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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 %
LAM
701
Lakewood Asset Management
Illinois
$403K +$19.2K +400 +5%
APIM
702
Agate Pass Investment Management
Washington
$402K +$625 +13 +0.2%
DADC
703
D.A. Davidson & Co
Montana
$401K -$102K -2,111 -20%
WAM
704
Weatherly Asset Management
California
$397K +$397K +8,250 New
MCM
705
Mattern Capital Management
Colorado
$397K -$19.8K -411 -5%
RA
706
Regis Acquisition
Colorado
$394K
RFP
707
Roth Financial Partners
Texas
$394K +$394K +8,190 New
HWAM
708
Hennion & Walsh Asset Management
New Jersey
$391K
PW
709
Peninsula Wealth
California
$389K -$4.37K -92 -1%
EWA
710
ERTS Wealth Advisors
Michigan
$385K +$7.41K +154 +2%
MIAS
711
Mason Investment Advisory Services
Virginia
$383K +$110K +2,287 +40%
EIP
712
Ellis Investment Partners
Pennsylvania
$379K +$19.8K +411 +5%
BJL
713
Brighton Jones LLC
Washington
$375K -$155K -3,232 -29%
BWM
714
Baystate Wealth Management
Massachusetts
$373K +$373K +7,755 New
SHWM
715
Smith & Howard Wealth Management
Georgia
$373K
PI
716
PFG Investments
New York
$364K -$7.07K -147 -2%
WI
717
Wintrust Investments
Illinois
$362K -$14.5K -301 -4%
AFA
718
American Financial Advisors
Georgia
$362K +$67.9K +1,411 +23%
MC
719
Moors & Cabot
Massachusetts
$361K
KL
720
KilterHowling LLC
Colorado
$358K -$576K -11,967 -62%
SF
721
Synovus Financial
Georgia
$357K -$10.8K -224 -3%
RF
722
RHS Financial
California
$354K +$354K +7,369 New
WHCI
723
W.H. Cornerstone Investments
Massachusetts
$354K +$2.55K +53 +0.7%
BIA
724
Bell Investment Advisors
California
$352K +$352K +7,327 New
FPAS
725
Focus Partners Advisor Solutions
Missouri
$349K -$6.73K -140 -2%