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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
RFP
151
Roth Financial Partners
Texas
$14M +$440K +8,685 +3%
GBT
152
Grove Bank & Trust
Florida
$13.8M +$259K +5,112 +2%
Citadel Advisors
153
Citadel Advisors
Florida
$13.7M +$12.3M +243,516 +977%
AFG
154
ABLE Financial Group
Arizona
$13.7M +$4.68M +92,438 +53%
NOI
155
Newton One Investments
Delaware
$13.7M +$2.53M +49,846 +23%
RJT
156
Raymond James Trust
Florida
$13.7M +$896K +17,688 +7%
PPP
157
Private Portfolio Partners
New Jersey
$13.2M +$13.1M +258,684 New
SF
158
Summit Financial
New Jersey
$13.1M +$5.78M +114,011 +80%
ONB
159
Old National Bancorp
Indiana
$13.1M +$2.79M +55,067 +27%
DP
160
Divergent Planning
Maryland
$13.1M +$1.11M +21,855 +9%
CPA
161
Cardiff Park Advisors
California
$12.9M -$38.6K -761 -0.3%
PWM
162
Perigon Wealth Management
California
$12.9M -$144K -2,836 -1%
Pathstone Holdings
163
Pathstone Holdings
New Jersey
$12.9M +$5.27M +104,050 +70%
BF
164
Brooklyn FI
New York
$12.9M +$1.76M +34,822 +16%
Brown Advisory
165
Brown Advisory
Maryland
$12.8M -$1.6M -31,606 -11%
CFO
166
Colony Family Offices
North Carolina
$12.8M +$1.38M +27,289 +12%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$12.6M +$1M +19,799 +9%
EAM
168
Evanson Asset Management
California
$12.6M +$3.75K +74 +0%
FM
169
Foster & Motley
Ohio
$12.4M +$236K +4,654 +2%
AI
170
Atria Investments
North Carolina
$12.3M -$5.32M -104,936 -30%
SOAG
171
Silver Oak Advisory Group
Oregon
$12.2M +$158K +3,127 +1%
SSA
172
Schonfeld Strategic Advisors
New York
$12.1M +$12M +236,631 New
VFP
173
Verus Financial Partners
Virginia
$11.7M +$287K +5,670 +3%
AHC
174
Anderson Hoagland & Co
Missouri
$11.6M +$690K +13,622 +6%
PAG
175
Private Advisor Group
New Jersey
$11.5M +$637K +12,565 +6%

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.