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Vanguard Tax-Exempt Bond Index Fund

1,210 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
601
Bouchey Financial Group
New York
$1.42M
OWA
602
Oak Wealth Advisors
Illinois
$1.41M +$1.41M +28,219 New
AWAP
603
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.4M
PF
604
Penney Financial
Texas
$1.4M +$73.6K +1,468 +6%
IPW
605
Intergy Private Wealth
Colorado
$1.4M -$93.1K -1,858 -6%
VBWMG
606
Von Berge Wealth Management Group
California
$1.4M -$233K -4,648 -14%
JIR
607
James Investment Research
Ohio
$1.4M -$782K -15,591 -36%
OAJ
608
Ogorek Anthony Joseph
New York
$1.39M -$397K -7,929 -22%
LPP
609
Life Planning Partners
Florida
$1.39M -$505K -10,074 -27%
CFA
610
Cahill Financial Advisors
Minnesota
$1.39M +$59.4K +1,185 +4%
GJIA
611
Glass Jacobson Investment Advisors
Maryland
$1.39M +$130K +2,589 +10%
DAS
612
Diversify Advisory Services
Utah
$1.39M -$198K -3,985 -13%
WAL
613
W Advisors LLC
Tennessee
$1.38M -$284K -5,673 -17%
VCA
614
Verdence Capital Advisors
Maryland
$1.37M -$70.5K -1,407 -5%
PA
615
Perennial Advisors
New York
$1.36M +$1.36M +27,070 New
WPWM
616
Windward Private Wealth Management
Kansas
$1.35M +$397K +7,913 +42%
HR
617
Howe & Rusling
New York
$1.34M -$34.8K -695 -3%
CIP
618
Capital Insight Partners
Arizona
$1.33M -$56.3K -1,123 -4%
BWP
619
Bernardo Wealth Planning
Pennsylvania
$1.33M -$15.3K -308 -1%
CM
620
Columbus Macro
Pennsylvania
$1.32M -$19.9K -396 -1%
AF
621
Apexium Financial
Texas
$1.32M +$194K +3,864 +17%
PWP
622
Precedent Wealth Partners
Texas
$1.31M +$218K +4,357 +20%
CFG
623
Certior Financial Group
Pennsylvania
$1.31M +$1.31M +26,037 New
PFS
624
Prospera Financial Services
Texas
$1.28M +$57.9K +1,154 +5%
LWM
625
LJI Wealth Management
Indiana
$1.28M +$60.9K +1,214 +5%