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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
Invesco
1126
Invesco
Georgia
-$353K -7,039 Closed
BWM
1127
Baron Wealth Management
Michigan
-$352K -7,022 Closed
FTS
1128
Fifth Third Securities
Ohio
-$350K -6,987 Closed
FFP
1129
FourThought Financial Partners
Florida
-$337K -6,733 Closed
FAM
1130
Formidable Asset Management
Ohio
-$323K -6,443 Closed
VF
1131
Vawter Financial
Ohio
-$317K -6,335 Closed
TCWA
1132
Turtle Creek Wealth Advisors
Texas
-$309K -6,167 Closed
CIA
1133
Compass Ion Advisors
Pennsylvania
-$308K -6,084 Closed
FF
1134
Financial Futures
New Jersey
-$261K -5,215 Closed
TNBTD
1135
Trustmark National Bank Trust Department
Mississippi
-$261K -5,200 Closed
WI
1136
Wintrust Investments
Illinois
-$247K -4,935 Closed
IIC
1137
Ironwood Investment Counsel
Arizona
-$245K -4,898 Closed
MAWA
1138
Moss Adams Wealth Advisors
Washington
-$243K -4,839 Closed
HCM
1139
Hudson Capital Management
New Jersey
-$229K -4,565 Closed
CFG
1140
Citizens Financial Group
Rhode Island
-$229K -4,563 Closed
HIMC
1141
Heritage Investors Management Corp
Maryland
-$225K -4,500 Closed
CWAG
1142
Compton Wealth Advisory Group
Virginia
-$224K -4,469 Closed
LB
1143
Legacy Bridge
Iowa
-$212K -4,235 Closed
DWM
1144
Diversify Wealth Management
Utah
-$211K -4,155 Closed
MWM
1145
Maripau Wealth Management
Indiana
-$207K -4,135 Closed
First Trust Advisors
1146
First Trust Advisors
Illinois
-$203K -4,045 Closed
1832 Asset Management
1147
1832 Asset Management
Ontario, Canada
-$169K -3,367 Closed
CB
1148
Chris Bulman
California
-$153K -3,046 Closed
AWM
1149
Avior Wealth Management
Nebraska
-$140K -2,792 Closed
GI
1150
Gradient Investments
Minnesota
-$140K -2,788 Closed

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.