We are live on ! Find out more
VTEB icon

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
RFP
501
RCS Financial Planning
Maryland
$1.85M +$73.7K +1,454 +4%
HWP
502
Highline Wealth Partners
California
$1.84M -$35.5K -700 -2%
LFA
503
Legacy Financial Advisors
Kentucky
$1.84M -$14K -276 -0.8%
OAJ
504
Ogorek Anthony Joseph
New York
$1.82M -$1.14M -22,488 -39%
BMCM
505
Bryn Mawr Capital Management
Pennsylvania
$1.82M -$304K -6,000 -14%
WLIM
506
White Lighthouse Investment Management
Massachusetts
$1.8M +$144K +2,835 +9%
DJSG
507
D.J. St. Germain
Massachusetts
$1.79M +$120K +2,368 +7%
TCM
508
Twele Capital Management
Minnesota
$1.77M +$44.3K +874 +3%
RW
509
Regimen Wealth
Georgia
$1.77M +$13.6K +269 +0.8%
EIA
510
Eldridge Investment Advisors
New Hampshire
$1.77M +$442K +8,716 +34%
WIC
511
Whitegate Investment Counselors
New Hampshire
$1.75M -$163K -3,220 -9%
RIA
512
Regal Investment Advisors
Michigan
$1.74M -$25.1K -496 -1%
JWCA
513
J.W. Cole Advisors
Florida
$1.73M +$22.4K +443 +1%
CPIG
514
Chicago Partners Investment Group
Illinois
$1.72M -$1.05M -20,658 -38%
TF
515
Theory Financial
Colorado
$1.72M +$170K +3,350 +11%
MA
516
Mutual Advisors
Nebraska
$1.72M -$2.1M -41,475 -55%
KPP
517
Kings Path Partners
Texas
$1.71M +$44.7K +882 +3%
VFIC
518
Valley Forge Investment Consultants
Pennsylvania
$1.71M +$1.26M +24,916 +294%
HP
519
Hilltop Partners
Indiana
$1.71M -$179K -3,538 -10%
CL
520
Choreo LLC
Illinois
$1.7M +$464K +9,148 +38%
SFS
521
Sowell Financial Services
Arkansas
$1.7M -$4.05K -80 -0.2%
WAL
522
W Advisors LLC
Tennessee
$1.7M -$145K -2,854 -8%
FCH
523
Freestone Capital Holdings
Washington
$1.69M -$30.7K -605 -2%
DWM
524
Drive Wealth Management
Utah
$1.69M -$223K -4,396 -12%
PB
525
Pinnacle Bancorp
Nebraska
$1.68M +$65.3K +1,289 +4%

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.