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Vanguard Tax-Exempt Bond Index Fund

1,210 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K
Name Holding Trade Value Shares
Change
Shares
Change %
WFS
726
WealthGarden F.S.
California
$891K -$1.86K -37 -0.2%
TF
727
Tenon Financial
New Jersey
$886K +$34.5K +687 +4%
LP
728
LGL Partners
Pennsylvania
$884K -$7.47K -149 -0.8%
IC
729
IEQ Capital
California
$883K -$132K -2,636 -13%
LCC
730
Lincoln Capital Corp
Rhode Island
$883K +$9.48K +189 +1%
USCWA
731
U.S. Capital Wealth Advisors
Texas
$881K +$408K +8,133 +86%
PP
732
Prosperity Planning
Missouri
$869K -$886K
MAM
733
MMA Asset Management
Pennsylvania
$865K -$682K -13,604 -44%
Qube Research & Technologies (QRT)
734
Qube Research & Technologies (QRT)
United Kingdom
$864K -$118K -2,349 -12%
WMR
735
Wealth Management Resources
Rhode Island
$863K +$351K +7,000 +69%
ATC
736
Argent Trust Co
Tennessee
$862K -$357K -7,114 -29%
KAM
737
Kraft Asset Management
Tennessee
$861K
EWA
738
Encompass Wealth Advisors
Oregon
$853K
LGA
739
Lebenthal Global Advisors
New York
$853K -$16K -320 -2%
OFG
740
Orcam Financial Group
California
$851K
OC
741
Oakworth Capital
Alabama
$847K +$689K +13,754 +438%
LSAG
742
Lake Street Advisors Group
New Hampshire
$844K +$333K +6,648 +65%
SEP
743
Southland Equity Partners
Missouri
$843K
LL
744
LPWM LLC
Minnesota
$842K +$12.3K +245 +1%
LC
745
Landaas & Company
Wisconsin
$838K
OL
746
Optas LLC
Texas
$836K -$147K -2,923 -15%
WWA
747
Wingate Wealth Advisors
Massachusetts
$833K +$833K +16,624 New
FWM
748
Fairhaven Wealth Management
Illinois
$833K -$4.51K -90 -0.5%
CWC
749
Carolinas Wealth Consulting
North Carolina
$826K +$46.5K +928 +6%
RFN
750
RDA Financial Network
Iowa
$819K +$17.3K +346 +2%