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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 %
FHC
701
First Heartland Consultants
Missouri
$730K +$278K +5,498 +62%
GA
702
Greytown Advisors
Florida
$730K +$195K +3,855 +36%
HP
703
HT Partners
Connecticut
$722K +$321K +6,342 +80%
WPWM
704
Windward Private Wealth Management
Kansas
$719K -$408K -8,056 -36%
CWC
705
Carolinas Wealth Consulting
North Carolina
$712K +$22.5K +444 +3%
ACG
706
Allen Capital Group
Nebraska
$710K +$481K +9,508 +211%
EWS
707
Eagle Wealth Strategies
New Jersey
$695K +$13.4K +267 +2%
AF
708
Apexium Financial
Texas
$690K +$21.4K +422 +3%
BC
709
Burney Company
Virginia
$690K +$55.1K +1,088 +9%
APA
710
Astoria Portfolio Advisors
New York
$674K -$32.3K -647 -5%
IWA
711
Icon Wealth Advisors
Texas
$674K +$29.3K +579 +5%
FA
712
FSA Advisors
Michigan
$672K -$354 -7 -0.1%
BWM
713
BCGM Wealth Management
Indiana
$666K
FMC
714
First Merchants Corp
Indiana
$664K -$86K -1,700 -11%
SIG
715
Spinnaker Investment Group
California
$660K +$6.33K +125 +1%
MWA
716
Mills Wealth Advisors
Texas
$659K -$496K -9,796 -43%
GIA
717
Goodwin Investment Advisory
Georgia
$657K -$159K -3,142 -19%
WMA
718
West Michigan Advisors
Michigan
$655K -$5.01K -99 -0.8%
LIG
719
Lokken Investment Group
Delaware
$655K +$36.9K +730 +6%
PCMC
720
Private Capital Management (Colorado)
Colorado
$654K -$71.6K -1,415 -10%
BIM
721
Breakwater Investment Management
Washington
$653K +$653K +12,899 New
CLG
722
Cooperman Leon G
$652K
FFS
723
Founders Financial Securities
Maryland
$651K -$135K -2,667 -17%
NG
724
Norden Group
Utah
$650K -$863K -17,048 -57%
FAIM
725
Financial Advocates Investment Management
Washington
$648K +$200K +3,951 +45%