We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

1,221 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 547 increasing their positions, 339 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 58

61% more repeat investments, than reductions

Existing positions increased: 547 | Existing positions reduced: 339

32% more funds holding in top 10

Funds holding in top 10: 78 → 103 (+25)

11% more funds holding

Funds holding: 1,101 → 1,221 (+120)

3% more capital invested

Capital invested by funds: $25.9B → $26.5B (+$660M)

0% less ownership

Funds ownership: 74.4% → 74.39% (-0%)

73% less call options, than puts

Call options by funds: $1.12M | Put options by funds: $4.2M

Holders
1,221
Holders Change
+120
Holders Change %
+10.9%
% of All Funds
16.08%
Holding in Top 10
103
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+32.05%
% of All Funds
1.36%
New
194
Increased
547
Reduced
339
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$203M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$117M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$111M
4
Franklin Resources
Franklin Resources
California
+$71.8M
5
Charles Schwab
Charles Schwab
California
+$56.5M

Top Sellers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
-$357M
2
MIS
Morningstar Investment Services
Illinois
-$60M
3
RWM
Rockwood Wealth Management
Pennsylvania
-$27.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.4M
5
Renaissance Technologies
Renaissance Technologies
New York
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1101
Truepoint Inc
Ohio
$206K +$208K +4,114 New
AFG
1102
Albion Financial Group
Utah
$206K – – –
MA
1103
MCF Advisors
Kentucky
$205K -$1.13M -22,314 -85%
PFBT
1104
Parkside Financial Bank & Trust
Missouri
$203K +$41.1K +812 +25%
LBC
1105
Lowe Brockenbrough & Co
Virginia
$201K -$202K -4,000 -50%
CT
1106
Colonial Trust
South Carolina
$200K +$144K +2,851 +250%
LI
1107
LRI Investments
Florida
$199K +$11.1K +219 +6%
FP
1108
Financial Perspectives
Minnesota
$184K -$50.6K -1,000 -21%
GWSA
1109
Global Wealth Strategies & Associates
Colorado
$183K – – –
WB
1110
Webster Bank
Connecticut
$178K – – –
RF
1111
Robinswood Financial
Washington
$178K – – –
AA
1112
Addison Advisors
Vermont
$168K – – –
AT
1113
Arlington Trust
Alabama
$168K – – –
SIM
1114
Synergy Investment Management
Florida
$168K +$169K +3,351 New
VCM
1115
Versant Capital Management
Arizona
$166K +$1.21K +24 +0.7%
HI
1116
Hendershot Investments
Virginia
$166K -$386K -7,634 -70%
WT
1117
Whittier Trust
California
$165K -$122K -2,406 -42%
RLIM
1118
Red Lighthouse Investment Management
New York
$165K +$166K +3,284 New
AP
1119
Aspect Partners
Virginia
$162K +$163K +3,233 New
SWC
1120
Spectrum Wealth Counsel
Indiana
$159K – – –
SSB
1121
Sandy Spring Bank
Maryland
$152K +$19.5K +385 +15%
FNWA
1122
Financial Network Wealth Advisors
Utah
$141K – – –
BBPWM
1123
Blue Bell Private Wealth Management
Pennsylvania
$134K – – –
AWM
1124
Avior Wealth Management
Nebraska
$123K +$124K +2,448 New
EPW
1125
Evergreen Private Wealth
Colorado
$122K +$123K +2,436 New
43 44
45
46 47

VTEB Hedge Fund Activity: Q4 2024 in Review

1,221 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard Tax-Exempt Bond Index Fund (VTEB) for Q4 2024, worth a combined $26.5B — up 2.6% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new VTEB positions and 58 closed out — a net gain of 136 holders — while 547 added to existing stakes and 339 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $203M. The largest seller was Wealthfront Advisers, cutting an estimated $357M.

  • 1,221 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q4 2024, up from 1,101 in Q3 2024.
  • Funds reported $26.5B of Vanguard Tax-Exempt Bond Index Fund stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 194 funds opened new Vanguard Tax-Exempt Bond Index Fund positions in Q4 2024 and 58 closed out, a net change of +136 holders.
  • The largest Vanguard Tax-Exempt Bond Index Fund buyer in Q4 2024 was JP Morgan Chase, an estimated $203M added.
  • The largest Vanguard Tax-Exempt Bond Index Fund seller in Q4 2024 was Wealthfront Advisers, an estimated $357M sold.

Based on aggregated 13F filings for Q4 2024.