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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 %
CL
676
Choreo LLC
Illinois
$461K
Fiera Capital (Canada)
677
Fiera Capital (Canada)
Quebec, Canada
$457K
WA
678
Wambolt & Associates
Colorado
$455K +$455K +9,536 New
HIMC
679
Heritage Investors Management Corp
Maryland
$454K
BBW
680
Blue Barn Wealth
Utah
$451K
LNWWM
681
Laird Norton Wetherby Wealth Management
California
$449K +$449K +9,343 New
ECM
682
Exchange Capital Management
Michigan
$449K +$46.5K +967 +12%
PCWA
683
Pacific Capital Wealth Advisors
California
$448K +$3.18K +66 +0.7%
EFG
684
Erickson Financial Group
Pennsylvania
$444K
QCM
685
Quantinno Capital Management
New York
$438K +$438K +9,100 New
SIG
686
Sargent Investment Group
Maryland
$436K -$81.8K -1,700 -16%
CTA
687
Chesley Taft & Associates
Illinois
$432K +$202K +4,200 +88%
SFG
688
StrategIQ Financial Group
Indiana
$429K +$105K +2,175 +32%
KP
689
Keel Point
Alabama
$429K +$16.6K +345 +4%
WAAG
690
Wealth Alliance Advisory Group
Kansas
$429K
MWM
691
Mascoma Wealth Management
New Hampshire
$419K
VAM
692
Verity Asset Management
North Carolina
$417K -$299K -6,217 -42%
DFCM
693
Dark Forest Capital Management
Puerto Rico
$417K +$417K +8,667 New
AWM
694
Aspire Wealth Management
Massachusetts
$411K
WOSD
695
WFA of San Diego
California
$411K +$343K +7,141 +508%
CBFP
696
Cedar Brook Financial Partners
Ohio
$411K +$6.3K +131 +2%
Bessemer Group
697
Bessemer Group
New Jersey
$410K +$17.3K +360 +4%
VFIC
698
Valley Forge Investment Consultants
Pennsylvania
$408K
DAM
699
Derbend Asset Management
Georgia
$406K +$406K +8,433 New
OWA
700
Opal Wealth Advisors
New York
$405K -$46.7K -971 -10%