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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
SMC
976
Smith, Moore & Co
Missouri
$210K -$46.6K -932 -18%
FIA
977
Foundations Investment Advisors
Arizona
$208K -$282K -5,638 -58%
MWM
978
Maripau Wealth Management
Indiana
$207K +$207K +4,135 New
AFG
979
Albion Financial Group
Utah
$205K – – –
TWC
980
TD Waterhouse Canada
Ontario, Canada
$205K +$205K +4,100 New
First Trust Advisors
981
First Trust Advisors
Illinois
$203K +$202K +4,045 New
IWA
982
Icon Wealth Advisors
Texas
$202K -$467K -9,325 -70%
WDG
983
Wealth Dimensions Group
Ohio
$202K +$202K +4,038 New
CB
984
Cadence Bank
Mississippi
$202K +$1.55K +31 +0.8%
WAM
985
Walker Asset Management
Missouri
$200K – – –
WB
986
Webster Bank
Connecticut
$178K – – –
LI
987
LRI Investments
Florida
$178K +$6.05K +121 +4%
RF
988
Robinswood Financial
Washington
$177K – – –
IAIM
989
International Assets Investment Management
Florida
$175K +$175K +3,498 New
1832 Asset Management
990
1832 Asset Management
Ontario, Canada
$169K +$168K +3,367 New
AT
991
Arlington Trust
Alabama
$168K – – –
CT
992
Caldwell Trust
Florida
$168K – – –
PFBT
993
Parkside Financial Bank & Trust
Missouri
$168K +$127K +2,534 +312%
SWC
994
Spectrum Wealth Counsel
Indiana
$159K – – –
CB
995
Chris Bulman
California
$153K +$152K +3,046 New
KSWA
996
Kathleen S. Wright Associates
Pennsylvania
$150K +$150K +3,000 New
VCM
997
Versant Capital Management
Arizona
$144K -$78.2K -1,562 -35%
AWM
998
Avior Wealth Management
Nebraska
$140K -$79.2K -1,583 -36%
GI
999
Gradient Investments
Minnesota
$140K +$140K +2,788 New
BBPWM
1000
Blue Bell Private Wealth Management
Pennsylvania
$134K +$133K +2,650 +12,045%
38 39
40
41 42

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.