Vanguard Tax-Exempt Bond Index Fund
VTEB
1,104 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, 550 increasing their positions, 312 reducing their positions, and 58 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 550 | Existing positions reduced: 312
62% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 58
2% more funds holding
Funds holding: 1,086 → 1,104 (+18)
4% more capital invested
Capital invested by funds: $24.8B → $25.9B (+$1.04B)
1% less ownership
Funds ownership: 75.43% → 74.43% (-1%)
5% less funds holding in top 10
Funds holding in top 10: 83 → 79 (-4)
54% less call options, than puts
Call options by funds: $2.02M | Put options by funds: $4.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$214M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
+$79.7M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$50.9M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$48.6M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$46.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$173M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$70.8M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$54.2M |
| 4 |
Jane Street
New York
|
-$49.1M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$32.3M |
VTEB Hedge Fund Activity: Q3 2024 in Review
1,104 of the 6,978 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 550 added to existing stakes and 312 trimmed.
The largest buyer was Wells Fargo, adding an estimated $214M. The largest seller was Fidelity Investments, cutting an estimated $173M.
- 1,104 institutional investors held Vanguard Tax-Exempt Bond Index Fund (VTEB) as of Q3 2024, up from 1,086 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.