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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
EA
126
Enclave Advisors
Texas
$16.7M +$16.6M +327,561 New
GAG
127
Goodman Advisory Group
Massachusetts
$16.7M -$167K -3,301 -1%
UA
128
Unison Advisors
District of Columbia
$16.7M +$33.2K +656 +0.2%
HCM
129
Hengehold Capital Management
Ohio
$16.6M +$323K +6,375 +2%
LRIA
130
Leonard Rickey Investment Advisors
Washington
$16.6M +$127K +2,511 +0.8%
SP
131
Stairway Partners
Illinois
$16.4M +$466K +9,190 +3%
ERIM
132
Eagle Ridge Investment Management
Connecticut
$16.3M +$993K +19,597 +7%
Empower Advisory Group
133
Empower Advisory Group
Colorado
$16.1M +$777K +15,340 +5%
MWP
134
Moller Wealth Partners
$15.9M +$790K +15,591 +5%
AA
135
Atmos Advisory
Pennsylvania
$15.9M +$348K +6,870 +2%
Envestnet Portfolio Solutions
136
Envestnet Portfolio Solutions
Illinois
$15.9M -$1.56M -30,872 -9%
State of Wisconsin Investment Board
137
State of Wisconsin Investment Board
Wisconsin
$15.8M
Deutsche Bank
138
Deutsche Bank
Germany
$15.8M +$2.51M +49,572 +19%
BCM
139
Brookstone Capital Management
Illinois
$15.7M +$1.11M +21,963 +8%
BSSFA
140
Baron Silver Stevens Financial Advisors
Florida
$15.7M +$585K +11,536 +4%
DIA
141
Davidson Investment Advisors
Montana
$15.5M +$3.18M +62,686 +26%
CWM
142
Cahaba Wealth Management
Georgia
$15.4M +$131K +2,583 +0.9%
AC
143
Apella Capital
Connecticut
$15.4M +$388K +7,665 +3%
MLA
144
MB, Levis & Associates
Pennsylvania
$15.2M +$124K +2,445 +0.8%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$15.1M +$2.34M +46,219 +19%
FVWA
146
Foster Victor Wealth Advisors
South Carolina
$15M -$16.1K -317 -0.1%
OMC
147
Old Mission Capital
Illinois
$14.8M -$13.8M -272,368 -48%
EPM
148
Elm Partners Management
Pennsylvania
$14.8M -$4.76M -93,857 -24%
PWS
149
Physician Wealth Solutions
Nevada
$14.1M +$4.73M +93,249 +50%
KAS
150
Kestra Advisory Services
Texas
$14M -$7.62M -150,329 -35%

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.