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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
FHA
151
First Horizon Advisors
Tennessee
$5.11M +$214K +4,012 +4%
LPP
152
Life Planning Partners
Florida
$5.09M +$295K +5,546 +6%
RIM
153
Reynolds Investment Management
South Carolina
$4.91M +$5.07M +95,314 New
ACA
154
Ackerman Capital Advisors
Texas
$4.87M -$71.3M -1,339,471 -93%
BSSFA
155
Baron Silver Stevens Financial Advisors
Florida
$4.8M -$2.78M -52,203 -36%
KAS
156
Kestra Advisory Services
Texas
$4.7M +$365K +6,853 +8%
BCA
157
Bray Capital Advisors
Florida
$4.67M -$910K -17,090 -16%
UCFA
158
United Capital Financial Advisors
Texas
$4.67M +$512K +9,629 +12%
VC
159
Vicus Capital
Pennsylvania
$4.66M -$22.9K -430 -0.5%
VFA
160
Valeo Financial Advisors
Indiana
$4.66M -$308K -5,792 -6%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$4.64M +$1.1M +20,663 +30%
GGS
162
Galvin Gaustad & Stein
Arizona
$4.58M +$60K +1,127 +1%
SB
163
Sunflower Bank
Texas
$4.54M -$116K -2,182 -2%
SI
164
Stephens Inc
Arkansas
$4.53M +$413K +7,763 +10%
DP
165
Divergent Planning
Maryland
$4.52M +$4.24M +79,686 +994%
CCG
166
Chatham Capital Group
Georgia
$4.51M -$53.2K -1,000 -1%
I
167
INVST
Indiana
$4.5M +$357K +6,708 +8%
SC
168
Steph & Co
Wisconsin
$4.41M -$2.42M -45,531 -35%
CAG
169
Compass Advisory Group
New York
$4.39M -$885K -16,633 -16%
CFD
170
Creative Financial Designs
Indiana
$4.37M +$786K +14,775 +21%
GWM
171
Grand Wealth Management
Michigan
$4.36M -$1.16M -21,747 -20%
BB
172
Busey Bank
Illinois
$4.34M +$20K +376 +0.4%
SP
173
Symmetry Partners
Connecticut
$4.26M +$281K +5,275 +7%
CA
174
CGN Advisors
Kansas
$4.26M -$776K -14,581 -15%
VA
175
Valmark Advisers
Ohio
$4.25M +$536K +10,069 +14%

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.