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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
LWP
901
Lumature Wealth Partners
Georgia
-$330K -6,860 Closed
WTB
902
Washington Trust Bank
Washington
-$309K -6,428 Closed
IF
903
IRON Financial
Illinois
-$281K -5,841 Closed
JIP
904
Jaffetilchin Investment Partners
Florida
-$274K -5,694 Closed
CBC
905
Coombe, Bender & Co
New York
-$265K -5,500 Closed
LWM
906
Laidlaw Wealth Management
New York
-$258K -5,365 Closed
Citadel Advisors
907
Citadel Advisors
Florida
-$259K -5,306 Closed
PFGIA
908
Patriot Financial Group Insurance Agency
Massachusetts
-$243K -5,042 Closed
HWM
909
Howard Wealth Management
Connecticut
-$241K -5,010 Closed
HWM
910
Hohimer Wealth Management
Washington
-$238K -4,935 Closed
TW
911
TrinityPoint Wealth
Connecticut
-$236K -4,903 Closed
TFA
912
TPG Financial Advisors
Oregon
-$235K -4,884 Closed
WF
913
Welch & Forbes
Massachusetts
-$232K -4,808 Closed
WWA
914
WCG Wealth Advisors
Nevada
-$231K -4,789 Closed
HIC
915
Hartline Investment Corp
Illinois
-$227K -4,706 Closed
LA
916
Latitude Advisors
Florida
-$227K -4,706 Closed
SW
917
StrongBox Wealth
Missouri
-$224K -4,650 Closed
GIA
918
Gladstone Institutional Advisory
Florida
-$223K -4,626 Closed
RRA
919
Round Rock Advisors
Connecticut
-$220K -4,562 Closed
GIM
920
Greenwich Investment Management
Connecticut
-$219K -4,550 Closed
CCM
921
Condor Capital Management
New Jersey
-$218K -4,535 Closed
CWM
922
Congress Wealth Management
Massachusetts
-$217K -4,510 Closed
CA
923
Cornerstone Advisory
Maryland
-$215K -4,474 Closed
BG
924
Benedetti & Gucer
Georgia
-$214K -4,443 Closed
BIA
925
Bigelow Investment Advisors
Maine
-$213K -4,420 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.