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Vanguard Tax-Exempt Bond Index Fund

1,101 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 549 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 311

62% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 58

2% more funds holding

Funds holding: 1,0831,101 (+18)

4% more capital invested

Capital invested by funds: $24.8B → $25.9B (+$1.04B)

0.98% less ownership

Funds ownership: 75.38%74.4% (-0.98%)

5% less funds holding in top 10

Funds holding in top 10: 8278 (-4)

54% less call options, than puts

Call options by funds: $2.02M | Put options by funds: $4.38M

Holders
1,101
Holders Change
+18
Holders Change %
+1.66%
% of All Funds
15.81%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.12%
New
94
Increased
549
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
226
Atomi Financial Group
New York
$7.61M +$1.5M +29,540 +25%
RA
227
Riversedge Advisors
Delaware
$7.57M -$213K -4,205 -3%
OAP
228
One Advisory Partners
Kansas
$7.55M -$205K -4,043 -3%
SPIA
229
Steward Partners Investment Advisory
New York
$7.52M +$3.33M +65,787 +81%
GVAG
230
Great Valley Advisor Group
Delaware
$7.38M +$364K +7,182 +5%
NDSI
231
Newman Dignan & Sheerar Inc
Rhode Island
$7.36M +$1.64M +32,342 +28%
FWM
232
ForthRight Wealth Management
Georgia
$7.35M +$18.7K +369 +0.3%
IAN
233
Integrated Advisors Network
Texas
$7.17M -$365K -7,204 -5%
CFP
234
Cascade Financial Partners
California
$7.1M -$334K -6,600 -4%
JFA
235
JNBA Financial Advisors
Minnesota
$6.89M -$808K -15,945 -11%
HWMG
236
Hurlow Wealth Management Group
Indiana
$6.88M +$581K +11,455 +9%
TFG
237
Tilson Financial Group
New Jersey
$6.85M +$6.79M +134,033 New
KPWS
238
Kestra Private Wealth Services
Texas
$6.77M +$890K +17,554 +16%
EWM
239
Executive Wealth Management
Michigan
$6.75M +$6.69M +132,041 New
BC
240
Bowman & Company
Wisconsin
$6.74M +$153K +3,018 +2%
CA
241
CoreCap Advisors
Michigan
$6.67M +$6.61M +130,503 New
SWM
242
SigFig Wealth Management
California
$6.66M -$2.97M -58,553 -31%
ACA
243
Aptus Capital Advisors
Alabama
$6.64M +$886K +17,484 +16%
BRIA
244
Balanced Rock Investment Advisors
Massachusetts
$6.59M +$73.2K +1,445 +1%
VAF
245
Values Added Financial
District of Columbia
$6.57M +$1.52M +29,964 +30%
PA
246
PFG Advisors
Arizona
$6.56M +$725K +14,300 +13%
BWL
247
Beacon Wealthcare LLC
North Carolina
$6.54M +$762K +15,039 +13%
AW
248
Alaethes Wealth
Nevada
$6.51M +$486K +9,582 +8%
MFG
249
Merit Financial Group
Georgia
$6.41M +$1.5M +29,506 +31%
EH
250
Equitable Holdings
New York
$6.36M +$2.42M +47,755 +62%

VTEB Hedge Fund Activity: Q3 2024 in Review

1,101 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q3 2024, worth a combined $25.9B — up 4.2% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new VTEB positions and 58 closed out — a net gain of 36 holders — while 549 added to existing stakes and 311 trimmed.

The largest buyer was Wells Fargo, adding an estimated $214M. The largest seller was Fidelity Investments, cutting an estimated $173M.

  • 1,101 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q3 2024, up from 1,083 in Q2 2024.
  • Funds reported $25.9B of Vanguard Tax-Exempt Bond Index Fund stock for Q3 2024, up 4.2% quarter-over-quarter.
  • 94 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q3 2024 and 58 closed out, a net change of +36 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q3 2024 was Wells Fargo, an estimated $214M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q3 2024 was Fidelity Investments, an estimated $173M sold.

Based on aggregated 13F filings for Q3 2024.