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Vanguard Tax-Exempt Bond Index Fund

1,079 hedge funds and large institutions have $24.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 483 increasing their positions, 329 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+30
Holders Change %
+2.86%
% of All Funds
15.69%
Holding in Top 10
82
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.65%
% of All Funds
1.19%
New
110
Increased
483
Reduced
329
Closed
67
Calls
$1.06M
Puts
$1.09M
Net Calls
-$30K
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
451
Detalus Advisors
Missouri
$2.01M +$162K +3,223 +9%
LPP
452
Life Planning Partners
Florida
$2M -$181K -3,620 -8%
SDWMA
453
Schneider Downs Wealth Management Advisors
Pennsylvania
$2M -$290K -5,786 -13%
MWP
454
Meredith Wealth Planning
Illinois
$1.98M +$284K +5,670 +17%
WAG
455
Wheelhouse Advisory Group
Missouri
$1.97M +$332K +6,628 +20%
BWG
456
Beta Wealth Group
California
$1.95M +$23.7K +473 +1%
EWA
457
Evolution Wealth Advisors
Florida
$1.95M +$4.46K +89 +0.2%
MGIA
458
Moneta Group Investment Advisors
Missouri
$1.94M +$83.8K +1,672 +5%
GMA
459
Glassy Mountain Advisors
Maryland
$1.92M +$101K +2,017 +6%
NGA
460
Naples Global Advisors
Florida
$1.92M -$28.3K -565 -1%
EGA
461
Eagle Global Advisors
Texas
$1.92M -$175K -3,500 -8%
VNA
462
Valley National Advisers
Pennsylvania
$1.92M +$66.2K +1,321 +4%
CB
463
Commerce Bank
Missouri
$1.91M -$32.2K -643 -2%
KeyBank National Association
464
KeyBank National Association
Ohio
$1.91M -$243K -4,849 -11%
CCA
465
Carrera Capital Advisors
Michigan
$1.91M +$1.91M +38,143 New
EP
466
Edgestream Partners
New Jersey
$1.91M +$1.91M +38,025 New
SSW
467
Stone Summit Wealth
Florida
$1.89M -$4.51K -90 -0.2%
EFG
468
Everhart Financial Group
Ohio
$1.89M -$22.4K -447 -1%
AWA
469
Aletheian Wealth Advisors
Washington
$1.89M -$150K -2,985 -7%
LFRG
470
Lazard Frères Gestion
France
$1.89M
WIC
471
Whitegate Investment Counselors
New Hampshire
$1.88M +$84.2K +1,680 +5%
DAS
472
Diversify Advisory Services
Utah
$1.88M -$788K -15,676 -30%
DWM
473
Drive Wealth Management
Utah
$1.87M -$64K -1,278 -3%
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$1.85M -$363K -7,249 -16%
BDF
475
Black Diamond Financial
Maryland
$1.85M