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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 %
PA
601
PFW Advisors
Georgia
$1.04M
MFG
602
Merit Financial Group
Georgia
$1.04M +$195K +3,813 +23%
Qube Research & Technologies (QRT)
603
Qube Research & Technologies (QRT)
United Kingdom
$1.03M +$1.03M +20,152 +19,565%
AWAG
604
ARS Wealth Advisors Group
Florida
$1.03M -$3.93K -77 -0.4%
JGIA
605
Jackson Grant Investment Advisers
Connecticut
$1.03M -$340K -6,663 -25%
RZH
606
Relyea Zuckerberg Hanson
Connecticut
$1.03M -$1.37M -26,748 -57%
LIWM
607
Long Island Wealth Management
New York
$1.02M +$1.02M +20,057 New
BB
608
Bell Bank
North Dakota
$1.02M
AAS
609
Ameritas Advisory Services
Nebraska
$1.01M -$842K -16,580 -45%
EA
610
Evolution Advisers
Virginia
$1.01M +$401K +7,884 +66%
LGA
611
Lebenthal Global Advisors
New York
$1.01M +$16.6K +326 +2%
HNWAG
612
High Net Worth Advisory Group
Florida
$1.01M +$77.2K +1,512 +8%
IC
613
IEQ Capital
California
$1.01M +$184K +3,597 +22%
BAM
614
Belpointe Asset Management
Nevada
$1.01M +$377K +7,382 +60%
WFM
615
Wolff Financial Management
Michigan
$1.01M +$5.72K +112 +0.6%
ATC
616
Argent Trust Co
Tennessee
$1M +$1M +19,655 New
HWM
617
HB Wealth Management
Georgia
$1M +$479K +9,383 +91%
ML
618
Mayport LLC
Massachusetts
$997K +$188K +3,675 +23%
SCM
619
Steele Capital Management
Iowa
$986K +$986K +19,305 New
RFN
620
RDA Financial Network
Iowa
$984K +$984K +19,277 New
BlackRock
621
BlackRock
New York
$982K +$982K +19,242 New
WIA
622
World Investment Advisors
California
$976K -$470K -9,204 -32%
EWM
623
EPG Wealth Management
Georgia
$976K -$116K -2,296 -11%
FA
624
Fiducient Advisors
Illinois
$966K -$152K -2,982 -14%
AF
625
Advisornet Financial
Minnesota
$956K -$174K -3,418 -15%