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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$1.53B |
| 2 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$122M |
| 3 |
Wealthfront Advisers
Palo Alto,
California
|
+$80.5M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$70.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$39.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$189M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$145M |
| 3 |
JP Morgan Chase
New York
|
-$113M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.7M |
| 5 |
HDIM
Hanson & Doremus Investment Management
Burlington,
Vermont
|
-$40M |
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.