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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 %
CB
651
Centennial Bank
Arkansas
$534K -$9.62K -200 -2%
CFFP
652
Center for Financial Planning
Michigan
$527K +$33.7K +700 +7%
AC
653
Abbrea Capital
California
$527K -$96.3K -2,000 -15%
GDP
654
Great Diamond Partners
Maine
$520K -$67.5K -1,403 -11%
PC
655
Prairiewood Capital
North Dakota
$514K
AWM
656
Atticus Wealth Management
Florida
$514K +$26.4K +548 +5%
PG
657
Proffitt & Goodson
Tennessee
$513K -$343K -7,137 -40%
RSWM
658
Robertson Stephens Wealth Management
California
$512K +$512K +10,652 New
JJBC
659
James J. Burns & Company
New York
$504K +$32.8K +682 +7%
DWP
660
Destiny Wealth Partners
Florida
$504K +$26.8K +557 +6%
WWM
661
Wolff Wiese Magana
California
$499K +$26.4K +549 +6%
LFA
662
Level Financial Advisors
New York
$497K +$147K +3,053 +42%
HWM
663
HB Wealth Management
Georgia
$494K -$9.96K -207 -2%
JIR
664
James Investment Research
Ohio
$494K +$29.3K +610 +6%
CIA
665
Compass Ion Advisors
Pennsylvania
$485K +$53.4K +1,110 +12%
LAM
666
LifePro Asset Management
California
$484K +$3.08K +64 +0.6%
PFS
667
Prospera Financial Services
Texas
$483K +$483K +10,032 New
CFO
668
Collective Family Office
Pennsylvania
$480K +$276K +5,730 +135%
PWA
669
Physician Wealth Advisors
Utah
$480K +$26.5K +554 +6%
CWC
670
Carolinas Wealth Consulting
North Carolina
$479K +$141K +2,964 +41%
SPC
671
Sigma Planning Corp
Michigan
$478K +$29K +603 +6%
TSS
672
Two Sigma Securities
New York
$472K +$472K +9,805 New
AWP
673
Ascent Wealth Partners
New York
$470K -$16.9K -352 -3%
HFAS
674
Hummer Financial Advisory Services
Illinois
$462K
KIC
675
Kensington Investment Counsel
California
$462K +$462K +9,600 New