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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 %
CAAS
376
Capital Asset Advisory Services
Michigan
$3.34M +$396K +7,785 +13%
LIA
377
LifePlan Investment Advisors
North Carolina
$3.33M +$374K +7,318 +13%
AA
378
Alesco Advisors
New York
$3.32M -$56K -1,095 -2%
HGA
379
Hobbs Group Advisors
South Carolina
$3.26M +$23.8K +465 +0.7%
CMBA
380
C.M. Bidwell & Associates
Hawaii
$3.26M +$1.48M +28,905 +83%
KMWM
381
Keudell/Morrison Wealth Management
Oregon
$3.22M -$416K -8,140 -11%
FAT
382
First American Trust
California
$3.21M +$78.1K +1,527 +2%
SCG
383
Sonata Capital Group
Washington
$3.21M +$3.21M +62,780 New
PFM
384
Phillips Financial Management
Indiana
$3.19M -$171K -3,351 -5%
MWM
385
Meridian Wealth Management
Kentucky
$3.18M +$3.18M +62,260 New
EWM
386
Elmwood Wealth Management
California
$3.17M +$106K +2,066 +3%
SVWG
387
Shared Vision Wealth Group
United States
$3.16M -$145K -2,842 -4%
S
388
SignatureFD
Georgia
$3.15M
CAWM
389
Capital Advisors Wealth Management
Washington
$3.12M +$546K +10,673 +21%
SW
390
SteelPeak Wealth
California
$3.08M -$52K -1,018 -2%
CWM
391
Cornerstone Wealth Management
Missouri
$3.07M -$77.6K -1,518 -2%
CAG
392
Compass Advisory Group
New York
$3.07M +$33.9K +663 +1%
LFG
393
Leverty Financial Group
Wisconsin
$3.06M +$13.8K +269 +0.5%
UF
394
Univest Financial
Pennsylvania
$3.05M +$3.05M +59,751 New
HW
395
Hancock Whitney
Mississippi
$3.04M +$40.4K +790 +1%
MWA
396
Motive Wealth Advisors
Michigan
$2.99M
VWA
397
Visionary Wealth Advisors
Illinois
$2.96M -$412K -8,065 -12%
MW
398
Marcum Wealth
Ohio
$2.96M +$16.9K +331 +0.6%
MLA
399
My Legacy Advisors
Oregon
$2.95M -$1.1M -21,588 -27%
RIM
400
Rockbridge Investment Management
New York
$2.93M +$506K +9,896 +21%