We are live on ! Find out more
VTEB icon

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
NAS
101
Nicolet Advisory Services
Wisconsin
$15.8M +$15.4M +314,251 New
TA
102
Trellis Advisors
Washington
$15.5M -$3.87M -79,095 -20%
RGC
103
Roberts, Glore & Co
Illinois
$15.3M +$1.25M +25,639 +9%
HighTower Advisors
104
HighTower Advisors
Illinois
$15M +$3.43M +70,241 +30%
OPS
105
Orion Portfolio Solutions
Nebraska
$14.6M +$12.3M +252,410 +585%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$14.4M -$1.31M -26,711 -8%
QWM
107
Quaker Wealth Management
New Jersey
$14.2M -$1.47K -30 -0%
FHA
108
First Horizon Advisors
Tennessee
$13.9M +$11.4M +233,469 +491%
HWA
109
Heartwood Wealth Advisors
Virginia
$13.7M -$220K -4,492 -2%
WPC
110
Wedmont Private Capital
Pennsylvania
$13.7M -$4.74M -97,046 -26%
GP
111
Girard Partners
Pennsylvania
$13.7M +$12.7M +259,981 +1,611%
RCA
112
Resonant Capital Advisors
Wisconsin
$13.5M +$4.26M +87,090 +47%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$13.3M +$2.87M +58,782 +28%
MWP
114
Moller Wealth Partners
$13.2M -$6.34M -129,784 -33%
FVWA
115
Foster Victor Wealth Advisors
South Carolina
$13.2M +$12.4M +253,289 +2,522%
CFB
116
Cullen/Frost Bankers
Texas
$13.2M +$10.6M +217,002 +442%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$12.9M -$10.6M -217,289 -45%
CG
118
Colony Group
Massachusetts
$12.8M +$7.95M +162,522 +169%
PCA
119
Personal Capital Advisors
California
$12.6M +$1.07M +21,932 +9%
CPA
120
Cardiff Park Advisors
California
$12.2M -$70.3K -1,438 -0.6%
IA
121
IFP Advisors
Florida
$11.8M +$2.01M +41,137 +22%
PWM
122
Perigon Wealth Management
California
$11.6M +$1.5M +30,708 +15%
AWS
123
Atria Wealth Solutions
New York
$11.5M +$149K +3,056 +1%
KAS
124
Kestra Advisory Services
Texas
$11.5M +$6.82M +139,419 +151%
ERIM
125
Eagle Ridge Investment Management
Connecticut
$10.9M +$437K +8,930 +4%

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.