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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 %
GWM
376
Grand Wealth Management
Michigan
$2.94M +$889K +17,576 +43%
OAJ
377
Ogorek Anthony Joseph
New York
$2.92M -$16K -316 -0.5%
CFS
378
Cannon Financial Strategists
Georgia
$2.92M +$72.8K +1,438 +3%
HI
379
Harbour Investments
Wisconsin
$2.92M -$149K -2,948 -5%
TFA
380
Trinity Financial Advisors
Ohio
$2.85M +$302K +5,967 +12%
WTC
381
WhitTier Trust Company
Nevada
$2.84M +$319K +6,300 +13%
BCWM
382
Bartlett & Co Wealth Management
Ohio
$2.83M +$181K +3,575 +7%
MA
383
Mosaic Advisors
Texas
$2.83M +$14.4K +284 +0.5%
HW
384
Hancock Whitney
Mississippi
$2.81M -$99.9K -1,975 -3%
LIA
385
LifePlan Investment Advisors
North Carolina
$2.79M +$208K +4,119 +8%
SCG
386
Sonata Capital Group
Washington
$2.75M +$68.3K +1,350 +3%
CPIG
387
Chicago Partners Investment Group
Illinois
$2.73M +$283K +5,666 +12%
FA
388
FDx Advisors
Illinois
$2.72M -$32.7K -647 -1%
VFA
389
Valeo Financial Advisors
Indiana
$2.71M +$537K +10,753 +25%
BB
390
Busey Bank
Illinois
$2.7M -$320K -6,325 -11%
DAS
391
Diversify Advisory Services
Utah
$2.67M +$2.67M +53,035 New
MMA
392
Miracle Mile Advisors
California
$2.64M -$101K -1,999 -4%
SA
393
Sunesis Advisors
Kansas
$2.63M
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$2.62M +$69.8K +1,380 +3%
CAWM
395
Capital Advisors Wealth Management
Washington
$2.57M +$366K +7,235 +17%
TCA
396
Transcend Capital Advisors
New Jersey
$2.56M -$4.45K -88 -0.2%
NCM
397
Neumann Capital Management
California
$2.56M +$30.4K +600 +1%
FPIS
398
Financial Planning & Information Services
Wisconsin
$2.55M -$260K -5,137 -9%
CCG
399
Chatham Capital Group
Georgia
$2.52M +$1.14M +22,500 +82%
ACP
400
Aveo Capital Partners
Colorado
$2.49M -$1.89M -37,854 -43%