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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
Jones Financial Companies
26
Jones Financial Companies
Missouri
$147M +$17.2M +340,216 +13%
Mariner
27
Mariner
Kansas
$129M +$6.74M +133,024 +6%
OWM
28
Orgel Wealth Management
Wisconsin
$127M +$20M +394,907 +19%
SCM
29
SCS Capital Management
Massachusetts
$127M -$3.83M -75,672 -3%
Vanguard Group
30
Vanguard Group
Pennsylvania
$126M +$22.5M +444,870 +22%
Members Trust
31
Members Trust
Florida
$125M -$3.54M -69,755 -3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$122M +$1.07M +21,169 +0.9%
Osaic Holdings
33
Osaic Holdings
Arizona
$114M +$5.05M +99,562 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$110M +$7.4M +146,061 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$100M +$6M +118,433 +6%
PCIA
36
Prime Capital Investment Advisors
Kansas
$95.8M +$1.97M +38,961 +2%
GM
37
GeoWealth Management
Illinois
$89.7M +$6.05M +119,315 +7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$86M +$8.28M +163,373 +11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$79.7M +$16.3M +322,337 +26%
SFA
40
Sequoia Financial Advisors
Ohio
$77.9M +$20.8K +411 +0%
MAS
41
Meeder Advisory Services
Ohio
$77.4M +$4.25M +83,764 +6%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$77M -$487K -9,604 -0.6%
BFG
43
Bleakley Financial Group
New Jersey
$73.9M +$1.58M +31,187 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$71.5M -$2.03M -40,101 -3%
SA
45
Sanctuary Advisors
Indiana
$69.1M -$3.19M -62,856 -4%
LFS
46
Lutz Financial Services
Nebraska
$68.5M +$2.92M +57,546 +4%
MIS
47
Morningstar Investment Services
Illinois
$68.2M +$1.69M +33,325 +3%
Stifel Financial
48
Stifel Financial
Missouri
$65.8M +$3.88M +76,549 +6%
FSC
49
Full Sail Capital
Oklahoma
$63.5M +$4.54M +89,647 +8%
BBNB
50
Baker Boyer National Bank
Washington
$63M -$1.01M -19,934 -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.