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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
CIA
1051
Cape Investment Advisory
Georgia
$35.7K +$4.61K +91 +15%
KHC
1052
Koesten Hirschmann & Crabtree
Kansas
$33.2K +$32.9K +650 New
WWP
1053
WR Wealth Planners
Missouri
$32.8K +$32.5K +642 New
OA
1054
Operose Advisors
Wisconsin
$32.3K -$701K -13,841 -96%
DF
1055
Dunhill Financial
United Kingdom
$31.8K
MHR
1056
Matthew Hamilton Rosenberg
$31.2K
FCAS
1057
First Command Advisory Services
Texas
$31K +$28.8K +569 +1,497%
CH
1058
Canton Hathaway
Rhode Island
$31K
BWL
1059
Bogart Wealth LLC
Virginia
$29.5K +$28.3K +559 +2,942%
SHF
1060
Safe Harbor Fiduciary
Florida
$29K +$28.7K +567 New
NB
1061
NBT Bank
New York
$28.6K +$28.4K +560 New
PMFA
1062
Plante Moran Financial Advisors
Michigan
$27.4K
MCA
1063
Maryland Capital Advisors
Maryland
$24K
FMTCOCP
1064
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
CAS
1065
Coppell Advisory Solutions
Texas
$21.6K +$11.4K +225 +114%
WWM
1066
Wolff Wiese Magana
California
$21.5K +$4.31K +85 +25%
C
1067
Covestor
United Kingdom
$21K -$6.59K -130 -24%
1IA
1068
1620 Investment Advisors
Massachusetts
$20.4K
CSWM
1069
Cassady Schiller Wealth Management
Ohio
$20.4K
GWSG
1070
GPS Wealth Strategies Group
Colorado
$20K +$101 +2 +0.5%
ZRP
1071
Zynergy Retirement Planning
New Jersey
$19.3K
CA
1072
Claris Advisors
Missouri
$19.2K +$19K +375 New
VWM
1073
Valley Wealth Managers
New Jersey
$18.6K
SAM
1074
Smartleaf Asset Management
Massachusetts
$16.1K
CPG
1075
Cornerstone Planning Group
New Jersey
$16K +$51 +1 +0.3%

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.