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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
COF
126
Capital One Financial
Virginia
$6.45M -$8.76M -164,671 -57%
BWG
127
Beta Wealth Group
California
$6.42M +$965K +18,127 +17%
QCG
128
Quadrant Capital Group
Ohio
$6.42M +$283K +5,313 +4%
PCA
129
Permit Capital Advisors
Pennsylvania
$6.4M +$84.1M +1,580,771 New
VWA
130
Visionary Wealth Advisors
Illinois
$6.37M +$3.08M +57,947 +88%
AC
131
Apella Capital
Connecticut
$6.34M +$1.88M +35,349 +40%
OC
132
Oakworth Capital
Alabama
$6.22M -$177K -3,330 -3%
FWM
133
ForthRight Wealth Management
Georgia
$6.19M +$396K +7,449 +7%
AWA
134
Arete Wealth Advisors
Illinois
$6.12M +$598K +11,232 +10%
CISOA
135
Capital Investment Services of America
Wisconsin
$5.93M
ML
136
McAdam LLC
Pennsylvania
$5.91M +$4.78M +89,800 +363%
AI
137
Atria Investments
North Carolina
$5.9M +$531K +9,979 +10%
PCMC
138
Paragon Capital Management (Colorado)
Colorado
$5.89M -$1.07M -20,160 -15%
PI
139
PFS Investments
Georgia
$5.81M +$1.74M +32,713 +41%
SWM
140
SigFig Wealth Management
California
$5.72M +$692K +13,003 +14%
SWM
141
Spire Wealth Management
Virginia
$5.62M -$335K -6,295 -5%
MMA
142
Miracle Mile Advisors
California
$5.56M +$4.03M +75,657 +235%
PFM
143
Phillips Financial Management
Indiana
$5.51M -$391K -7,340 -6%
MF
144
Manchester Financial
California
$5.48M
CWR
145
Chico Wealth RIA
California
$5.47M +$5.65M +106,103 New
RJT
146
Raymond James Trust
Florida
$5.44M -$1.03M -19,383 -16%
RWI
147
Red Wave Investments
Pennsylvania
$5.43M -$44.3K -833 -0.8%
CT
148
Coastline Trust
Rhode Island
$5.41M -$164K -3,083 -3%
SWRP
149
Summit Wealth & Retirement Planning
California
$5.17M +$5.34M +100,378 New
LNC
150
Lincoln National Corp
Pennsylvania
$5.13M -$735K -13,814 -12%

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.