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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 %
LWL
576
Leo Wealth LLC
Texas
$1.16M +$1.16M +22,675 New
CFGS
577
Concourse Financial Group Securities
Alabama
$1.16M -$55K -1,077 -5%
1IA
578
1834 Investment Advisors
Wisconsin
$1.15M +$794K +15,560 +221%
ACP
579
Aviance Capital Partners
Florida
$1.15M -$108K -2,123 -9%
WPWM
580
Windward Private Wealth Management
Kansas
$1.14M -$931K -18,244 -45%
MWP
581
Meredith Wealth Planning
Illinois
$1.13M +$431K +8,442 +61%
Betterment LLC
582
Betterment LLC
New York
$1.13M +$30.5K +597 +3%
WPW
583
Watershed Private Wealth
Illinois
$1.12M
PP
584
Patron Partners
Texas
$1.11M -$108K -2,111 -9%
WA
585
WBH Advisory
Maryland
$1.11M +$356K +6,979 +47%
LFP
586
Leeward Financial Partners
Washington
$1.1M +$106K +2,073 +11%
CG
587
CFO4Life Group
Texas
$1.1M +$1.1M +21,624 New
CCFCSB
588
Cape Cod Five Cents Savings Bank
Massachusetts
$1.1M -$1.8M -35,305 -62%
ACS
589
Archford Capital Strategies
Illinois
$1.1M -$93.2K -1,826 -8%
GWM
590
Geneos Wealth Management
Colorado
$1.09M +$120K +2,346 +12%
PP
591
Prosperity Planning
Missouri
$1.09M -$1.06M
GFWA
592
Grey Fox Wealth Advisors
Delaware
$1.08M -$129K -2,528 -11%
TWM
593
TriaGen Wealth Management
California
$1.08M +$10.5K +206 +1%
SIG
594
Sargent Investment Group
Maryland
$1.07M +$607K +11,900 +131%
HP
595
Hilltop Partners
Indiana
$1.07M -$222K -4,344 -17%
RWM
596
Revisor Wealth Management
Ohio
$1.06M +$709K +13,882 +203%
SAM
597
S.A. Mason
Michigan
$1.04M -$35.7K -700 -3%
TFA
598
TPG Financial Advisors
Oregon
$1.04M +$14.4K +282 +1%
IA
599
IFG Advisory
Georgia
$1.04M +$183K +3,577 +21%
BV
600
Boxwood Ventures
Illinois
$1.04M