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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 %
DP
476
Denver PWM
Colorado
$1.82M +$11.4K +228 +0.6%
WIC
477
Whitegate Investment Counselors
New Hampshire
$1.81M +$34.9K +690 +2%
FCI
478
Financial Counselors Inc
Kansas
$1.8M -$244K -4,815 -12%
RFP
479
RCS Financial Planning
Maryland
$1.75M +$18.9K +374 +1%
CWS
480
Cypress Wealth Services
California
$1.74M -$99.9K -1,975 -5%
HFA
481
Highland Financial Advisors
New Jersey
$1.74M -$7.44K -147 -0.4%
JWCA
482
J.W. Cole Advisors
Florida
$1.74M +$7.33K +145 +0.4%
SFS
483
Sowell Financial Services
Arkansas
$1.73M +$28.6K +566 +2%
MI
484
Moneywise Inc
Virginia
$1.73M +$1.73M +34,205 New
RW
485
Regimen Wealth
Georgia
$1.72M +$8.8K +174 +0.5%
CAG
486
Csenge Advisory Group
Florida
$1.72M -$103K -2,036 -6%
FWIA
487
Fort Washington Investment Advisors
Ohio
$1.72M +$1.43M +28,268 +499%
MWP
488
Meredith Wealth Planning
Illinois
$1.71M +$591K +11,675 +53%
AIP
489
Almanack Investment Partners
Pennsylvania
$1.71M +$160K +3,155 +10%
LW
490
Linscomb Wealth
Texas
$1.68M +$326K +6,435 +24%
WAAG
491
Wealth Alliance Advisory Group
Kansas
$1.68M +$1.23M +24,345 +274%
MSWM
492
McGlone Suttner Wealth Management
Wisconsin
$1.68M -$663K -13,098 -28%
SIC
493
SJS Investment Consulting
Ohio
$1.67M +$371K +7,340 +29%
RIA
494
Regal Investment Advisors
Michigan
$1.66M -$5.11K -101 -0.3%
WAG
495
Wheelhouse Advisory Group
Missouri
$1.65M -$5.57K -110 -0.3%
VBWMG
496
Von Berge Wealth Management Group
California
$1.65M +$389K +7,679 +31%
SI
497
Stephens Inc
Arkansas
$1.64M +$446K +8,805 +37%
OWM
498
Opes Wealth Management
California
$1.63M +$375K +7,410 +30%
PAA
499
Peregrine Asset Advisers
Oregon
$1.62M +$15.6K +309 +1%
PFA
500
Petra Financial Advisors
Colorado
$1.61M