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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
GAA
1001
Guardian Asset Advisors
Pennsylvania
$202K +$200K +3,950 New
MFWP
1002
Mosaic Family Wealth Partners
Missouri
$202K +$200K +3,949 New
PS
1003
Planned Solutions
California
$196K +$194K +3,835 New
LI
1004
LRI Investments
Florida
$188K +$9.88K +195 +5%
GWSA
1005
Global Wealth Strategies & Associates
Colorado
$186K +$184K +3,624 +18,120%
WB
1006
Webster Bank
Connecticut
$182K
RF
1007
Robinswood Financial
Washington
$181K
AA
1008
Addison Advisors
Vermont
$171K -$67.1K -1,325 -28%
AT
1009
Arlington Trust
Alabama
$171K
VCM
1010
Versant Capital Management
Arizona
$168K +$21K +415 +14%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$165K -$5.98K -118 -4%
SWC
1012
Spectrum Wealth Counsel
Indiana
$163K
BL
1013
BFSG LLC
California
$161K +$64.9K +1,280 +69%
OC
1014
Oakworth Capital
Alabama
$160K +$159K +3,139 New
FNWA
1015
Financial Network Wealth Advisors
Utah
$144K +$143K +2,818 New
BBPWM
1016
Blue Bell Private Wealth Management
Pennsylvania
$137K
SSB
1017
Sandy Spring Bank
Maryland
$135K
IAS
1018
IMA Advisory Services
Colorado
$133K +$132K +2,600 New
CI
1019
Cordant Inc
Oregon
$130K +$128K +2,535 New
DI
1020
DAGCO Inc
Ohio
$126K +$74.2K +1,465 +146%
SWA
1021
SOA Wealth Advisors
New York
$117K
CTC
1022
Central Trust Company
Missouri
$117K +$116K +2,284 New
CF
1023
Centaurus Financial
California
$106K +$51 +1 +0%
MPWT
1024
MassMutual Private Wealth & Trust
Connecticut
$97.3K -$752K -14,838 -89%
NFA
1025
Northwest Financial Advisors
Virginia
$97.1K +$96.3K +1,900 New

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.