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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 %
SWA
551
Sax Wealth Advisors
New Jersey
$852K +$5.39K +112 +0.6%
HWA
552
HHM Wealth Advisors
Tennessee
$851K +$169K +3,522 +25%
MNBTD
553
Moody National Bank Trust Division
Texas
$849K
AA
554
Advisory Alpha
Michigan
$843K -$638K -13,259 -43%
LCC
555
Lincoln Capital Corp
Rhode Island
$840K +$6.93K +144 +0.8%
MCA
556
MSH Capital Advisors
Arizona
$835K -$67K -1,392 -7%
CCMI
557
Creative Capital Management Investments
California
$832K +$153K +3,172 +22%
LFG
558
Lockerman Financial Group
California
$827K +$214K +4,454 +35%
OFG
559
Orcam Financial Group
California
$817K
FNWM
560
Financial Network Wealth Management
Utah
$810K
IA
561
IFG Advisory
Georgia
$810K +$110K +2,290 +16%
SEP
562
Southland Equity Partners
Missouri
$809K
HIGP
563
Hill Investment Group Partners
Missouri
$802K -$63.3K -1,315 -7%
LL
564
LPWM LLC
Minnesota
$798K +$212K +4,445 +36%
CB
565
Cadence Bank
Mississippi
$798K +$962 +20 +0.1%
ME
566
McIlrath & Eck
Washington
$798K +$27.5K +571 +4%
MFG
567
Merit Financial Group
Georgia
$796K -$3.82M -79,377 -83%
BRWA
568
B. Riley Wealth Advisors
Florida
$796K -$200K -4,148 -20%
EWA
569
EverSource Wealth Advisors
Alabama
$795K -$113K -2,346 -12%
HCM
570
Hollencrest Capital Management
California
$788K -$50.5K -1,049 -6%
NSIM
571
North Star Investment Management
Illinois
$783K -$39.5K -821 -5%
WT
572
Whittier Trust
California
$782K
EWA
573
Encompass Wealth Advisors
Oregon
$780K -$38.5K -800 -5%
KAM
574
Kraft Asset Management
Tennessee
$779K
IC
575
IEQ Capital
California
$777K -$6.16K -128 -0.8%