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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
WA
401
Waverly Advisors
Alabama
$2.92M +$105K +2,065 +4%
WA
402
WBH Advisory
Maryland
$2.91M +$4.92K +97 +0.2%
CP
403
Canopy Partners
Ohio
$2.9M +$1.06M +20,960 +59%
TFA
404
Trinity Financial Advisors
Ohio
$2.89M +$1.39M +27,338 +46%
CSPIA
405
Cary Street Partners Investment Advisory
Virginia
$2.88M +$226K +4,453 +9%
PA
406
Pinnacle Associates
New York
$2.88M -$360K -7,108 -11%
AWP
407
Avid Wealth Partners
Texas
$2.84M -$19.7K -388 -0.7%
ORC
408
O'Rourke & Company
Massachusetts
$2.83M +$489K +9,646 +21%
SEM
409
Strategic Equity Management
Arizona
$2.82M +$2.51M +49,468 +878%
TCA
410
Transcend Capital Advisors
New Jersey
$2.8M +$103K +2,036 +4%
SCTC
411
Sanibel Captiva Trust Company
Florida
$2.77M +$617K +12,170 +29%
DA
412
Detalus Advisors
Missouri
$2.76M +$712K +14,054 +35%
Bessemer Group
413
Bessemer Group
New Jersey
$2.74M
NCM
414
Neumann Capital Management
California
$2.74M +$152K +3,000 +6%
WTA
415
Washington Trust Advisors
Massachusetts
$2.73M -$218K -4,300 -7%
KeyBank National Association
416
KeyBank National Association
Ohio
$2.71M +$749K +14,778 +39%
GRP
417
Global Retirement Partners
California
$2.68M -$249K -4,909 -9%
CCG
418
Chatham Capital Group
Georgia
$2.67M
FMC
419
First Merchants Corp
Indiana
$2.67M +$1.98M +39,158 +302%
MMA
420
Miracle Mile Advisors
California
$2.66M +$811 +16 +0%
SA
421
Sunesis Advisors
Kansas
$2.66M
GWM
422
Grand Wealth Management
Michigan
$2.65M +$314K +6,187 +14%
MMPW
423
Mitchell McLeod Pugh & Williams
Alabama
$2.65M +$274K +5,397 +12%
MW
424
Maia Wealth
Colorado
$2.64M +$225K +4,443 +9%
FCG
425
Financial Connections Group
California
$2.64M -$63.2K -1,248 -2%

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.