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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 %
CFA
276
Capstone Financial Advisors
Illinois
$4.92M +$395K +7,799 +9%
I
277
INVST
Indiana
$4.91M +$328K +6,508 +7%
ACA
278
Aptus Capital Advisors
Alabama
$4.91M +$4.91M +97,015 New
SHGA
279
Sand Hill Global Advisors
California
$4.89M -$996K -19,691 -17%
VAF
280
Values Added Financial
District of Columbia
$4.87M +$1.3M +25,737 +36%
AW
281
Alaethes Wealth
Nevada
$4.84M +$587K +11,597 +14%
FGG
282
Financial Guidance Group
Florida
$4.84M +$44.5K +880 +0.9%
KPWS
283
Kestra Private Wealth Services
Texas
$4.83M +$1.74M +34,429 +56%
FTUS
284
Flow Traders U.S.
New York
$4.81M +$4.81M +95,086 New
KLI
285
Kelman-Lazarov Inc
Tennessee
$4.79M +$292K +5,777 +6%
DWT
286
Dorsey & Whitney Trust
South Dakota
$4.79M -$3.05M -60,286 -39%
PS
287
Principal Securities
Iowa
$4.7M +$129K +2,546 +3%
BSW
288
Buckingham Strategic Wealth
Missouri
$4.68M -$175K -3,450 -4%
PIMG
289
Patriot Investment Management Group
Tennessee
$4.62M +$127K +2,510 +3%
PAS
290
Park Avenue Securities
New York
$4.61M -$32.9K -650 -0.7%
SWM
291
Soundmark Wealth Management
Washington
$4.57M +$19.6K +388 +0.4%
NL
292
NWAM LLC
Washington
$4.56M -$214K -4,226 -4%
PJSIMP
293
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.56M +$87.2K +1,723 +2%
CIA
294
Concurrent Investment Advisors
Florida
$4.56M +$417K +8,250 +10%
MFA
295
Mayflower Financial Advisors
Massachusetts
$4.55M -$16.7K -330 -0.4%
Nisa Investment Advisors
296
Nisa Investment Advisors
Missouri
$4.54M +$4.54M +89,810 New
GP
297
Girard Partners
Pennsylvania
$4.54M -$3.21M -63,503 -41%
HDIM
298
Hanson & Doremus Investment Management
Vermont
$4.52M +$4.14M +819,104 +1,099%
YCG
299
Yeomans Consulting Group
Georgia
$4.52M -$8.35K -165 -0.2%
SPIA
300
Steward Partners Investment Advisory
New York
$4.47M +$395K +7,800 +10%