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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
MFG
151
Merit Financial Group
Georgia
$8.31M -$3.5M -71,519 -30%
ZCA
152
Zeke Capital Advisors
Pennsylvania
$8.29M +$8.19M +167,436 New
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$8.18M -$2.39M -48,879 -23%
DWT
154
Dorsey & Whitney Trust
South Dakota
$8.14M +$7.76M +158,718 +2,723%
GWS
155
Glassman Wealth Services
Virginia
$8M +$6.44M +131,749 +441%
GBT
156
Grove Bank & Trust
Florida
$7.94M +$7.85M +160,474 New
B
157
Bridgeworth
Alabama
$7.81M +$7.5M +153,323 +3,399%
RMC
158
Regis Management Company
California
$7.81M -$2.03M -41,525 -21%
FG
159
Foster Group
Iowa
$7.75M +$2.44M +50,010 +47%
SAG
160
SageView Advisory Group
California
$7.74M +$7.65M +156,400 New
FCM
161
Firestone Capital Management
Florida
$7.58M +$2.26M +46,151 +43%
ERIC
162
Eagle Rock Investment Company
Georgia
$7.54M +$149K +3,050 +2%
APC
163
Aspire Private Capital
North Carolina
$7.48M +$604K +12,362 +9%
FFS
164
Founders Financial Securities
Maryland
$7.46M +$1.07M +21,975 +17%
HI
165
Horizon Investments
North Carolina
$7.44M +$982K +20,085 +15%
FM
166
Foster & Motley
Ohio
$7.25M -$2.78M -56,924 -28%
XF
167
XML Financial
Maryland
$7.1M +$157K +3,218 +2%
TC
168
Tenret Company
Florida
$7.08M +$6.12M +125,112 +693%
AI
169
Atria Investments
North Carolina
$7.05M +$567K +11,605 +9%
KMWM
170
Keudell/Morrison Wealth Management
Oregon
$7.02M +$2.07M +42,299 +43%
SWRP
171
Summit Wealth & Retirement Planning
California
$7.01M +$4.4M +90,022 +175%
VBFG
172
Vishria Bird Financial Group
Tennessee
$6.94M +$6.86M +140,314 New
PP
173
PDS Planning
Ohio
$6.93M -$3.83M -78,417 -36%
FCC
174
Flower City Capital
New York
$6.91M +$6.82M +139,539 New
BSW
175
Buckingham Strategic Wealth
Missouri
$6.9M +$204K +4,181 +3%

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.