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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 %
MAM
726
MMA Asset Management
Pennsylvania
$632K -$71.7K -1,405 -10%
BMC
727
Bear Mountain Capital
Washington
$632K +$632K +12,428 New
WT
728
Washington Trust
Rhode Island
$628K
AA
729
AlphaQ Advisors
Florida
$626K -$153K -2,998 -20%
LIG
730
Lokken Investment Group
Delaware
$623K +$328K +6,417 +111%
FF
731
Farrell Financial
New York
$619K +$619K +12,881 New
PHWM
732
Pine Harbor Wealth Management
Maryland
$617K +$617K +12,085 New
GSIS
733
Global Strategic Investment Solutions
Arizona
$616K -$20.6M -403,075 -97%
PG
734
Proffitt & Goodson
Tennessee
$612K +$66.9K +1,310 +12%
IF
735
Intrua Financial
Texas
$612K +$612K +11,982 New
TFM
736
Trademark Financial Management
Minnesota
$611K +$611K +11,965 New
KTA
737
Keeley-Teton Advisors
Illinois
$609K
CWM
738
Certus Wealth Management
California
$608K
WWA
739
WCG Wealth Advisors
Nevada
$600K -$34K -667 -5%
JJBC
740
James J. Burns & Company
New York
$597K +$60.7K +1,188 +11%
BCA
741
Bray Capital Advisors
Florida
$596K -$372K -7,295 -38%
PGA
742
Portland Global Advisors
Maine
$593K -$188K -3,675 -24%
HI
743
Horizon Investments
North Carolina
$582K -$16.8K -330 -3%
AWS
744
Aspen Wealth Strategies
Colorado
$578K -$69.5K -1,362 -11%
AWM
745
Avaii Wealth Management
Wisconsin
$570K -$113K -2,205 -16%
LA
746
LM Advisors
California
$569K +$569K +11,155 New
CB
747
Centennial Bank
Arkansas
$566K
FFN
748
Focus Financial Network
Minnesota
$565K -$1.79M -34,999 -76%
CMBA
749
C.M. Bidwell & Associates
Hawaii
$563K +$279K +5,465 +98%
AC
750
Abbrea Capital
California
$559K