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Vanguard Tax-Exempt Bond Index Fund

1,097 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, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
VBFG
251
Vishria Bird Financial Group
Tennessee
$6.36M -$15.7K -307 -0.2%
SC
252
Schiavi & Co
Delaware
$6.35M +$132K +2,574 +2%
BA
253
Bristlecone Advisors
Washington
$6.34M +$58.5K +1,145 +0.9%
CISOA
254
Capital Investment Services of America
Wisconsin
$6.32M +$2.26M +44,225 +56%
Luther King Capital Management (LKCM)
255
Luther King Capital Management (LKCM)
Texas
$6.27M -$6.21M
SWP
256
Stratos Wealth Partners
Ohio
$6.25M -$1.45M -28,357 -19%
CHA
257
Cooper/Haims Advisors
New York
$6.24M +$87.5K +1,711 +1%
ML
258
McAdam LLC
Pennsylvania
$6.22M -$129K -2,522 -2%
WFA
259
Websterrogers Financial Advisors
South Carolina
$6.15M -$69.9K -1,368 -1%
QC
260
Quadrature Capital
United Kingdom
$6.09M +$6.09M +119,100 New
DWT
261
Dorsey & Whitney Trust
South Dakota
$6.08M +$241K +4,715 +4%
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$6.04M +$218K +4,264 +4%
TCM
263
Towneley Capital Management
California
$6.01M +$318K +6,220 +6%
NL
264
NWAM LLC
Washington
$5.98M +$1.19M +23,193 +25%
AWM
265
Axxcess Wealth Management
California
$5.96M +$377K +7,380 +7%
PS
266
Principal Securities
Iowa
$5.92M +$363K +7,094 +7%
PSCM
267
Per Stirling Capital Management
Texas
$5.84M +$176K +3,438 +3%
MI
268
Moneywise Inc
Virginia
$5.84M +$2.63M +51,534 +82%
LNWTC
269
Laird Norton Wetherby Trust Company
Washington
$5.83M -$620K -12,125 -10%
DAS
270
Dynamic Advisor Solutions
Arizona
$5.74M -$189K -3,691 -3%
PCA
271
Prosperity Capital Advisors
Ohio
$5.72M +$164K +3,207 +3%
MFS
272
McNamara Financial Services
Massachusetts
$5.7M +$196K +3,826 +4%
SHF
273
Stage Harbor Financial
Massachusetts
$5.69M -$40.2K -793 -0.7%
PCMC
274
Paragon Capital Management (Colorado)
Colorado
$5.65M +$50.9K +996 +0.9%
AWM
275
Aprio Wealth Management
Georgia
$5.62M -$173K -3,376 -3%