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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 %
CL
776
Choreo LLC
Illinois
$489K +$51 +1 +0%
Fiera Capital (Canada)
777
Fiera Capital (Canada)
Quebec, Canada
$485K
HI
778
Hudock Inc
Pennsylvania
$477K +$185K +3,622 +63%
PCWA
779
Pacific Capital Wealth Advisors
California
$475K
TCG
780
Transcendent Capital Group
Oklahoma
$474K +$474K +9,287 New
EFG
781
Erickson Financial Group
Pennsylvania
$472K
USCWA
782
U.S. Capital Wealth Advisors
Texas
$468K -$161K -3,146 -26%
QCM
783
Quantinno Capital Management
New York
$468K +$3.22K +63 +0.7%
MCM
784
Mattern Capital Management
Colorado
$464K +$43.2K +846 +10%
LWA
785
LWS Wealth Advisors
New Jersey
$464K +$138K +2,698 +42%
PCIG
786
Partners Capital Investment Group
Massachusetts
$463K -$206K -4,039 -31%
KFP
787
Keener Financial Planning
Texas
$461K +$461K +9,023 New
FHC
788
First Heartland Consultants
Missouri
$456K -$342K -6,687 -43%
CFP
789
Catalyst Financial Partners
Massachusetts
$456K -$136K -2,670 -23%
WAAG
790
Wealth Alliance Advisory Group
Kansas
$453K -$1.99K -39 -0.4%
FAIM
791
Financial Advocates Investment Management
Washington
$452K -$235K -4,609 -34%
CPSC
792
Carl P. Sherr & Co
Massachusetts
$451K +$451K +8,830 New
MIAS
793
Mason Investment Advisory Services
Virginia
$449K +$42.9K +841 +11%
SCA
794
Scott Capital Advisors
Oregon
$449K +$79.3K +1,554 +21%
AWM
795
Accurate Wealth Management
Florida
$449K -$222K -4,344 -33%
ECM
796
Exchange Capital Management
Michigan
$449K -$27.6K -540 -6%
RWB
797
RMR Wealth Builders
New Jersey
$448K +$448K +8,778 New
LSAG
798
Lake Street Advisors Group
New Hampshire
$448K +$448K +8,767 New
DFCM
799
Dark Forest Capital Management
Puerto Rico
$442K
LAM
800
Lakewood Asset Management
Illinois
$442K +$13.8K +271 +3%