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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
BBHC
1026
Brown Brothers Harriman & Co
New York
$93.3K
TFGT
1027
TS Financial Group (TSFG)
Illinois
$92K
EB
1028
Eastern Bank
Massachusetts
$85.6K +$84.8K +1,674 New
CLOS
1029
Compagnie Lombard Odier SCmA
Switzerland
$81.1K +$80.4K +1,586 New
LFA
1030
LGT Financial Advisors
Texas
$78.4K
HT
1031
Headlands Technologies
Illinois
$77.9K +$77.2K +1,524 New
TWC
1032
TD Waterhouse Canada
Ontario, Canada
$76.7K -$132K -2,600 -63%
BTI
1033
Blue Trust Inc
Georgia
$75.3K -$57.6K -1,136 -43%
CAM
1034
Chesapeake Asset Management
New York
$70.7K +$16.2K +319 +30%
PAG
1035
Paladin Advisory Group
Iowa
$67.8K +$5.12K +101 +8%
BF
1036
BOK Financial
Oklahoma
$62.8K
LFG
1037
Larson Financial Group
Missouri
$59.2K -$54.3K -1,072 -48%
MAM
1038
Marquette Asset Management
Minnesota
$58.5K +$58K +1,145 New
MFT
1039
Moisand Fitzgerald Tamayo
Florida
$58.3K +$32.8K +648 +131%
CT
1040
Colonial Trust
South Carolina
$58.3K +$14K +277 +32%
RA
1041
Rise Advisors
New York
$56.2K +$39.1K +771 +235%
VAMG
1042
Voisard Asset Management Group
Michigan
$55.9K +$5.68K +112 +11%
FMII
1043
Farmers & Merchants Investments Inc
Nebraska
$55.2K
RA
1044
Ransom Advisory
Rhode Island
$51.1K +$50.7K +1,000 New
CSB
1045
City State Bank
Iowa
$50.7K
HGERS
1046
Householder Group Estate & Retirement Specialist
Arizona
$49K +$6.13K +121 +14%
VWWMG
1047
Vermillion & White Wealth Management Group
Pennsylvania
$47.8K -$253 -5 -0.5%
EBA
1048
Eagle Bay Advisors
New York
$45.8K
FFC
1049
First Financial Corp
Indiana
$39.6K
IRC
1050
Investors Research Corp
Georgia
$38.3K +$5.52K +109 +17%

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.