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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
FLA
326
Financial Life Advisors
Texas
$4.31M -$44.5K -878 -1%
SIM
327
Studio Investment Management
Illinois
$4.23M -$69.2K -1,365 -2%
CIA
328
Concurrent Investment Advisors
Florida
$4.19M +$301K +5,936 +8%
CHA
329
Carmichael Hill & Associates
Maryland
$4.15M +$192K +3,781 +5%
SWG
330
Summit Wealth Group
Vermont
$4.13M +$783K +15,445 +24%
W
331
WealthCollab
Washington
$4.13M -$138K -2,720 -3%
MWM
332
McNaughton Wealth Management
California
$4.09M +$136K +2,693 +3%
CTA
333
Chesley Taft & Associates
Illinois
$4.08M +$308K +6,075 +8%
EP
334
Edgestream Partners
New Jersey
$4.05M +$2.08M +41,141 +108%
ASN
335
Advisory Services Network
Georgia
$4.04M
BEI
336
Benjamin Edwards Inc
Missouri
$4.01M +$3.98M +78,536 New
SAG
337
SageView Advisory Group
California
$3.95M +$3.92M +77,335 New
SFO
338
Stokes Family Office
Louisiana
$3.95M -$80.8K -1,595 -2%
DC
339
Davenport & Co
Virginia
$3.93M +$183K +3,607 +5%
PPH
340
Pure Portfolios Holdings
Oregon
$3.91M +$3.88M +76,562 New
IWS
341
Insight Wealth Strategies
California
$3.91M +$452K +8,919 +13%
PP
342
PrairieView Partners
Minnesota
$3.9M +$818K +16,144 +27%
William Blair & Company
343
William Blair & Company
Illinois
$3.88M -$2.09M -41,305 -35%
CTWM
344
Cherry Tree Wealth Management
Minnesota
$3.87M +$21.6K +426 +0.6%
SWA
345
Stratos Wealth Advisors
Ohio
$3.83M -$146K -2,872 -4%
SC
346
Steph & Co
Wisconsin
$3.82M -$10.7K -212 -0.3%
BWM
347
Brown Wealth Management
Illinois
$3.82M +$361K +7,120 +11%
OFP
348
OLIO Financial Planning
Virginia
$3.81M +$14.1K +279 +0.4%
HPA
349
High Probability Advisors
New York
$3.8M +$219K +4,326 +6%
BAAM
350
Baker Avenue Asset Management
California
$3.76M +$521K +10,287 +16%

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.