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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
ACA
51
Ackerman Capital Advisors
Texas
$62.2M -$433K -8,543 -0.7%
CAG
52
Crestwood Advisors Group
Massachusetts
$60.9M +$726K +14,323 +1%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$60.7M +$1.19M +23,486 +2%
WPW
54
Waldron Private Wealth
Pennsylvania
$59.4M +$249K +4,921 +0.4%
Bank of New York Mellon
55
Bank of New York Mellon
New York
$57.1M +$6.57M +129,675 +13%
SC
56
Savant Capital
Illinois
$56.7M +$2.33M +46,067 +4%
WPC
57
Wedmont Private Capital
Pennsylvania
$54M +$7.76M +153,051 +17%
AWE
58
Avidian Wealth Enterprises
Texas
$53.8M +$2.27M +44,813 +4%
MML Investors Services
59
MML Investors Services
Massachusetts
$53.6M +$2.51M +49,468 +5%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$53.6M -$2.9M -57,165 -5%
RFC
61
Regions Financial Corp
Alabama
$52.4M -$10.8K -214 -0%
TSW
62
Thompson Siegel & Walmsley
Virginia
$51.1M +$1.93M +38,136 +4%
WFA
63
West Financial Advisors
Iowa
$49.5M +$1.96M +38,699 +4%
BHWM
64
Beaird Harris Wealth Management
Texas
$48.5M +$2.86M +56,472 +6%
MG
65
Mather Group
Illinois
$48M +$1.3M +25,698 +3%
Renaissance Technologies
66
Renaissance Technologies
New York
$44.4M +$13.8M +271,646 +45%
Goldman Sachs
67
Goldman Sachs
New York
$44.4M +$1.31M +25,851 +3%
SB
68
Sunflower Bank
Texas
$42.3M +$2.85M +56,165 +7%
FG
69
Foster Group
Iowa
$42.2M -$1.47M -28,918 -3%
CC
70
Callan Capital
California
$41.9M +$88.9K +1,754 +0.2%
Financial Engines Advisors
71
Financial Engines Advisors
California
$41.4M +$5.17M +101,947 +14%
IWC
72
Integrated Wealth Concepts
Massachusetts
$41M +$2.11M +41,585 +5%
JWA
73
JFS Wealth Advisors
Pennsylvania
$40.7M +$7.98M +157,556 +25%
BWP
74
BSW Wealth Partners
Colorado
$39.9M +$1.41M +27,740 +4%
EWA
75
EP Wealth Advisors
California
$39.5M +$2.35M +46,464 +6%

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.