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Vanguard Tax-Exempt Bond Index Fund

733 hedge funds and large institutions have $10.4B invested in Vanguard Tax-Exempt Bond Index Fund in 2022 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 311 increasing their positions, 235 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 235

27% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 78

4.61% more ownership

Funds ownership: 68.64%73.25% (+4.6%)

2% more funds holding in top 10

Funds holding in top 10: 4748 (+1)

1% more funds holding

Funds holding: 723733 (+10)

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$325M)

Holders
733
Holders Change
+10
Holders Change %
+1.38%
% of All Funds
11.56%
Holding in Top 10
48
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.13%
% of All Funds
0.76%
New
99
Increased
311
Reduced
235
Closed
78
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
Aspiriant LLC
California
$8.98M +$2.81M +52,740 +43%
FSC
102
Full Sail Capital
Oklahoma
$8.98M +$9.27M +174,168 New
NWM
103
NEIRG Wealth Management
Massachusetts
$8.91M +$9.2M +172,905 New
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$8.85M +$824K +15,482 +10%
FPOC
105
Financial Planners of Cleveland
Ohio
$8.66M +$6.81M +127,881 +319%
MCA
106
Maryland Capital Advisors
Maryland
$8.66M -$4.89M -91,921 -35%
Deutsche Bank
107
Deutsche Bank
Germany
$8.55M +$6.42M +120,615 +266%
MWM
108
Modera Wealth Management
New Jersey
$8.33M +$260K +4,883 +3%
Cerity Partners
109
Cerity Partners
New York
$8.31M +$5.71M +107,228 +158%
LCM
110
Liberty Capital Management
Michigan
$8.24M +$114K +2,145 +1%
AFA
111
AllGen Financial Advisors
Florida
$7.94M +$865K +16,254 +12%
JWA
112
JFS Wealth Advisors
Pennsylvania
$7.64M +$7.84M +147,291 +15,719%
WPC
113
Wedmont Private Capital
Pennsylvania
$7.49M -$167K -3,135 -2%
SQA
114
Simon Quick Advisors
New Jersey
$7.48M -$523K -9,821 -6%
JWM
115
Janiczek Wealth Management
Colorado
$7.27M -$1.49M -27,923 -17%
FFS
116
Founders Financial Securities
Maryland
$7.22M +$7.45M +139,983 New
HI
117
Horizon Investments
North Carolina
$7.2M +$7.45M +139,983 New
AF
118
Advisornet Financial
Minnesota
$6.96M +$242K +4,551 +3%
PWM
119
PBMares Wealth Management
Virginia
$6.88M
LP
120
LGL Partners
Pennsylvania
$6.84M -$28.7M -538,771 -80%
APC
121
Aspire Private Capital
North Carolina
$6.79M +$901K +16,923 +15%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$6.76M +$6.1M +114,520 +683%
MA
123
MUFG Americas
New York
$6.69M -$1.07M -20,186 -13%
TFA
124
Trinity Financial Advisors
Ohio
$6.65M -$104K -1,945 -1%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$6.58M -$101K -1,904 -1%

VTEB Hedge Fund Activity: Q1 2022 in Review

733 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q1 2022, worth a combined $10.4B — up 3.2% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new VTEB positions and 78 closed out — a net gain of 21 holders — while 311 added to existing stakes and 235 trimmed.

The largest buyer was SEI Investments, adding an estimated $290M. The largest seller was Wealthfront Advisers, cutting an estimated $355M.

  • 733 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q1 2022, up from 723 in Q4 2021.
  • Funds reported $10.4B of Vanguard Tax-Exempt Bond Index Fund stock for Q1 2022, up 3.2% quarter-over-quarter.
  • 99 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q1 2022 and 78 closed out, a net change of +21 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q1 2022 was SEI Investments, an estimated $290M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q1 2022 was Wealthfront Advisers, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2022.