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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 %
SRC
551
Sage Rhino Capital
California
$1.24M +$53.6K +1,060 +5%
FAG
552
Financial Architects (Georgia)
Georgia
$1.24M -$251K -4,960 -17%
BBA
553
BLB&B Advisors
Pennsylvania
$1.22M +$1.22M +24,130 New
SF
554
Synovus Financial
Georgia
$1.21M +$790K +15,614 +188%
SWP
555
ShoreHaven Wealth Partners
New Jersey
$1.21M -$19.5K -385 -2%
CFGS
556
Concourse Financial Group Securities
Alabama
$1.21M +$60.8K +1,202 +5%
FWP
557
Firethorn Wealth Partners
Georgia
$1.2M -$35.9K -709 -3%
FHA
558
Flagship Harbor Advisors
Massachusetts
$1.19M +$303K +5,982 +34%
MWM
559
Mission Wealth Management
California
$1.19M +$952K +18,824 +407%
JGIA
560
Jackson Grant Investment Advisers
Connecticut
$1.18M +$159K +3,151 +16%
THWM
561
Taylor Hoffman Wealth Management
Virginia
$1.18M -$9.26K -183 -0.8%
DAM
562
Derbend Asset Management
Georgia
$1.18M +$607 +12 +0.1%
FCBT
563
First Citizens Bank & Trust
North Carolina
$1.17M -$10.9M -215,339 -90%
LWL
564
Leo Wealth LLC
Texas
$1.15M +$3.09K +61 +0.3%
GSIS
565
Global Strategic Investment Solutions
Arizona
$1.15M +$538K +10,624 +88%
HR
566
Howe & Rusling
New York
$1.13M +$288K +5,699 +34%
IA
567
IFG Advisory
Georgia
$1.13M +$96.7K +1,912 +9%
AP
568
Americana Partners
Texas
$1.13M -$2.79M -55,173 -71%
GWM
569
Geneos Wealth Management
Colorado
$1.12M +$40.6K +802 +4%
RZH
570
Relyea Zuckerberg Hanson
Connecticut
$1.12M +$107K +2,119 +11%
TGAM
571
TBH Global Asset Management
Tennessee
$1.12M +$1.12M +22,172 New
CCG
572
Catalina Capital Group
California
$1.12M +$1.12M +22,164 New
BAM
573
Belpointe Asset Management
Nevada
$1.12M +$121K +2,382 +12%
RFS
574
Richardson Financial Services
Massachusetts
$1.12M +$1.12M +22,424 New
TCWA
575
Turtle Creek Wealth Advisors
Texas
$1.11M +$816K +16,131 +276%