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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
AL
701
ADE LLC
Maryland
$805K
SKK
702
Shepherd Kaplan Krochuk
Massachusetts
$804K
SIC
703
Sigma Investment Counselors
Michigan
$799K
SEIA
704
Signature Estate & Investment Advisors
California
$799K +$2.99K +59 +0.4%
CWC
705
Carolinas Wealth Consulting
North Carolina
$795K +$62.2K +1,227 +9%
HWM
706
HB Wealth Management
Georgia
$795K +$60.6K +1,196 +8%
RTC
707
Riverview Trust Company
Washington
$794K
CMA
708
Cedar Mountain Advisors
Oregon
$793K +$786K +15,516 New
EWA
709
Elevate Wealth Advisory
Georgia
$793K +$520K +10,253 +195%
PA
710
Procyon Advisors
Connecticut
$790K +$72.7K +1,434 +10%
RC
711
Roundview Capital
New Jersey
$790K
NG
712
Norden Group
Utah
$785K +$127K +2,512 +20%
BDFN
713
Bond & Devick Financial Network
Minnesota
$779K -$82K -1,619 -10%
AIP
714
Ameritas Investment Partners
Nebraska
$772K +$7.3K +144 +1%
JCM
715
Janney Capital Management
Pennsylvania
$768K -$19.3K -380 -2%
ANBT
716
American National Bank & Trust
Texas
$762K -$24.2K -478 -3%
CCA
717
Checchi Capital Advisers
California
$746K +$25.7K +508 +4%
LA
718
LPF Advisors
Florida
$743K
JSW
719
Journey Strategic Wealth
New Jersey
$740K +$4.61K +91 +0.6%
APWM
720
Argonautica Private Wealth Management
Massachusetts
$738K -$52.6K -1,038 -7%
BPAMU
721
BTG Pactual Asset Management US
New York
$737K +$731K +14,423 New
FIB
722
First Interstate Bank
Montana
$734K +$727K +14,355 New
LSA
723
Lansing Street Advisors
Pennsylvania
$726K -$26.3K -518 -4%
SSWM
724
Sheets Smith Wealth Management
North Carolina
$725K +$719K +14,189 New
MWA
725
Moser Wealth Advisors
Washington
$721K

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.