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Vanguard Tax-Exempt Bond Index Fund

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K
Name Holding Trade Value Shares
Change
Shares
Change %
VI
551
VanderPol Investments
Michigan
$1.3M +$1.3M +25,514 New
EPA
552
Element Pointe Advisors
Florida
$1.3M -$3.98M -77,973 -75%
GJIA
553
Glass Jacobson Investment Advisors
Maryland
$1.29M +$16.3K +320 +1%
CT
554
Columbia Trust
Oregon
$1.29M
SFS
555
Strategic Financial Services
New York
$1.28M +$1.28M +25,165 New
VBWMG
556
Von Berge Wealth Management Group
California
$1.27M -$93.9K -1,843 -7%
OWM
557
Opes Wealth Management
California
$1.26M +$349K +6,830 +38%
TCM
558
Traynor Capital Management
Pennsylvania
$1.26M -$168K -3,282 -12%
CPW
559
Catalyst Private Wealth
California
$1.26M -$5.13M -100,476 -80%
CWI
560
Conscious Wealth Investments
Florida
$1.25M +$1.25M +24,791 New
FWP
561
Firethorn Wealth Partners
Georgia
$1.24M +$988K +19,363 +387%
Thrivent Financial for Lutherans
562
Thrivent Financial for Lutherans
Minnesota
$1.24M -$2.28M -44,758 -65%
SWP
563
ShoreHaven Wealth Partners
New Jersey
$1.24M +$51.3K +1,004 +4%
GA
564
GSG Advisors
New Jersey
$1.24M +$933K +18,310 +307%
JBA
565
Johnson Bixby & Associates
Washington
$1.24M -$201K -3,946 -14%
FNWM
566
Financial Network Wealth Management
Utah
$1.23M +$366K +7,170 +42%
LWM
567
LJI Wealth Management
Indiana
$1.23M -$3.55M -69,453 -74%
TC
568
Telemus Capital
Michigan
$1.22M +$926K +18,139 +314%
SI
569
Stephens Inc
Arkansas
$1.21M -$245K -4,793 -17%
MRWM
570
ML&R Wealth Management
Texas
$1.2M +$853K +16,700 +243%
THWM
571
Taylor Hoffman Wealth Management
Virginia
$1.2M -$240K -4,701 -17%
SRC
572
Sage Rhino Capital
California
$1.2M -$53.2K -1,043 -4%
PSA
573
Plum Street Advisors
Louisiana
$1.19M +$1.19M +23,395 New
DAM
574
Derbend Asset Management
Georgia
$1.19M +$755K +14,789 +175%
MWA
575
Mills Wealth Advisors
Texas
$1.16M -$1.36M -26,615 -54%