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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 %
WCA
351
Westover Capital Advisors
Delaware
$3.35M +$712K +14,076 +27%
WA
352
Wealth Alliance
New York
$3.32M -$2.88K -57 -0.1%
JWM
353
Janiczek Wealth Management
Colorado
$3.32M +$469K +9,277 +16%
GGS
354
Galvin Gaustad & Stein
Arizona
$3.29M -$143K -2,826 -4%
BAAM
355
Baker Avenue Asset Management
California
$3.27M +$87.1K +1,722 +3%
EFN
356
Equita Financial Network
Pennsylvania
$3.26M +$3.26M +64,468 New
VAG
357
Vannoy Advisory Group
Texas
$3.25M -$1.21K -24 -0%
SVWG
358
Shared Vision Wealth Group
United States
$3.18M -$6.43K -127 -0.2%
EWM
359
Elmwood Wealth Management
California
$3.17M +$491K +9,700 +18%
LFG
360
Leverty Financial Group
Wisconsin
$3.14M +$13.6K +268 +0.4%
CTWM
361
Cherry Tree Wealth Management
Minnesota
$3.13M +$481K +9,497 +18%
MWP
362
Meridian Wealth Partners
Pennsylvania
$3.13M +$13.3K +263 +0.4%
IWS
363
Insight Wealth Strategies
California
$3.12M +$166K +3,272 +6%
RCM
364
Rain Capital Management
Oregon
$3.12M +$513K +10,146 +20%
S
365
SignatureFD
Georgia
$3.11M +$38.8K +766 +1%
CTA
366
Chesley Taft & Associates
Illinois
$3.07M +$361K +7,140 +13%
PFM
367
Phillips Financial Management
Indiana
$3.05M -$147K -2,911 -5%
CAAS
368
Capital Asset Advisory Services
Michigan
$3.05M -$133K -2,668 -4%
VC
369
Vicus Capital
Pennsylvania
$3.04M +$10.4K +206 +0.3%
CWM
370
Cornerstone Wealth Management
Missouri
$2.99M +$164K +3,239 +6%
CAG
371
Compass Advisory Group
New York
$2.98M -$93.3K -1,843 -3%
PA
372
Pinnacle Associates
New York
$2.98M +$125K +2,476 +4%
PWP
373
PrairieView Wealth Partners
Illinois
$2.96M +$49.3K +975 +2%
PWMAG
374
Pinnacle Wealth Management Advisory Group
New Jersey
$2.95M +$125K +2,476 +4%
CCB
375
Country Club Bank
Missouri
$2.95M -$105K -2,075 -3%