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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 %
KWM
351
Kingsview Wealth Management
Oregon
$3.75M +$2.22M +43,437 +145%
Prudential Financial
352
Prudential Financial
New Jersey
$3.74M +$94.8K +1,855 +3%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$3.72M +$101K +1,977 +3%
FFA
354
Farther Finance Advisors
California
$3.72M +$363K +7,099 +11%
AIS
355
American Investment Services
Massachusetts
$3.67M +$154K +3,003 +4%
WPW
356
Watershed Private Wealth
Illinois
$3.62M +$387K +7,577 +12%
PWMAG
357
Pinnacle Wealth Management Advisory Group
New Jersey
$3.62M +$398K +7,789 +12%
GWWM
358
Great Waters Wealth Management
Minnesota
$3.61M -$82.8K -1,619 -2%
WA
359
Wealth Alliance
New York
$3.57M -$11.5K -224 -0.3%
FFL
360
Financial Freedom LLC
Ohio
$3.56M -$174K -3,394 -5%
TIM
361
Tortoise Investment Management
New York
$3.55M -$142K -2,780 -4%
SHGA
362
Sand Hill Global Advisors
California
$3.52M -$15.1K -296 -0.4%
EWA
363
Exencial Wealth Advisors
Oklahoma
$3.51M -$66K -1,292 -2%
CFD
364
Creative Financial Designs
Indiana
$3.51M -$231K -4,522 -6%
HFA
365
High Falls Advisors
New York
$3.51M -$7.98K -156 -0.2%
VC
366
Vicus Capital
Pennsylvania
$3.5M -$36.4K -713 -1%
HF
367
HRT Financial
New York
$3.48M +$3.48M +68,160 New
VAG
368
Vannoy Advisory Group
Texas
$3.46M +$90.8K +1,776 +3%
TFA
369
TPG Financial Advisors
Oregon
$3.45M +$2.17M +42,373 +169%
PWMG
370
Prestige Wealth Management Group
New Jersey
$3.44M +$7.57K +148 +0.2%
MA
371
Mosaic Advisors
Texas
$3.41M +$26.4K +517 +0.8%
SWM
372
Spire Wealth Management
Virginia
$3.4M +$40.5K +792 +1%
MPW
373
MGO Private Wealth
California
$3.39M -$13.1K -256 -0.4%
GGS
374
Galvin Gaustad & Stein
Arizona
$3.34M -$228K -4,451 -6%
HI
375
Harbour Investments
Wisconsin
$3.34M +$130K +2,543 +4%