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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
HAIM
276
Hunter Associates Investment Management
Pennsylvania
$5.6M +$349K +6,885 +7%
LCM
277
Liberty Capital Management
Michigan
$5.52M +$116K +2,281 +2%
PIMG
278
Patriot Investment Management Group
Tennessee
$5.49M +$304K +5,994 +6%
I
279
INVST
Indiana
$5.49M -$36.1K -712 -0.7%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$5.48M +$3.56M +70,268 +190%
HDIM
281
Hanson & Doremus Investment Management
Vermont
$5.4M +$547K +10,800 +11%
RSWM
282
Robertson Stephens Wealth Management
California
$5.36M +$1.84M +36,384 +53%
SCA
283
Stonebridge Capital Advisors
Minnesota
$5.35M +$459K +9,055 +9%
AFTS
284
American Financial & Tax Strategies
New York
$5.35M +$166K +3,279 +3%
ACP
285
Aveo Capital Partners
Colorado
$5.34M +$3.13M +61,794 +145%
EPA
286
Element Pointe Advisors
Florida
$5.28M +$306K +6,041 +6%
DB
287
Dravo Bay
Delaware
$5.28M -$288K -5,682 -5%
IWM
288
IHT Wealth Management
Illinois
$5.25M +$1.33M +26,225 +34%
AWM
289
Apollon Wealth Management
South Carolina
$5.25M +$69.2K +1,366 +1%
ODA
290
One Degree Advisors
California
$5.21M +$2.8M +55,347 +119%
HPFG
291
Hart & Patterson Financial Group
Massachusetts
$5.2M -$77.9K -1,537 -1%
LA
292
LVW Advisors
New York
$5.19M +$428K +8,453 +9%
SFA
293
Source Financial Advisors
New York
$5.18M +$113K +2,233 +2%
DWM
294
Dynasty Wealth Management
Florida
$5.16M +$129K +2,552 +3%
P
295
&Partners
Tennessee
$5.11M +$3.39M +66,947 +203%
MWP
296
Meridian Wealth Partners
Pennsylvania
$5.11M +$112K +2,213 +2%
GWM
297
Geneos Wealth Management
Colorado
$5.1M +$3.86M +76,125 +321%
CWM
298
Congress Wealth Management
Massachusetts
$5.09M -$125K -2,460 -2%
TFP
299
Traction Financial Partners
Wyoming
$5.08M -$686K -13,544 -12%
BWM
300
Benchmark Wealth Management
Connecticut
$5.07M +$758K +14,964 +18%

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.