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Vanguard Tax-Exempt Bond Index Fund

1,049 hedge funds and large institutions have $24.6B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 504 increasing their positions, 334 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
-16
Holders Change %
-1.5%
% of All Funds
15.21%
Holding in Top 10
86
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.49%
% of All Funds
1.25%
New
77
Increased
504
Reduced
334
Closed
73
Calls
$1.36M
Puts
$4.4M
Net Calls
-$3.04M
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
226
Bowman & Company
Wisconsin
$6.47M +$1.26M +24,830 +24%
ML
227
McAdam LLC
Pennsylvania
$6.4M -$117K -2,307 -2%
LNWTC
228
Laird Norton Wetherby Trust Company
Washington
$6.38M -$1.12M -22,146 -15%
SQA
229
Simon Quick Advisors
New Jersey
$6.38M +$50.4K +996 +0.8%
VBFG
230
Vishria Bird Financial Group
Tennessee
$6.31M -$160K -3,169 -2%
IAN
231
Integrated Advisors Network
Texas
$6.25M +$1.04M +20,481 +20%
GVAG
232
Great Valley Advisor Group
Delaware
$6.23M -$487K -9,618 -7%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$6.21M -$6.4M
William Blair & Company
234
William Blair & Company
Illinois
$6.2M +$3.5M +69,166 +130%
WFA
235
Websterrogers Financial Advisors
South Carolina
$6.12M +$929K +18,365 +18%
KMWM
236
Keudell/Morrison Wealth Management
Oregon
$6.01M -$139K -2,739 -2%
CHA
237
Cooper/Haims Advisors
New York
$5.98M -$4.08M -80,612 -41%
JSA
238
Jacobson & Schmitt Advisors
Wisconsin
$5.94M +$406K +8,023 +7%
SAG
239
SageView Advisory Group
California
$5.92M +$5.92M +36,377 New
SHF
240
Stage Harbor Financial
Massachusetts
$5.88M -$510K -10,084 -8%
BA
241
Bristlecone Advisors
Washington
$5.78M +$630K +12,441 +12%
HWMG
242
Hurlow Wealth Management Group
Indiana
$5.75M +$385K +7,615 +7%
DAS
243
Dynamic Advisor Solutions
Arizona
$5.75M +$394K +7,793 +7%
TFP
244
Traction Financial Partners
Wyoming
$5.74M +$55.4K +1,104 +1%
SC
245
Schiavi & Co
Delaware
$5.7M -$525K -10,369 -8%
PA
246
PFG Advisors
Arizona
$5.69M -$162K -3,199 -3%
CA
247
CoreCap Advisors
Michigan
$5.67M +$400K +7,902 +8%
TPCW
248
TD Private Client Wealth
New York
$5.63M +$1.82M +36,046 +48%
AWM
249
Apollon Wealth Management
South Carolina
$5.61M -$2.93M -57,922 -34%
AWM
250
Axxcess Wealth Management
California
$5.6M -$657K -12,989 -11%