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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
BBA
726
Braun-Bostich & Associates
Pennsylvania
$714K +$60K +1,183 +9%
EWS
727
Eagle Wealth Strategies
New Jersey
$712K +$2.23K +44 +0.3%
SAM
728
S.A. Mason
Michigan
$704K
BP
729
BWM Planning
Texas
$704K +$698K +13,767 New
AFGAS
730
Allegiance Financial Group Advisory Services
Virginia
$700K -$111K -2,188 -14%
BIM
731
Breakwater Investment Management
Washington
$696K
SMA
732
Sage Mountain Advisors
Georgia
$696K +$690K +13,609 New
NC
733
NewSquare Capital
Pennsylvania
$692K -$59.4K -1,172 -8%
GFWA
734
Grey Fox Wealth Advisors
Delaware
$690K -$256K -5,056 -27%
IWA
735
Icon Wealth Advisors
Texas
$689K +$481K +9,486 +237%
MWP
736
Madison Wealth Partners
Wisconsin
$687K +$9.93K +196 +1%
ZF
737
Zhang Financial
Michigan
$687K +$1.42K +28 +0.2%
NW
738
NewEdge Wealth
Pennsylvania
$686K +$179K +3,531 +36%
CCFM
739
Clear Creek Financial Management
Washington
$684K +$70K +1,381 +12%
BF
740
Blankinship & Foster
California
$678K +$5.17K +102 +0.8%
RFP
741
Root Financial Partners
California
$676K +$670K +13,228 New
ML
742
Mayport LLC
Massachusetts
$676K -$31.9K -630 -5%
UAG
743
United Advisor Group
Ohio
$671K -$160K -3,151 -19%
DFA
744
DHJJ Financial Advisors
Illinois
$670K -$98.6K -1,945 -13%
WOSD
745
WFA of San Diego
California
$668K +$47.7K +942 +8%
BFP
746
Brewster Financial Planning
New York
$665K +$182K +3,590 +38%
WMA
747
West Michigan Advisors
Michigan
$663K +$862 +17 +0.1%
SW
748
SlateStone Wealth
Florida
$662K +$1.77K +35 +0.3%
SCA
749
Scott Capital Advisors
Oregon
$662K +$65.1K +1,285 +11%
APIM
750
Agate Pass Investment Management
Washington
$659K +$62.9K +1,242 +11%

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.