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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 %
SWA
626
Sax Wealth Advisors
New Jersey
$927K +$23.1K +456 +3%
RFN
627
RDA Financial Network
Iowa
$925K -$49.9K -987 -5%
HWM
628
HB Wealth Management
Georgia
$922K -$71.8K -1,418 -7%
SIG
629
Sargent Investment Group
Maryland
$911K -$150K -2,962 -14%
LFG
630
Lockerman Financial Group
California
$910K +$21.2K +419 +2%
FRA
631
Frank Rimerman Advisors
California
$905K
SCTC
632
Sanibel Captiva Trust Company
Florida
$904K +$69.3K +1,369 +8%
EWA
633
Encompass Wealth Advisors
Oregon
$902K +$81K +1,600 +10%
EA
634
Eclectic Associates
California
$899K -$421K -8,312 -32%
ACS
635
Archford Capital Strategies
Illinois
$898K -$190K -3,762 -17%
EWM
636
EPG Wealth Management
Georgia
$897K -$81.6K -1,613 -8%
MNBTD
637
Moody National Bank Trust Division
Texas
$894K
MA
638
Montag & Associates
Georgia
$893K +$61.1K +1,207 +7%
GFPC
639
Global Financial Private Client
Florida
$887K +$3.42K +68 +0.4%
CCMI
640
Creative Capital Management Investments
California
$886K +$9.92K +196 +1%
MFIM
641
Mesirow Financial Investment Management
Illinois
$881K -$19.7K -390 -2%
NC
642
NewSquare Capital
Pennsylvania
$879K -$26.1K -515 -3%
ATPW
643
Ashton Thomas Private Wealth
Arizona
$877K -$491K -9,708 -36%
KAM
644
Kraft Asset Management
Tennessee
$875K
HIGP
645
Hill Investment Group Partners
Missouri
$864K +$55.8K +1,102 +7%
LPAM
646
Lodestar Private Asset Management
California
$864K +$6.93K +137 +0.8%
AAP
647
Arax Advisory Partners
Colorado
$860K +$128K +2,529 +17%
OFG
648
Orcam Financial Group
California
$859K
IC
649
IEQ Capital
California
$858K -$141K -2,779 -14%
TF
650
Tenon Financial
New Jersey
$858K +$858K +16,959 New