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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 %
DB
251
Dravo Bay
Delaware
$5.56M -$65.6K -1,297 -1%
BOPW
252
Brandywine Oak Private Wealth
Pennsylvania
$5.55M +$101K +1,988 +2%
LCM
253
Liberty Capital Management
Michigan
$5.5M +$158K +3,125 +3%
SWM
254
Spire Wealth Management
Virginia
$5.48M +$38.7K +765 +0.7%
PCMC
255
Paragon Capital Management (Colorado)
Colorado
$5.48M +$360K +7,116 +7%
TFG
256
Tilson Financial Group
New Jersey
$5.44M +$1.34M +26,461 +33%
HPFG
257
Hart & Patterson Financial Group
Massachusetts
$5.43M -$35.7K -705 -0.7%
PSCM
258
Per Stirling Capital Management
Texas
$5.43M +$64.3K +1,270 +1%
Citigroup
259
Citigroup
New York
$5.41M -$3.07M -60,750 -36%
SAM
260
SP Asset Management
California
$5.4M -$475K -9,394 -8%
OWA
261
Opal Wealth Advisors
New York
$5.39M -$38.5K -761 -0.7%
MAM
262
Meeder Asset Management
Ohio
$5.37M +$362K +7,146 +7%
HAIM
263
Hunter Associates Investment Management
Pennsylvania
$5.34M +$747K +14,774 +16%
Pathstone Holdings
264
Pathstone Holdings
New Jersey
$5.33M +$243K +4,806 +5%
NDSI
265
Newman Dignan & Sheerar Inc
Rhode Island
$5.32M +$576K +11,377 +12%
BWL
266
Beacon Wealthcare LLC
North Carolina
$5.32M +$264K +5,210 +5%
MFS
267
McNamara Financial Services
Massachusetts
$5.26M +$322K +6,366 +7%
EWM
268
Executive Wealth Management
Michigan
$5.24M -$1.11M -22,089 -18%
ERIC
269
Eagle Rock Investment Company
Georgia
$5.11M
CWM
270
Congress Wealth Management
Massachusetts
$5.1M +$69K +1,363 +1%
EPA
271
Element Pointe Advisors
Florida
$5.1M +$3.81M +75,334 +297%
BWA
272
Burt Wealth Advisors
Maryland
$5.09M +$32K +632 +0.6%
TCM
273
Towneley Capital Management
California
$5.02M -$56.2K -1,110 -1%
AWM
274
Aprio Wealth Management
Georgia
$5.02M +$2.38M +46,945 +90%
TCM
275
TD Capital Management
Tennessee
$4.95M -$630K -12,455 -11%