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Vanguard Tax-Exempt Bond Index Fund

1,079 hedge funds and large institutions have $24.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 483 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.69%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.19%
New
110
Increased
483
Reduced
329
Closed
67
Calls
$1.06M
Puts
$1.09M
Net Calls
-$30K
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
BOPW
251
Brandywine Oak Private Wealth
Pennsylvania
$5.71M +$208K +4,143 +4%
NDSI
252
Newman Dignan & Sheerar Inc
Rhode Island
$5.7M +$428K +8,538 +8%
AWM
253
Aprio Wealth Management
Georgia
$5.68M +$704K +14,054 +14%
SHF
254
Stage Harbor Financial
Massachusetts
$5.67M -$158K -3,157 -3%
BWL
255
Beacon Wealthcare LLC
North Carolina
$5.66M +$394K +7,870 +7%
ACA
256
Aptus Capital Advisors
Alabama
$5.63M +$771K +15,379 +16%
SQA
257
Simon Quick Advisors
New Jersey
$5.58M -$737K -14,709 -12%
TCM
258
Towneley Capital Management
California
$5.58M +$604K +12,061 +12%
KPWS
259
Kestra Private Wealth Services
Texas
$5.57M +$784K +15,640 +16%
PSCM
260
Per Stirling Capital Management
Texas
$5.55M +$180K +3,593 +3%
PCMC
261
Paragon Capital Management (Colorado)
Colorado
$5.49M +$62K +1,237 +1%
UB
262
UMB Bank
Missouri
$5.48M -$1.4M -27,893 -20%
AWM
263
Axxcess Wealth Management
California
$5.48M -$65.3K -1,304 -1%
DB
264
Dravo Bay
Delaware
$5.46M -$47.7K -952 -0.9%
PS
265
Principal Securities
Iowa
$5.45M +$791K +15,792 +17%
PCA
266
Prosperity Capital Advisors
Ohio
$5.44M +$1.04M +20,789 +24%
MFS
267
McNamara Financial Services
Massachusetts
$5.4M +$188K +3,747 +4%
I
268
INVST
Indiana
$5.4M +$523K +10,484 +11%
LCM
269
Liberty Capital Management
Michigan
$5.29M -$155K -3,103 -3%
HPFG
270
Hart & Patterson Financial Group
Massachusetts
$5.17M -$205K -4,092 -4%
HAIM
271
Hunter Associates Investment Management
Pennsylvania
$5.14M -$153K -3,063 -3%
CWM
272
Congress Wealth Management
Massachusetts
$5.12M +$62.6K +1,250 +1%
ERIC
273
Eagle Rock Investment Company
Georgia
$5.11M +$50.1K +1,000 +1%
AFTS
274
American Financial & Tax Strategies
New York
$5.08M +$939K +18,742 +23%
PIMG
275
Patriot Investment Management Group
Tennessee
$5.08M +$505K +10,076 +11%