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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
WAAG
526
Wealth Alliance Advisory Group
Kansas
$1.68M -$22.6K -445 -1%
GA
527
GSG Advisors
New Jersey
$1.66M +$8.62K +170 +0.5%
FWIA
528
Fort Washington Investment Advisors
Ohio
$1.64M -$101K -2,000 -6%
CWAF
529
Core Wealth Advisors (Florida)
Florida
$1.64M -$949K -18,720 -37%
AIP
530
Almanack Investment Partners
Pennsylvania
$1.64M -$122K -2,407 -7%
AAS
531
Ameritas Advisory Services
Nebraska
$1.63M -$184K -3,627 -10%
MAC
532
Mason & Associates (California)
California
$1.63M +$390K +7,701 +32%
VBWMG
533
Von Berge Wealth Management Group
California
$1.62M +$37.4K +738 +2%
BBWP
534
Beacon Bridge Wealth Partners
Pennsylvania
$1.61M +$252K +4,964 +19%
CWS
535
Cypress Wealth Services
California
$1.61M -$6.28K -124 -0.4%
DAS
536
Diversify Advisory Services
Utah
$1.61M -$279K -5,497 -15%
FHA
537
Flagship Harbor Advisors
Massachusetts
$1.58M +$45.3K +894 +3%
HA
538
Hanover Advisors
South Carolina
$1.56M -$15.8K -311 -1%
HWA
539
HHM Wealth Advisors
Tennessee
$1.54M +$378K +7,462 +33%
PFA
540
Petra Financial Advisors
Colorado
$1.54M -$25.7K -507 -2%
MAM
541
MMA Asset Management
Pennsylvania
$1.54M +$803K +15,852 +106%
ME
542
McIlrath & Eck
Washington
$1.54M +$203K +4,013 +15%
PAA
543
Peregrine Asset Advisers
Oregon
$1.53M -$50.7K -1,000 -3%
IPW
544
Intergy Private Wealth
Colorado
$1.52M +$4.81K +95 +0.3%
WP
545
WealthShield Partners
North Carolina
$1.52M -$2.89K -57 -0.2%
JBA
546
Johnson Bixby & Associates
Washington
$1.52M +$1.88K +37 +0.1%
MSWM
547
McGlone Suttner Wealth Management
Wisconsin
$1.51M -$841K -16,590 -36%
AFS
548
Annapolis Financial Services
Maryland
$1.51M +$2.74K +54 +0.2%
CA
549
Continuum Advisory
Idaho
$1.5M +$173K +3,414 +13%
DWP
550
Daymark Wealth Partners
Ohio
$1.48M +$451K +8,909 +44%

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.