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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
CAAS
376
Capital Asset Advisory Services
Michigan
$3.34M +$395K +7,785 +13%
LIA
377
LifePlan Investment Advisors
North Carolina
$3.33M +$371K +7,318 +13%
AA
378
Alesco Advisors
New York
$3.32M -$55.5K -1,095 -2%
HGA
379
Hobbs Group Advisors
South Carolina
$3.26M +$23.6K +465 +0.7%
CMBA
380
C.M. Bidwell & Associates
Hawaii
$3.26M +$1.46M +28,905 +83%
KMWM
381
Keudell/Morrison Wealth Management
Oregon
$3.22M -$413K -8,140 -11%
FAT
382
First American Trust
California
$3.21M +$77.4K +1,527 +2%
SCG
383
Sonata Capital Group
Washington
$3.21M +$3.18M +62,780 New
PFM
384
Phillips Financial Management
Indiana
$3.19M -$170K -3,351 -5%
MWM
385
Meridian Wealth Management
Kentucky
$3.18M +$3.16M +62,260 New
EWM
386
Elmwood Wealth Management
California
$3.17M +$105K +2,066 +3%
SVWG
387
Shared Vision Wealth Group
United States
$3.16M -$144K -2,842 -4%
S
388
SignatureFD
Georgia
$3.15M
CAWM
389
Capital Advisors Wealth Management
Washington
$3.12M +$541K +10,673 +21%
SW
390
SteelPeak Wealth
California
$3.08M -$51.6K -1,018 -2%
CWM
391
Cornerstone Wealth Management
Missouri
$3.07M -$76.9K -1,518 -2%
CAG
392
Compass Advisory Group
New York
$3.07M +$33.6K +663 +1%
LFG
393
Leverty Financial Group
Wisconsin
$3.06M +$13.6K +269 +0.5%
UF
394
Univest Financial
Pennsylvania
$3.05M +$3.03M +59,751 New
HW
395
Hancock Whitney
Mississippi
$3.04M +$40K +790 +1%
MWA
396
Motive Wealth Advisors
Michigan
$2.99M
VWA
397
Visionary Wealth Advisors
Illinois
$2.96M -$409K -8,065 -12%
MW
398
Marcum Wealth
Ohio
$2.96M +$16.8K +331 +0.6%
MLA
399
My Legacy Advisors
Oregon
$2.95M -$1.09M -21,588 -27%
RIM
400
Rockbridge Investment Management
New York
$2.93M +$502K +9,896 +21%

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.