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Vanguard Tax-Exempt Bond Index Fund

1,097 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
676
Prosperity Planning
Missouri
$886K -$1.06M -21,069 Closed
KAM
677
Kraft Asset Management
Tennessee
$884K
BC
678
Burney Company
Virginia
$882K +$56.4K +1,104 +7%
SIG
679
Sargent Investment Group
Maryland
$876K -$16.3K -319 -2%
EWA
680
Encompass Wealth Advisors
Oregon
$870K -$40.9K -800 -4%
OFG
681
Orcam Financial Group
California
$868K -$613 -12 -0.1%
TF
682
Tenon Financial
New Jersey
$867K -$12.2K -239 -1%
PFS
683
Prospect Financial Services
New York
$861K +$16.5K +323 +2%
SEP
684
Southland Equity Partners
Missouri
$859K
UCFA
685
United Capital Financial Advisors
Texas
$855K -$32.5K -636 -4%
FWM
686
Fairhaven Wealth Management
Illinois
$854K -$69K -1,350 -7%
LC
687
Landaas & Company
Wisconsin
$854K +$70.6K +1,381 +9%
PCS
688
Private Client Services
Kentucky
$846K +$361K +7,060 +74%
LL
689
LPWM LLC
Minnesota
$845K -$3.68K -72 -0.4%
HIGP
690
Hill Investment Group Partners
Missouri
$839K +$2.75K +55 +0.3%
AR
691
Apeiron RIA
Texas
$829K +$4.91K +96 +0.6%
GT
692
Glenview Trust
Kentucky
$822K +$253K +4,957 +45%
KBFS
693
Kohmann Bosshard Financial Services
Ohio
$822K +$49.8K +974 +6%
AA
694
Advisory Alpha
Michigan
$818K -$818 -16 -0.1%
RFN
695
RDA Financial Network
Iowa
$817K
FAIM
696
Financial Advocates Investment Management
Washington
$815K +$207K +4,050 +34%
TW
697
Towerpoint Wealth
California
$809K
CFGSD
698
Compass Financial Group (South Dakota)
South Dakota
$807K +$105K +2,049 +15%
CWI
699
Conscious Wealth Investments
Florida
$806K -$3.26K -65 -0.4%
PP
700
Patron Partners
Texas
$805K -$252K -4,934 -24%