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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
FT
126
Fiduciary Trust
Massachusetts
$10.9M +$5.44M +111,336 +103%
PPP
127
Private Portfolio Partners
New Jersey
$10.8M +$10.6M +217,817 New
NOI
128
Newton One Investments
Delaware
$10.6M -$829K -16,950 -7%
RA
129
Riversedge Advisors
Delaware
$10.4M -$534K -10,915 -5%
MLA
130
MB, Levis & Associates
Pennsylvania
$10.1M +$9.98M +204,134 New
FWM
131
FFT Wealth Management
Pennsylvania
$9.93M +$75.8K +1,550 +0.8%
SOAG
132
Silver Oak Advisory Group
Oregon
$9.8M -$117K -2,402 -1%
BCM
133
Brookstone Capital Management
Illinois
$9.71M +$1.88M +38,512 +25%
JFA
134
JNBA Financial Advisors
Minnesota
$9.63M +$740K +15,131 +8%
BF
135
Brooklyn FI
New York
$9.56M -$6.14M -125,624 -79%
LWAC
136
Laurel Wealth Advisors (California)
California
$9.5M +$9.39M +192,017 New
PIFP
137
Partners in Financial Planning
Virginia
$9.48M +$5.37M +109,814 +135%
BPA
138
Beacon Pointe Advisors
California
$9.3M +$3.54M +72,451 +63%
Janney Montgomery Scott
139
Janney Montgomery Scott
Pennsylvania
$9.26M +$175K +3,577 +2%
RW
140
Regimen Wealth
Georgia
$9.15M +$9.04M +184,935 New
CWM
141
Cahaba Wealth Management
Georgia
$8.97M +$3.86M +78,985 +77%
Deutsche Bank
142
Deutsche Bank
Germany
$8.89M +$1.12M +22,843 +15%
UCFA
143
United Capital Financial Advisors
Texas
$8.78M +$2.81M +57,482 +48%
MCWS
144
McKinley Carter Wealth Services
West Virginia
$8.72M +$2.18M +44,638 +34%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$8.7M -$1.94M -39,594 -18%
GAB
146
German American Bancorp
Indiana
$8.61M +$8.5M +173,958 New
FFG
147
Frisch Financial Group
New York
$8.58M +$8.48M +173,438 New
AC
148
Apella Capital
Connecticut
$8.5M +$3.78M +77,350 +82%
CWP
149
Cyndeo Wealth Partners
Florida
$8.37M +$8.27M +169,180 New
SPP
150
Single Point Partners
Massachusetts
$8.36M -$3.77M -77,172 -31%

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.