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Vanguard Tax-Exempt Bond Index Fund

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.65%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
526
PFW Advisors
Georgia
$980K -$60.4K -1,256 -6%
AWAG
527
ARS Wealth Advisors Group
Florida
$978K +$3.7K +77 +0.4%
NC
528
NewSquare Capital
Pennsylvania
$975K -$41.6K -865 -4%
TFA
529
TPG Financial Advisors
Oregon
$972K +$972K +20,210 New
NL
530
NWAM LLC
Washington
$972K -$3.04M -63,139 -76%
BB
531
Bell Bank
North Dakota
$960K
MWM
532
Meridian Wealth Management
Kentucky
$945K +$660K +13,713 +231%
WFM
533
Wolff Financial Management
Michigan
$942K +$942K +19,582 New
LFP
534
Leeward Financial Partners
Washington
$941K +$147K +3,046 +18%
SDWMA
535
Schneider Downs Wealth Management Advisors
Pennsylvania
$937K -$1.05M -21,895 -53%
LGA
536
Lebenthal Global Advisors
New York
$935K +$935K +19,448 New
IAG
537
Investment Advisory Group
Massachusetts
$933K +$96.2K +2,000 +12%
BFEC
538
Benjamin F. Edwards & Company
Missouri
$929K +$435K +9,048 +88%
OL
539
Optas LLC
Texas
$924K -$17.7K -369 -2%
GWM
540
Geneos Wealth Management
Colorado
$918K -$11.4K -236 -1%
REMPR
541
Roof Eidam Maycock Peralta (REMP)
California
$916K -$44K -915 -5%
BCA
542
Bray Capital Advisors
Florida
$913K
SIC
543
SJS Investment Consulting
Ohio
$906K
EIA
544
Eldridge Investment Advisors
New Hampshire
$905K +$176K +3,661 +24%
FA
545
FC Advisory
Pennsylvania
$892K +$111K +2,299 +14%
AWAP
546
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$890K
HNWAG
547
High Net Worth Advisory Group
Florida
$878K +$1.49K +31 +0.2%
AIP
548
Ameritas Investment Partners
Nebraska
$871K +$4.33K +90 +0.5%
NCM
549
Northwest Capital Management
Oregon
$865K +$48 +1 +0%
OWM
550
Opes Wealth Management
California
$863K +$181K +3,755 +26%