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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
PIFP
176
Partners in Financial Planning
Virginia
$11.3M +$215K +4,245 +2%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$11.3M +$812K +16,031 +8%
TCBWMS
178
Texas Capital Bank Wealth Management Services
Texas
$11.3M +$2.4M +47,337 +27%
RGC
179
Roberts, Glore & Co
Illinois
$11.2M -$247K -4,870 -2%
PP
180
PDS Planning
Ohio
$11.1M +$16.1K +318 +0.1%
Comerica Bank
181
Comerica Bank
Texas
$11M +$389K +7,668 +4%
TC
182
Tenret Company
Florida
$10.8M +$210K +4,142 +2%
SA
183
Stewardship Advisors
Pennsylvania
$10.7M -$550K -10,856 -5%
ST
184
Smithfield Trust
Pennsylvania
$10.6M -$1.09M -21,565 -9%
SFA
185
Seneca Financial Advisors
New York
$10.6M +$956K +18,864 +10%
BCM
186
Blume Capital Management
California
$10.5M +$34.5K +680 +0.3%
FCM
187
Firestone Capital Management
Florida
$10.3M +$97.9K +1,932 +1%
CAM
188
Clark Asset Management
New Hampshire
$10.2M +$794K +15,671 +9%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$10.1M -$5.46M -107,809 -35%
AIA
190
Alera Investment Advisors
Illinois
$9.92M -$614K -12,124 -6%
KWM
191
Keebeck Wealth Management
Illinois
$9.78M -$1.02M -20,116 -10%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$9.59M +$494K +9,756 +5%
FT
193
Fiduciary Trust
Massachusetts
$9.56M +$6.64K +131 +0.1%
CA
194
Clearstead Advisors
Ohio
$9.54M +$415K +8,190 +5%
2L
195
25 LLC
Missouri
$9.53M +$776K +15,304 +9%
1WM
196
1900 Wealth Management
Texas
$9.47M +$72.9K +1,438 +0.8%
CT
197
Coastline Trust
Rhode Island
$9.42M +$5.07K +100 +0.1%
APP
198
Avantax Planning Partners
Iowa
$9.32M -$671K -13,240 -7%
EFP
199
EnRich Financial Partners
Wisconsin
$9.3M +$265K +5,229 +3%
MAV
200
Mason & Associates (Virginia)
Virginia
$9.16M -$274K -5,397 -3%

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.