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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
FWA
901
FSC Wealth Advisors
New York
$339K +$7.96K +157 +2%
PWM
902
Penobscot Wealth Management
Maine
$334K +$1.77K +35 +0.5%
BFA
903
BBJS Financial Advisors
Washington
$325K +$2.48K +49 +0.8%
BIP
904
Blueprint Investment Partners
North Carolina
$323K +$321K +6,325 New
SPC
905
Sigma Planning Corp
Michigan
$323K -$27K -533 -8%
MCM
906
MidAtlantic Capital Management
Virginia
$322K
FFN
907
Focus Financial Network
Minnesota
$320K
MAG
908
Mayfair Advisory Group
Alabama
$315K
SG
909
StoneX Group
New York
$314K -$13.6K -268 -4%
GWMIA
910
Global Wealth Management Investment Advisory
Florida
$308K
ST
911
Sabal Trust
Florida
$307K
SFS
912
Sharp Financial Services
Pennsylvania
$307K -$101K -2,000 -25%
WFA
913
Wells Financial Advisors
Massachusetts
$307K
SCA
914
Snowden Capital Advisors
New York
$305K +$253 +5 +0.1%
DWM
915
Dakota Wealth Management
Florida
$303K +$38.4K +758 +15%
WCP
916
Wick Capital Partners
Pennsylvania
$303K
CA
917
Calton & Associates
Florida
$302K +$963 +19 +0.3%
FFG
918
Frisch Financial Group
New York
$302K -$51 -1 -0%
DWM
919
Dogwood Wealth Management
Kansas
$299K -$16.3K -321 -5%
FAFN
920
First Affirmative Financial Network
Colorado
$298K +$963 +19 +0.3%
NWAG
921
Net Worth Advisory Group
Utah
$298K +$296K +5,834 New
LIA
922
Lynx Investment Advisory
District of Columbia
$296K -$8.31K -164 -3%
CAMG
923
CWA Asset Management Group
Florida
$295K +$292K +5,764 New
GLA
924
Good Life Advisors
Pennsylvania
$294K -$54.7K -1,079 -16%
FCFC
925
First Citizens Financial Corp
Iowa
$294K

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.