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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 %
BC
651
Brio Consultants
California
$854K +$333K +6,572 +64%
SEP
652
Southland Equity Partners
Missouri
$851K
LAM
653
Lakewood Asset Management
Illinois
$849K +$412K +8,138 +94%
CPP
654
Capasso Planning Partners
South Carolina
$848K -$28.2K -557 -3%
BlackRock
655
BlackRock
New York
$842K -$131K -2,592 -13%
UAG
656
United Advisor Group
Ohio
$842K -$487K -9,621 -37%
PA
657
Pineridge Advisors
Missouri
$836K -$40.7K -804 -5%
UCFA
658
United Capital Financial Advisors
Texas
$829K -$1.34M -26,386 -62%
TGCMU
659
Titan Global Capital Management USA
New York
$829K +$113K +2,238 +16%
MFG
660
MidWestOne Financial Group
Iowa
$825K +$607K +12,000 +278%
WIA
661
Wetzel Investment Advisors
Indiana
$823K -$8.79K -176 -1%
FWM
662
Fairhaven Wealth Management
Illinois
$815K -$3.75M -74,104 -82%
PWP
663
Precedent Wealth Partners
Texas
$813K +$101K +1,995 +14%
AR
664
Apeiron RIA
Texas
$812K +$7.19K +142 +0.9%
WMR
665
Wealth Management Resources
Rhode Island
$810K +$810K +16,000 New
NCM
666
Northwest Capital Management
Oregon
$809K
MSFS
667
Main Street Financial Solutions
Pennsylvania
$807K +$807K +15,952 New
TW
668
Towerpoint Wealth
California
$801K
JCM
669
Janney Capital Management
Pennsylvania
$798K -$3.85K -76 -0.5%
FPCG
670
Forum Private Client Group
Indiana
$797K +$365K +7,219 +85%
AL
671
ADE LLC
Maryland
$796K -$1.62M -32,066 -67%
LL
672
LPWM LLC
Minnesota
$796K -$2.64K -53 -0.3%
BRWA
673
B. Riley Wealth Advisors
Florida
$796K +$48.9K +1,017 +7%
SKK
674
Shepherd Kaplan Krochuk
Massachusetts
$796K
BDFN
675
Bond & Devick Financial Network
Minnesota
$792K