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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 %
PCA
301
Prosperity Capital Advisors
Ohio
$4.44M -$3.28M -64,770 -42%
LA
302
LVW Advisors
New York
$4.44M -$324K -6,405 -7%
LNC
303
Lincoln National Corp
Pennsylvania
$4.32M +$716K +14,147 +20%
BWM
304
Benchmark Wealth Management
Connecticut
$4.32M +$986K +19,492 +30%
SIM
305
Studio Investment Management
Illinois
$4.29M -$477K -9,433 -10%
DWM
306
Dynasty Wealth Management
Florida
$4.27M +$4.27M +84,402 New
AFG
307
Atomi Financial Group
New York
$4.27M +$1.29M +25,532 +43%
FLA
308
Financial Life Advisors
Texas
$4.25M -$47.5K -938 -1%
FFL
309
Financial Freedom LLC
Ohio
$4.21M -$8.3K -164 -0.2%
AFTS
310
American Financial & Tax Strategies
New York
$4.19M +$652K +12,886 +18%
AAS
311
Avantax Advisory Services
Texas
$4.18M +$369K +7,289 +10%
W
312
WealthCollab
Washington
$4.17M +$44K +869 +1%
VWA
313
Visionary Wealth Advisors
Illinois
$4.16M +$510K +10,082 +14%
TIM
314
Tortoise Investment Management
New York
$4.14M +$202K +3,992 +5%
TC
315
TownSquare Capital
Utah
$4.09M -$655K -12,950 -14%
EWA
316
Exencial Wealth Advisors
Oklahoma
$4.07M -$627K -12,383 -13%
AA
317
Alesco Advisors
New York
$4.02M -$66.3K -1,310 -2%
SWA
318
Stratos Wealth Advisors
Ohio
$4.01M -$163K -3,225 -4%
TC
319
TAGStone Capital
North Carolina
$3.98M -$9.06K -179 -0.2%
ASN
320
Advisory Services Network
Georgia
$3.97M -$667K -13,180 -14%
CHA
321
Carmichael Hill & Associates
Maryland
$3.96M -$94.9K -1,875 -2%
SC
322
Steph & Co
Wisconsin
$3.94M +$26.6K +525 +0.7%
SCA
323
Stonebridge Capital Advisors
Minnesota
$3.93M +$1.93M +38,085 +96%
DC
324
Davenport & Co
Virginia
$3.93M +$489K +9,661 +14%
OFP
325
OLIO Financial Planning
Virginia
$3.81M -$11.8K -231 -0.3%