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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
BAMG
826
Brand Asset Management Group
Missouri
$486K +$41.3K +815 +9%
AWM
827
Act Wealth Management
Texas
$486K +$481K +9,500 New
USCWA
828
U.S. Capital Wealth Advisors
Texas
$483K -$45.2K -892 -9%
SAM
829
Sawgrass Asset Management
Florida
$483K +$200K +3,940 +72%
SC
830
Sinecera Capital
Texas
$480K +$476K +9,389 New
HI
831
Hudock Inc
Pennsylvania
$478K
DADC
832
D.A. Davidson & Co
Montana
$475K +$232K +4,584 +97%
HWA
833
HCR Wealth Advisors
California
$475K
GSWM
834
Greenup Street Wealth Management
Michigan
$475K +$57.7K +1,139 +14%
HBT
835
Hills Bank & Trust
Iowa
$474K +$470K +9,275 New
RT
836
Rockland Trust
Massachusetts
$474K
NHC
837
Nicholas Hoffman & Company
Georgia
$471K +$63.3K +1,249 +16%
PCIG
838
Partners Capital Investment Group
Massachusetts
$466K +$1.01K +20 +0.2%
SWM
839
Seaside Wealth Management
California
$461K
RWB
840
RMR Wealth Builders
New Jersey
$461K
AWP
841
Ascent Wealth Partners
New York
$454K -$65.4K -1,291 -13%
RBFC
842
Roman Butler Fullerton & Co
Missouri
$454K +$201K +3,962 +80%
AWM
843
Accurate Wealth Management
Florida
$453K -$12.9K -255 -3%
D
844
Diversified
Delaware
$447K -$66.7K -1,316 -13%
DE
845
Diversified Enterprises
Delaware
$447K +$443K +8,737 New
HWM
846
Horizons Wealth Management
North Carolina
$435K
WG
847
Wealth Group
North Carolina
$435K -$4.26K -84 -1%
BWA
848
BlueChip Wealth Advisors
Georgia
$432K +$68.6K +1,353 +19%
FNC
849
First National Corp
Massachusetts
$431K -$42.4K -837 -9%
RDFA
850
Ritter Daniher Financial Advisory
Ohio
$429K

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.