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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 %
MSF
426
Mustard Seed Financial
Arkansas
$2.26M +$139K +2,755 +7%
SFP
427
Sterling Financial Planning
New Jersey
$2.25M +$309K +6,115 +16%
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$2.24M +$148K +2,915 +7%
Fisher Asset Management
429
Fisher Asset Management
Washington
$2.23M +$204K +4,024 +10%
LPP
430
Life Planning Partners
Florida
$2.2M -$207K -4,090 -9%
PSA
431
Plum Street Advisors
Louisiana
$2.19M +$996K +19,488 +83%
MPW
432
MGO Private Wealth
California
$2.19M +$447K +8,828 +26%
CWM
433
Centurion Wealth Management
Virginia
$2.18M +$58.4K +1,154 +3%
KeyBank National Association
434
KeyBank National Association
Ohio
$2.18M +$273K +5,390 +14%
WWM
435
Waterway Wealth Management
Texas
$2.18M -$2.43M -48,056 -53%
CWA
436
Core Wealth Advisors
Florida
$2.17M +$221K +4,375 +11%
FCIM
437
Fairview Capital Investment Management
California
$2.15M +$22.8K +450 +1%
WCM
438
Windham Capital Management
Massachusetts
$2.14M +$24.1K +476 +1%
BFA
439
Beaumont Financial Advisors
Massachusetts
$2.14M -$1.5M -29,712 -41%
EGA
440
Eagle Global Advisors
Texas
$2.11M
MW
441
Marcum Wealth
Ohio
$2.1M +$399K +7,886 +23%
BMCM
442
Bryn Mawr Capital Management
Pennsylvania
$2.1M +$152K +3,000 +8%
MWA
443
Motive Wealth Advisors
Michigan
$2.1M +$1.69M +33,387 +410%
HIP
444
HUB Investment Partners
Texas
$2.08M +$691K +13,648 +50%
APW
445
Acima Private Wealth
Virginia
$2.06M +$110K +2,169 +6%
AWA
446
Aletheian Wealth Advisors
Washington
$2.06M -$33.4K -660 -2%
SPIS
447
Steward Partners Investment Solutions
Oregon
$2.05M +$2.05M +40,499 New
BBWP
448
Beacon Bridge Wealth Partners
Pennsylvania
$2.03M -$272K -5,372 -12%
HA
449
Hanover Advisors
South Carolina
$2.02M +$343K +6,784 +20%
SFG
450
Snider Financial Group
Washington
$1.99M +$23.2K +459 +1%