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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 %
HAIM
276
Hunter Associates Investment Management
Pennsylvania
$5.6M +$352K +6,885 +7%
LCM
277
Liberty Capital Management
Michigan
$5.52M +$117K +2,281 +2%
PIMG
278
Patriot Investment Management Group
Tennessee
$5.49M +$306K +5,994 +6%
I
279
INVST
Indiana
$5.49M -$36.4K -712 -0.7%
WAP
280
Wealthcare Advisory Partners
Pennsylvania
$5.48M +$3.59M +70,268 +190%
HDIM
281
Hanson & Doremus Investment Management
Vermont
$5.4M +$552K +10,800 +11%
RSWM
282
Robertson Stephens Wealth Management
California
$5.36M +$1.86M +36,384 +53%
SCA
283
Stonebridge Capital Advisors
Minnesota
$5.35M +$463K +9,055 +9%
AFTS
284
American Financial & Tax Strategies
New York
$5.35M +$168K +3,279 +3%
ACP
285
Aveo Capital Partners
Colorado
$5.34M +$3.16M +61,794 +145%
EPA
286
Element Pointe Advisors
Florida
$5.28M +$309K +6,041 +6%
DB
287
Dravo Bay
Delaware
$5.28M -$290K -5,682 -5%
IWM
288
IHT Wealth Management
Illinois
$5.25M +$1.34M +26,225 +34%
AWM
289
Apollon Wealth Management
South Carolina
$5.25M +$69.8K +1,366 +1%
ODA
290
One Degree Advisors
California
$5.21M +$2.83M +55,347 +119%
HPFG
291
Hart & Patterson Financial Group
Massachusetts
$5.2M -$78.6K -1,537 -1%
LA
292
LVW Advisors
New York
$5.19M +$432K +8,453 +9%
SFA
293
Source Financial Advisors
New York
$5.18M +$114K +2,233 +2%
DWM
294
Dynasty Wealth Management
Florida
$5.16M +$130K +2,552 +3%
P
295
&Partners
Tennessee
$5.11M +$3.42M +66,947 +203%
MWP
296
Meridian Wealth Partners
Pennsylvania
$5.11M +$113K +2,213 +2%
GWM
297
Geneos Wealth Management
Colorado
$5.1M +$3.89M +76,125 +321%
CWM
298
Congress Wealth Management
Massachusetts
$5.09M -$126K -2,460 -2%
TFP
299
Traction Financial Partners
Wyoming
$5.08M -$692K -13,544 -12%
BWM
300
Benchmark Wealth Management
Connecticut
$5.07M +$765K +14,964 +18%