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Vanguard Tax-Exempt Bond Index Fund
VTEB

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: 1,083 → 1,101 (+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: 82 → 78 (-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

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$214M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$79.7M
3
Charles Schwab
Charles Schwab
California
+$50.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$48.6M
5
Northern Trust
Northern Trust
Illinois
+$46.9M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$173M
2
SW
Simplicity Wealth
New Jersey
-$70.8M
3
IAA
Independent Advisor Alliance
North Carolina
-$54.2M
4
Jane Street
Jane Street
New York
-$49.1M
5
Creative Planning
Creative Planning
Kansas
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAG
951
Bridgewealth Advisory Group
California
$272K – – –
EL
952
EWA LLC
Pennsylvania
$270K -$42.2K -832 -13%
AI
953
Accredited Investors
Minnesota
$270K -$4.81K -95 -2%
KSWA
954
Kathleen S. Wright Associates
Pennsylvania
$268K +$114K +2,247 +75%
KCM
955
Kanawha Capital Management
Virginia
$268K – – –
CIC
956
Cutler Investment Counsel
Oregon
$265K -$32.4K -640 -11%
SFG
957
Sovereign Financial Group
Connecticut
$265K -$4.26K -84 -2%
SAM
958
Summit Asset Management
Tennessee
$264K – – –
WCA
959
Waypoint Capital Advisors
Minnesota
$263K – – –
HSG
960
Helen Stephens Group
Texas
$261K – – –
RWM
961
RKL Wealth Management
Pennsylvania
$257K +$1.62K +32 +0.6%
TCM
962
TruNorth Capital Management
Michigan
$254K – – –
NCM
963
Northland Capital Management
Minnesota
$254K – – –
BIA
964
Barry Investment Advisors
Massachusetts
$252K +$250K +4,928 New
EWM
965
Empirical Wealth Management
Washington
$252K +$249K +4,920 New
SL
966
SWMG LLC
Texas
$249K +$251K +4,954 New
OBWG
967
Onyx Bridge Wealth Group
New York
$247K +$152 +3 +0.1%
LFAS
968
Level Four Advisory Services
Texas
$244K -$10.1K -200 -4%
B
969
Birchbrook
Maine
$241K – – –
BJL
970
Brighton Jones LLC
Washington
$239K -$271K -5,352 -53%
SPWG
971
Syntegra Private Wealth Group
Missouri
$239K – – –
FP
972
Financial Perspectives
Minnesota
$238K – – –
PIM
973
Progressive Investment Management
Oregon
$238K – – –
WAM
974
Weatherly Asset Management
California
$238K – – –
FAM
975
Family Asset Management
South Carolina
$236K -$760 -15 -0.3%
37 38
39
40 41

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.