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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 %
CAAM
401
Cornerstone Advisors Asset Management
Pennsylvania
$2.49M
KP
402
Kitching Partners
Pennsylvania
$2.49M +$15.7K +310 +0.6%
FAT
403
First American Trust
California
$2.48M +$712K +14,072 +40%
HIM
404
Hanlon Investment Management
New Jersey
$2.47M +$181K +3,572 +8%
FWM
405
FFT Wealth Management
Pennsylvania
$2.47M +$118K +2,328 +5%
Prudential Financial
406
Prudential Financial
New Jersey
$2.46M +$165K +3,266 +7%
Thrivent Financial for Lutherans
407
Thrivent Financial for Lutherans
Minnesota
$2.46M +$1.23M +24,386 +100%
PFA
408
Pure Financial Advisors
California
$2.43M -$215K -4,248 -8%
CW
409
Connectus Wealth
Ohio
$2.42M -$278K -5,498 -10%
WFP
410
Wrenne Financial Planning
Kentucky
$2.42M -$198K -3,909 -8%
RIM
411
Rockbridge Investment Management
New York
$2.4M +$748K +14,789 +45%
NAM
412
NorthCrest Asset Manangement
Minnesota
$2.4M +$232K +4,589 +11%
BCG
413
Breakwater Capital Group
New Jersey
$2.39M +$27.3K +540 +1%
GEA
414
Glen Eagle Advisors
New Jersey
$2.38M -$52.2K -1,032 -2%
ODA
415
One Degree Advisors
California
$2.37M +$5.42K +107 +0.2%
FTS
416
Fifth Third Securities
Ohio
$2.36M +$305K +6,029 +15%
HWAM
417
Hennion & Walsh Asset Management
New Jersey
$2.32M -$748K -14,791 -24%
SDWMA
418
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.31M +$15.9K +315 +0.7%
IWS
419
Integrity Wealth Solutions
Colorado
$2.3M +$159K +3,140 +7%
RFO
420
RiverGlades Family Offices
Florida
$2.3M -$55.3K -1,100 -2%
BFEC
421
Benjamin F. Edwards & Company
Missouri
$2.29M +$661K +13,055 +40%
WPW
422
Watershed Private Wealth
Illinois
$2.29M +$1.18M +23,402 +107%
NRI
423
NFP Retirement Inc
California
$2.29M +$146K +2,887 +7%
ORC
424
O'Rourke & Company
Massachusetts
$2.29M +$163K +3,216 +8%
MMPW
425
Mitchell McLeod Pugh & Williams
Alabama
$2.27M +$454K +8,966 +25%