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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
WANY
76
Wealthspire Advisors (New York)
New York
$38.2M +$5.57M +109,850 +17%
HIG
77
Heritage Investment Group
Florida
$37.6M -$510K -10,060 -1%
RWM
78
Rockwood Wealth Management
Pennsylvania
$36.7M +$3.87M +76,379 +12%
MWM
79
Merriman Wealth Management
Washington
$36.2M -$1.81M -35,750 -5%
KIM
80
Kestra Investment Management
Texas
$36M +$10.9M +214,638 +44%
G
81
GenTrust
Florida
$36M +$5.23M +103,265 +17%
M&T Bank
82
M&T Bank
New York
$35.9M +$291K +5,740 +0.8%
OCM
83
One Capital Management
California
$35.8M -$1.26M -24,896 -3%
PCM
84
Passive Capital Management
Maryland
$34.8M -$14.6K -288 -0%
KOC
85
Koss-Olinger Consulting
Florida
$34.3M -$298K -5,878 -0.9%
WCWM
86
Willow Creek Wealth Management
California
$33.8M +$31.2K +616 +0.1%
ASW
87
Astoria Strategic Wealth
Texas
$33.6M +$33.4M +658,205 New
MWM
88
Modera Wealth Management
New Jersey
$33.5M -$392K -7,737 -1%
AIM
89
Allen Investment Management
New York
$32.7M -$1.84M -36,215 -5%
BFC
90
Bedel Financial Consulting
Indiana
$31.8M +$185K +3,648 +0.6%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$30.6M -$4.92M -97,111 -14%
Truist Financial
92
Truist Financial
North Carolina
$30.1M +$1.69M +33,315 +6%
AF
93
Allworth Financial
California
$28.8M +$2.34M +46,155 +9%
NAS
94
Nicolet Advisory Services
Wisconsin
$28M +$897K +17,696 +3%
PFPT
95
Pinnacle Financial Partners (Tennessee)
Tennessee
$28M +$917K +18,094 +3%
BPA
96
Beacon Pointe Advisors
California
$26.5M -$482K -9,507 -2%
BFA
97
Bragg Financial Advisors
North Carolina
$26.2M +$1.35M +26,686 +5%
SL
98
Salomon & Ludwin
Virginia
$25.6M +$2.68M +52,981 +12%
BOH
99
Bank of Hawaii
Hawaii
$25.4M +$921K +18,179 +4%
HSA
100
HBK Sorce Advisory
Pennsylvania
$25.2M +$3.26M +64,413 +15%

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.