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
SFA
176
Source Financial Advisors
New York
$6.88M +$85.8K +1,755 +1%
CFO
177
Colony Family Offices
North Carolina
$6.84M -$171K -3,497 -2%
SQA
178
Simon Quick Advisors
New Jersey
$6.73M -$2.36M -48,258 -26%
LP
179
LGL Partners
Pennsylvania
$6.69M -$330K -6,740 -5%
ACP
180
Aveo Capital Partners
Colorado
$6.67M -$9.02M -184,593 -58%
VFP
181
Verus Financial Partners
Virginia
$6.58M +$814K +16,657 +15%
AIM
182
AMI Investment Management
Indiana
$6.4M +$5.62M +114,981 +802%
RJT
183
Raymond James Trust
Florida
$6.37M -$953K -19,497 -13%
SFO
184
Stokes Family Office
Louisiana
$6.28M +$4.7M +96,210 +314%
RA
185
RFG Advisory
Alabama
$6.14M +$3.12M +63,856 +112%
CA
186
CGN Advisors
Kansas
$6.04M +$1.04M +21,288 +21%
ACA
187
Ackerman Capital Advisors
Texas
$6.03M -$75.3M -1,539,967 -93%
AWM
188
Apollon Wealth Management
South Carolina
$6.01M +$28.1K +575 +0.5%
SWM
189
SigFig Wealth Management
California
$5.92M +$8.51K +174 +0.1%
SAM
190
SP Asset Management
California
$5.92M -$429K -8,771 -7%
BWG
191
Beta Wealth Group
California
$5.89M -$333K -6,811 -5%
Brown Advisory
192
Brown Advisory
Maryland
$5.87M +$5.58M +114,064 +2,500%
PA
193
PFG Advisors
Arizona
$5.87M -$241K -4,926 -4%
CF
194
Corrigan Financial
Rhode Island
$5.75M +$5.68M +116,213 New
HFS
195
Heritage Financial Services
Massachusetts
$5.69M +$529K +10,820 +10%
FWM
196
Fairhaven Wealth Management
Illinois
$5.68M +$1.62M +33,044 +40%
VA
197
Valmark Advisers
Ohio
$5.67M +$237K +4,853 +4%
KLI
198
Kelman-Lazarov Inc
Tennessee
$5.66M -$637K -13,023 -10%
PI
199
PFS Investments
Georgia
$5.56M +$3.54M +72,479 +182%
BOPW
200
Brandywine Oak Private Wealth
Pennsylvania
$5.36M -$1.12M -22,982 -18%

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.