Vanguard Tax-Exempt Bond Index Fund
VTEB
1,221 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 547 increasing their positions, 339 reducing their positions, and 58 closing their positions.
234% more first-time investments, than exits
New positions opened: 194 | Existing positions closed: 58
61% more repeat investments, than reductions
Existing positions increased: 547 | Existing positions reduced: 339
32% more funds holding in top 10
Funds holding in top 10: 78 → 103 (+25)
11% more funds holding
Funds holding: 1,101 → 1,221 (+120)
3% more capital invested
Capital invested by funds: $25.9B → $26.5B (+$660M)
0% less ownership
Funds ownership: 74.4% → 74.39% (-0%)
73% less call options, than puts
Call options by funds: $1.12M | Put options by funds: $4.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$203M |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$117M |
| 3 |
D.E. Shaw & Co
New York
|
+$111M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$71.8M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$56.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$357M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$60M |
| 3 |
RWM
Rockwood Wealth Management
New Hope,
Pennsylvania
|
-$27.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$22.4M |
| 5 |
Renaissance Technologies
New York
|
-$19M |
VTEB Hedge Fund Activity: Q4 2024 in Review
1,221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q4 2024, worth a combined $26.5B — up 2.6% from $25.9B a quarter earlier.
Buyers outnumbered sellers: 194 funds opened new VTEB positions and 58 closed out — a net gain of 136 holders — while 547 added to existing stakes and 339 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $203M. The largest seller was Wealthfront Advisers, cutting an estimated $357M.
- 1,221 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q4 2024, up from 1,101 in Q3 2024.
- Funds reported $26.5B of Vanguard Tax-Exempt Bond Index Fund stock for Q4 2024, up 2.6% quarter-over-quarter.
- 194 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q4 2024 and 58 closed out, a net change of +136 holders.
- The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q4 2024 was JP Morgan Chase, an estimated $203M added.
- The largest Vanguard Tax-Exempt Bond Index Fund seller in Q4 2024 was Wealthfront Advisers, an estimated $357M sold.
Based on aggregated 13F filings for Q4 2024.