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Vanguard Tax-Exempt Bond Index Fund
VTEB

1,083 hedge funds and large institutions have $24.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 484 increasing their positions, 330 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 67

47% more repeat investments, than reductions

Existing positions increased: 484 | Existing positions reduced: 330

3% more funds holding

Funds holding: 1,052 → 1,083 (+31)

1% more capital invested

Capital invested by funds: $24.6B → $24.8B (+$179M)

3% less call options, than puts

Call options by funds: $1.06M | Put options by funds: $1.09M

1.1% less ownership

Funds ownership: 76.48% → 75.38% (-1.1%)

5% less funds holding in top 10

Funds holding in top 10: 86 → 82 (-4)

Holders
1,083
Holders Change
+31
Holders Change %
+2.95%
% of All Funds
15.64%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.18%
New
110
Increased
484
Reduced
330
Closed
67
Calls
$1.06M
Puts
$1.09M
Net Calls
-$30K
Net Calls Change
+$3.01M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$1.53B
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$122M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$80.5M
4
Northern Trust
Northern Trust
Illinois
+$70.5M
5
Creative Planning
Creative Planning
Kansas
+$39.9M

Top Sellers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$189M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$145M
3
JP Morgan Chase
JP Morgan Chase
New York
-$113M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.7M
5
HDIM
Hanson & Doremus Investment Management
Vermont
-$40M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
951
Addison Advisors
Vermont
$234K – – –
SPWG
952
Syntegra Private Wealth Group
Missouri
$234K – – –
FP
953
Financial Perspectives
Minnesota
$234K – – –
PIM
954
Progressive Investment Management
Oregon
$233K +$233K +4,656 New
WAM
955
Weatherly Asset Management
California
$233K – – –
SLA
956
Silver Lake Advisory
Utah
$233K +$1.8K +36 +0.8%
FAM
957
Family Asset Management
South Carolina
$232K +$231K +4,624 New
OFG
958
Oxford Financial Group
Indiana
$230K – – –
HCM
959
Hudson Capital Management
New Jersey
$229K +$228K +4,565 New
CFG
960
Citizens Financial Group
Rhode Island
$229K +$228K +4,563 New
CNC
961
Citizens & Northern Corp
Pennsylvania
$228K – – –
HIMC
962
Heritage Investors Management Corp
Maryland
$225K – – –
MWM
963
Mattern Wealth Management
Kansas
$225K – – –
SRC
964
Shufro Rose & Co
New York
$224K -$30.1K -601 -12%
CWAG
965
Compton Wealth Advisory Group
Virginia
$224K +$1.65K +33 +0.7%
AWA
966
Archvest Wealth Advisors
California
$222K – – –
PW
967
Peninsula Wealth
California
$222K -$4.3K -86 -2%
YIA
968
YHB Investment Advisors
Connecticut
$221K +$10K +200 +5%
GA
969
Greenspring Advisors
Maryland
$220K +$1.55K +31 +0.7%
PFM
970
Peak Financial Management
Massachusetts
$219K – – –
GDP
971
Great Diamond Partners
Maine
$219K – – –
SP
972
Sequent Planning
Nebraska
$217K – – –
MFG
973
MidWestOne Financial Group
Iowa
$216K -$600K -12,000 -74%
LB
974
Legacy Bridge
Iowa
$212K – – –
DWM
975
Diversify Wealth Management
Utah
$211K +$208K +4,155 New
37 38
39
40 41

VTEB Hedge Fund Activity: Q2 2024 in Review

1,083 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q2 2024, worth a combined $24.8B — up 0.73% from $24.6B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new VTEB positions and 67 closed out — a net gain of 43 holders — while 484 added to existing stakes and 330 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $1.53B. The largest seller was D.E. Shaw & Co, exiting entirely with an estimated $189M sold.

  • 1,083 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q2 2024, up from 1,052 in Q1 2024.
  • Funds reported $24.8B of Vanguard Tax-Exempt Bond Index Fund stock for Q2 2024, up 0.73% quarter-over-quarter.
  • 110 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q2 2024 and 67 closed out, a net change of +43 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q2 2024 was Charles Schwab, an estimated $1.53B added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q2 2024 was D.E. Shaw & Co, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2024.