K -17,695 Closed
Millennium Management
882
Millennium Management
New York
-$659K -13,682 Closed
BCP
883
Blue Chip Partners
Michigan
-$587K -12,200 Closed
DA
884
Detalus Advisors
Missouri
-$586K -12,179 Closed
HL
885
HeadInvest LLC
Maine
-$530K -11,000 Closed
RPG
886
Resource Planning Group
Georgia
-$524K -10,888 Closed
VIA
887
Vickerman Investment Advisors
Washington
-$494K -10,272 Closed
CCM
888
Canal Capital Management
Virginia
-$487K -10,122 Closed
HFS
889
HBC Financial Services
Washington
-$1.78M -9,945 Closed
DLHL
890
Donald L. Hagan LLC
Florida
-$460K -9,553 Closed
EA
891
Evergreen Advisors
Tennessee
-$452K -9,391 Closed
MA
892
MONECO Advisors
Connecticut
-$450K -9,353 Closed
JFGLC
893
Johnson Financial Group LLC (Colorado)
Colorado
-$430K -8,936 Closed
CANC
894
Culbertson A N & Co
Virginia
-$427K -8,875 Closed
FCA
895
FinTrust Capital Advisors
South Carolina
-$404K -8,330 Closed
WWM
896
Wiser Wealth Management
Georgia
-$391K -8,122 Closed
DCM
897
Donaldson Capital Management
Indiana
-$378K -7,849 Closed
SIA
898
Schechter Investment Advisors
Michigan
-$363K -7,544 Closed
PCM
899
Parsons Capital Management
Rhode Island
-$361K -7,504 Closed
MSFS
900
Main Street Financial Solutions
Pennsylvania
-$359K -7,463 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.