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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
RFA
201
RTD Financial Advisors
Pennsylvania
$9.16M -$151K -2,979 -2%
QWM
202
Quaker Wealth Management
New Jersey
$9.16M +$9.08M +179,152 New
CF
203
Corrigan Financial
Rhode Island
$9.11M +$227K +4,480 +3%
FMWA
204
Forvis Mazars Wealth Advisors
Missouri
$8.99M +$38.4K +758 +0.4%
SB
205
Strategic Blueprint
Georgia
$8.99M +$435K +8,591 +5%
B
206
Bailard
California
$8.69M -$1.38M -27,242 -14%
WCA
207
Westover Capital Advisors
Delaware
$8.61M +$4.79M +94,488 +128%
OPAM
208
Ocean Park Asset Management
California
$8.49M
AIM
209
AMI Investment Management
Indiana
$8.46M +$618K +12,189 +8%
CC
210
Capstone Capital
Nevada
$8.45M +$170K +3,354 +2%
SIA
211
Soltis Investment Advisors
Utah
$8.44M +$868K +17,121 +12%
RA
212
RFG Advisory
Alabama
$8.42M -$1.91M -37,692 -19%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$8.38M +$328K +6,468 +4%
WAG
214
Winthrop Advisory Group
Massachusetts
$8.32M +$155K +3,051 +2%
CA
215
CGN Advisors
Kansas
$8.28M -$1.24M -24,442 -13%
JSA
216
Jacobson & Schmitt Advisors
Wisconsin
$8.27M +$842K +16,610 +11%
AFG
217
Altiora Financial Group
Ohio
$8.11M
Jane Street
218
Jane Street
New York
$8.11M -$49.1M -969,106 -86%
VA
219
Valmark Advisers
Ohio
$8.08M +$270K +5,329 +3%
XF
220
XML Financial
Maryland
$8.01M +$73.1K +1,443 +0.9%
AAS
221
Avantax Advisory Services
Texas
$7.97M +$3.12M +61,557 +65%
SPC
222
Spirepoint Private Client
Florida
$7.93M +$3.13M +61,760 +66%
VFA
223
Valeo Financial Advisors
Indiana
$7.81M +$4.89M +96,553 +172%
GWS
224
Glassman Wealth Services
Virginia
$7.69M +$1.04M +20,506 +16%
TPCW
225
TD Private Client Wealth
New York
$7.69M +$1.68M +33,065 +28%

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.