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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 %
SMA
751
Sage Mountain Advisors
Georgia
$813K +$131K +2,607 +19%
TC
752
Trust Company
Kansas
$812K +$801K +15,980 +7,297%
AF
753
Aldebaran Financial
$812K +$812K +16,188 New
SF
754
SageOak Financial
Oklahoma
$812K +$812K +16,191 New
WWM
755
Western Wealth Management
Colorado
$812K +$168K +3,349 +26%
SPC
756
Sigma Planning Corp
Michigan
$808K +$491K +9,798 +155%
NWAG
757
Net Worth Advisory Group
Utah
$804K +$511K +10,202 +175%
LSA
758
Lansing Street Advisors
Pennsylvania
$801K +$89.6K +1,787 +13%
CFGS
759
Concourse Financial Group Securities
Alabama
$794K -$157K -3,142 -17%
EWA
760
Elevate Wealth Advisory
Georgia
$792K +$14.9K +297 +2%
BWMG
761
Barnes Wealth Management Group
California
$792K +$792K +15,793 New
IA
762
IFG Advisory
Georgia
$789K -$227K -4,530 -22%
AL
763
ADE LLC
Maryland
$789K
SKK
764
Shepherd Kaplan Krochuk
Massachusetts
$788K
TW
765
Towerpoint Wealth
California
$786K -$8.12K -162 -1%
QPWM
766
Quadrant Private Wealth Management
Pennsylvania
$781K +$153K +3,050 +24%
BDFN
767
Bond & Devick Financial Network
Minnesota
$779K
OPWM
768
Oregon Pacific Wealth Management
Oregon
$779K +$779K +15,530 New
AIP
769
Ameritas Investment Partners
Nebraska
$778K +$21.4K +426 +3%
RTC
770
Riverview Trust Company
Washington
$778K
SIC
771
Sigma Investment Counselors
Michigan
$778K -$6.02K -120 -0.8%
CMA
772
Cedar Mountain Advisors
Oregon
$778K
PP
773
Patron Partners
Texas
$764K -$25.1K -500 -3%
APA
774
Astoria Portfolio Advisors
New York
$763K +$152K +3,075 +25%
RTL
775
Red Tortoise LLC
Georgia
$757K +$153K +3,052 +25%