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Vanguard Tax-Exempt Bond Index Fund

1,065 hedge funds and large institutions have $25.2B invested in Vanguard Tax-Exempt Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 431 increasing their positions, 331 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
+146
Holders Change %
+15.89%
% of All Funds
15.61%
Holding in Top 10
91
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+15.19%
% of All Funds
1.33%
New
216
Increased
431
Reduced
331
Closed
60
Calls
$781K
Puts
$2.77M
Net Calls
-$1.99M
Net Calls Change
-$486K
Name Holding Trade Value Shares
Change
Shares
Change %
SKK
676
Shepherd Kaplan Krochuk
Massachusetts
$803K +$803K +15,724 New
BDFN
677
Bond & Devick Financial Network
Minnesota
$799K
BRWA
678
B. Riley Wealth Advisors
Florida
$793K -$51.9K -1,017 -6%
FFS
679
Founders Financial Securities
Maryland
$793K +$114K +2,234 +17%
EIA
680
Eldridge Investment Advisors
New Hampshire
$789K -$174K -3,410 -18%
RC
681
Roundview Capital
New Jersey
$789K +$527K +10,327 +202%
CANC
682
Culbertson A N & Co
Virginia
$784K +$43.4K +850 +6%
AIP
683
Ameritas Investment Partners
Nebraska
$780K -$144K -2,823 -16%
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$780K +$732K +14,337 +1,533%
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$773K +$296K +5,801 +62%
KWM
686
Kingsview Wealth Management
Oregon
$771K -$1.6M -31,355 -67%
HCM
687
Hollencrest Capital Management
California
$770K -$66.2K -1,297 -8%
LC
688
Landaas & Company
Wisconsin
$768K
ACM
689
AlphaStar Capital Management
North Carolina
$764K +$764K +14,964 New
MWA
690
Moser Wealth Advisors
Washington
$763K -$48.5K -950 -6%
AAG
691
Armstrong Advisory Group
Massachusetts
$763K -$817 -16 -0.1%
JSW
692
Journey Strategic Wealth
New Jersey
$761K +$520K +10,195 +217%
KBFS
693
Kohmann Bosshard Financial Services
Ohio
$760K +$102 +2 +0%
FMC
694
First Merchants Corp
Indiana
$757K +$26.8K +526 +4%
NSIM
695
North Star Investment Management
Illinois
$754K -$76.6K -1,500 -9%
FWA
696
FSM Wealth Advisors
Ohio
$752K +$37.8K +740 +5%
RT
697
Rockland Trust
Massachusetts
$750K -$2.41M -47,276 -76%
CCFM
698
Clear Creek Financial Management
Washington
$748K -$48.9K -958 -6%
DFA
699
DHJJ Financial Advisors
Illinois
$743K +$743K +14,551 +145,510%
OFS
700
OneAscent Financial Services
Alabama
$742K +$742K +14,531 New