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Vanguard Tax-Exempt Bond Index Fund

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K
Name Holding Trade Value Shares
Change
Shares
Change %
ML
226
McAdam LLC
Pennsylvania
$6.57M +$766K +15,009 +13%
VBFG
227
Vishria Bird Financial Group
Tennessee
$6.52M -$366K -7,173 -5%
SHF
228
Stage Harbor Financial
Massachusetts
$6.45M +$6.45M +126,367 New
EWM
229
Executive Wealth Management
Michigan
$6.44M -$3.55M -69,556 -36%
Luther King Capital Management (LKCM)
230
Luther King Capital Management (LKCM)
Texas
$6.4M -$5.05M
SQA
231
Simon Quick Advisors
New Jersey
$6.38M -$101K -1,973 -2%
AWM
232
Axxcess Wealth Management
California
$6.31M +$1.4M +27,393 +28%
DP
233
Divergent Planning
Maryland
$6.29M +$161K +3,172 +3%
SC
234
Schiavi & Co
Delaware
$6.28M -$259K -5,082 -4%
CA
235
Cetera Advisors
Colorado
$6.23M +$457K +8,957 +8%
KMWM
236
Keudell/Morrison Wealth Management
Oregon
$6.2M -$155K -3,031 -2%
FG
237
Foster Group
Iowa
$6.15M
Natixis Advisors
238
Natixis Advisors
Massachusetts
$6.1M +$904K +17,706 +17%
SHGA
239
Sand Hill Global Advisors
California
$5.94M +$5.94M +116,329 New
SAM
240
SP Asset Management
California
$5.92M -$15.7K -307 -0.3%
PA
241
PFG Advisors
Arizona
$5.91M +$588K +11,515 +11%
TFP
242
Traction Financial Partners
Wyoming
$5.78M +$5.78M +113,237 New
DB
243
Dravo Bay
Delaware
$5.67M +$1.88M +36,786 +49%
TCM
244
TD Capital Management
Tennessee
$5.63M +$67.9K +1,331 +1%
JSA
245
Jacobson & Schmitt Advisors
Wisconsin
$5.59M -$402K -7,874 -7%
WP
246
WealthSource Partners
California
$5.52M +$2.71M +53,141 +97%
HPFG
247
Hart & Patterson Financial Group
Massachusetts
$5.52M +$5.52M +108,048 New
BOPW
248
Brandywine Oak Private Wealth
Pennsylvania
$5.5M +$162K +3,165 +3%
OWA
249
Opal Wealth Advisors
New York
$5.47M +$5.04M +98,809 +1,173%
SWM
250
Spire Wealth Management
Virginia
$5.43M -$3.28K -65 -0.1%