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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 %
SIC
676
Sigma Investment Counselors
Michigan
$791K -$56.7K -1,120 -7%
AFGAS
677
Allegiance Financial Group Advisory Services
Virginia
$791K -$9.06K -179 -1%
CBFP
678
Cedar Brook Financial Partners
Ohio
$788K -$33.2K -657 -4%
RTC
679
Riverview Trust Company
Washington
$786K +$786K +15,525 New
CCA
680
Checchi Capital Advisers
California
$784K +$784K +15,489 New
RC
681
Roundview Capital
New Jersey
$782K
LC
682
Landaas & Company
Wisconsin
$776K +$15K +297 +2%
RFG
683
RFP Financial Group
Georgia
$765K +$222K +4,382 +41%
AAG
684
Armstrong Advisory Group
Massachusetts
$763K
BWP
685
Bernardo Wealth Planning
Pennsylvania
$761K +$761K +15,041 New
PG
686
Proffitt & Goodson
Tennessee
$760K +$154K +3,041 +25%
APWM
687
Argonautica Private Wealth Management
Massachusetts
$759K +$97.2K +1,920 +15%
VC
688
Veery Capital
Delaware
$756K -$1.27M -25,037 -63%
PA
689
Procyon Advisors
Connecticut
$755K -$3.23M -63,741 -81%
KBFS
690
Kohmann Bosshard Financial Services
Ohio
$754K
CL
691
Choreo LLC
Illinois
$754K +$269K +5,317 +56%
AIP
692
Ameritas Investment Partners
Nebraska
$750K -$23.5K -464 -3%
DFA
693
DHJJ Financial Advisors
Illinois
$749K +$12.7K +250 +2%
OFS
694
OneAscent Financial Services
Alabama
$748K +$12.3K +243 +2%
NSIM
695
North Star Investment Management
Illinois
$748K
MWA
696
Moser Wealth Advisors
Washington
$744K -$12.7K -250 -2%
MWP
697
Madison Wealth Partners
Wisconsin
$738K +$100K +1,977 +16%
JSW
698
Journey Strategic Wealth
New Jersey
$733K -$20.9K -413 -3%
HCM
699
Hollencrest Capital Management
California
$733K -$30.4K -600 -4%
MAM
700
MMA Asset Management
Pennsylvania
$732K +$109K +2,171 +18%