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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
Truist Financial
76
Truist Financial
North Carolina
$23.4M -$999K -20,437 -4%
SFA
77
Sequoia Financial Advisors
Ohio
$23.3M -$17.2M -352,466 -43%
Goldman Sachs
78
Goldman Sachs
New York
$23M -$13.8M -282,262 -38%
FSC
79
Full Sail Capital
Oklahoma
$22.3M -$7.71M -157,728 -26%
MNG
80
Manning & Napier Group
New York
$22.3M
EWA
81
EP Wealth Advisors
California
$21.7M +$704K +14,391 +3%
RFA
82
RTD Financial Advisors
Pennsylvania
$21.4M +$21.2M +432,683 New
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$21.4M +$17.9M +366,263 +555%
BlackRock
84
BlackRock
New York
$21.3M -$7.5M -153,398 -26%
MG
85
Mather Group
Illinois
$20.9M -$196K -4,010 -0.9%
OIA
86
OneDigital Investment Advisors
Kansas
$20.7M +$16.5M +336,585 +417%
IAN
87
Integrated Advisors Network
Texas
$20.4M +$20.2M +412,919 New
LRIA
88
Leonard Rickey Investment Advisors
Washington
$20.4M -$4.79M -97,932 -19%
WWM
89
Windsor Wealth Management
Indiana
$20.3M -$3.2M -65,428 -14%
HIG
90
Heritage Investment Group
Florida
$20.3M +$14.4M +293,781 +252%
HCM
91
Hengehold Capital Management
Ohio
$18.7M -$16.3M -332,477 -47%
BFA
92
Bragg Financial Advisors
North Carolina
$18.1M -$17.6K -360 -0.1%
BSSFA
93
Baron Silver Stevens Financial Advisors
Florida
$18M +$5.94M +121,511 +50%
RWM
94
Rockwood Wealth Management
Pennsylvania
$17.8M +$3.38M +69,108 +24%
BOH
95
Bank of Hawaii
Hawaii
$17.6M -$809K -16,540 -4%
CAG
96
Crestwood Advisors Group
Massachusetts
$17.5M +$654K +13,370 +4%
FPCP
97
Fort Point Capital Partners
California
$17.4M +$4.63M +94,793 +37%
CAN
98
Cetera Advisor Networks
California
$17.2M +$14.1M +287,399 +477%
UA
99
Unison Advisors
District of Columbia
$16M +$15.3M +313,838 +3,114%
Vanguard Group
100
Vanguard Group
Pennsylvania
$15.8M +$15.6M +320,000 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.