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Vanguard Tax-Exempt Bond Index Fund

919 hedge funds and large institutions have $20.8B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 407 increasing their positions, 288 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+31
Holders Change %
+3.49%
% of All Funds
14.65%
Holding in Top 10
79
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.82%
% of All Funds
1.26%
New
101
Increased
407
Reduced
288
Closed
60
Calls
$1.04M
Puts
$2.54M
Net Calls
-$1.5M
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
626
Cypress Wealth Services
California
$602K +$74K +1,538 +14%
FWP
627
Falcon Wealth Planning
California
$602K
SIC
628
Sigma Investment Counselors
Michigan
$601K -$29.4K -612 -5%
PWMG
629
Provence Wealth Management Group
California
$600K +$213K +4,423 +55%
WWA
630
WCG Wealth Advisors
Nevada
$597K +$1.49K +31 +0.3%
LSIA
631
LaSalle St. Investment Advisors
Illinois
$596K +$22.1K +461 +4%
BAM
632
Belpointe Asset Management
Nevada
$593K +$159K +3,300 +37%
USCWA
633
U.S. Capital Wealth Advisors
Texas
$593K +$291K +6,045 +96%
WT
634
Washington Trust
Rhode Island
$592K
TGCMU
635
Titan Global Capital Management USA
New York
$583K +$99.4K +2,067 +21%
EA
636
Evolution Advisers
Virginia
$577K
KTA
637
Keeley-Teton Advisors
Illinois
$574K
CWM
638
Certus Wealth Management
California
$573K +$573K +11,919 New
MWP
639
Madison Wealth Partners
Wisconsin
$573K -$272K -5,645 -32%
PCMC
640
Private Capital Management (Colorado)
Colorado
$573K +$328K +6,815 +134%
FWA
641
Freedom Wealth Alliance
Wisconsin
$570K -$7.7K -160 -1%
HI
642
Horizon Investments
North Carolina
$563K -$8.79M -183,631 -94%
Fisher Asset Management
643
Fisher Asset Management
Washington
$563K -$86.2K -1,792 -13%
WA
644
Wealth Alliance
New York
$560K +$560K +11,635 New
CFP
645
Catalyst Financial Partners
Massachusetts
$558K
CFMC
646
Curbstone Financial Management Corp
New Hampshire
$556K
BC
647
Burney Company
Virginia
$553K +$17.1K +356 +3%
DI
648
Disciplined Investments
Oklahoma
$552K +$5.63K +117 +1%
UCFA
649
United Capital Financial Advisors
Texas
$547K -$593K -12,324 -52%
WMA
650
West Michigan Advisors
Michigan
$546K -$9.81K -204 -2%