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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
SLA
926
Silver Lake Advisory
Utah
-$213K -4,416 Closed
MWAM
927
Manhattan West Asset Management
California
-$208K -4,317 Closed
First Trust Advisors
928
First Trust Advisors
Illinois
-$202K -4,186 Closed
TB
929
Treynor Bancshares
Iowa
-$201K -4,166 Closed
CYG
930
Clean Yield Group
Vermont
-$149K -3,098 Closed
SA
931
SRH Advisors
Kansas
-$114K -2,375 Closed
Simplex Trading
932
Simplex Trading
Illinois
-$94K -1,954 Closed
GA
933
GoalVest Advisory
New York
-$92K -1,909 Closed
CWM
934
Cranbrook Wealth Management
Michigan
-$88K -1,836 Closed
OPW
935
Oxler Private Wealth
New York
-$67K -1,392 Closed
JMF
936
Johnson Midwest Financial
Iowa
-$61 -1,276 Closed
CMF
937
Counterpoint Mutual Funds
California
-$53K -1,100 Closed
SPWG
938
Sage Private Wealth Group
Illinois
-$45K -941 Closed
RIA
939
Realta Investment Advisors
Delaware
-$39K -810 Closed
TWM
940
Tradition Wealth Management
Minnesota
-$34K -709 Closed
GWSG
941
GPS Wealth Strategies Group
Colorado
-$20K -409 Closed
CA
942
Centerpoint Advisors
Massachusetts
-$19K -398 Closed
AWM
943
Avior Wealth Management
Nebraska
-$8K -178 Closed
SCA
944
Stonebridge Capital Advisors
Minnesota
-$8K -170 Closed
TC
945
Truvestments Capital
Florida
-$5K -110 Closed
FRA
946
Front Row Advisors
California
+$98 +2 New
KSWA
947
Kathleen S. Wright Associates
Pennsylvania
+$98 +2 New
FCAS
948
First Command Advisory Services
Texas
+$15.9K +325 New

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.