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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
BC
476
Brio Consultants
California
$2M +$1.12M +22,003 +129%
GMA
477
Glassy Mountain Advisors
Maryland
$1.99M +$25.8K +510 +1%
FCI
478
Financial Counselors Inc
Kansas
$1.99M +$141K +2,789 +8%
FCP
479
Fidelis Capital Partners
Florida
$1.96M +$1.98M +39,097 New
EGA
480
Eagle Global Advisors
Texas
$1.95M
CB
481
Commerce Bank
Missouri
$1.95M
MSFS
482
Main Street Financial Solutions
Pennsylvania
$1.94M +$86.3K +1,702 +5%
LPP
483
Life Planning Partners
Florida
$1.93M -$110K -2,165 -5%
SSW
484
Stone Summit Wealth
Florida
$1.93M -$1.01K -20 -0.1%
LWANC
485
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M +$456K +9,002 +31%
LFG
486
Lazard Frères Gestion
France
$1.92M
OWM
487
Opes Wealth Management
California
$1.92M +$142K +2,795 +8%
CW
488
CreativeOne Wealth
Kansas
$1.91M +$419K +8,274 +28%
FPF
489
First Pacific Financial
Washington
$1.9M +$288K +5,690 +18%
NGA
490
Naples Global Advisors
Florida
$1.9M -$57.8K -1,140 -3%
CAM
491
Cresset Asset Management
Illinois
$1.89M +$3.09K +61 +0.2%
BDF
492
Black Diamond Financial
Maryland
$1.89M
AWA
493
Aletheian Wealth Advisors
Washington
$1.89M -$43.3K -855 -2%
FB
494
Fulton Bank
Pennsylvania
$1.88M +$462K +9,118 +33%
MCM
495
Mattern Capital Management
Colorado
$1.87M +$1.4M +27,621 +311%
KCIC
496
Kuhn & Co Investment Counsel
Illinois
$1.86M +$70.8K +1,397 +4%
EFG
497
Everhart Financial Group
Ohio
$1.86M -$68.1K -1,344 -4%
MC
498
Middleton & Co
Massachusetts
$1.86M
SI
499
Stephens Inc
Arkansas
$1.85M +$39.5K +780 +2%
EB
500
Emprise Bank
Kansas
$1.85M +$1.22M +24,130 +200%

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.