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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 %
SCA
776
Scott Capital Advisors
Oregon
$510K +$68.8K +1,372 +16%
AWP
777
Ascent Wealth Partners
New York
$507K +$7.64K +151 +2%
LAM
778
LifePro Asset Management
California
$505K -$4.05K -80 -0.8%
BJL
779
Brighton Jones LLC
Washington
$501K +$87.8K +1,735 +21%
SCI
780
Silver Coast Investments
United States
$501K -$3.19K -63 -0.6%
ACI
781
Alpha Cubed Investments
California
$499K +$499K +9,868 New
ZF
782
Zhang Financial
Michigan
$496K +$496K +9,800 New
FIA
783
Foundations Investment Advisors
Arizona
$495K +$253K +4,994 +104%
KFP
784
Keener Financial Planning
Texas
$492K +$35K +690 +8%
MIAS
785
Mason Investment Advisory Services
Virginia
$487K +$41.9K +828 +9%
TCG
786
Transcendent Capital Group
Oklahoma
$487K +$16.8K +332 +4%
HFAS
787
Hummer Financial Advisory Services
Illinois
$486K
JIR
788
James Investment Research
Ohio
$485K
Fiera Capital (Canada)
789
Fiera Capital (Canada)
Quebec, Canada
$481K
VP
790
Verum Partners
North Carolina
$479K +$179K +3,546 +60%
NW
791
NewEdge Wealth
Pennsylvania
$478K -$3.49M -69,974 -88%
CFGSD
792
Compass Financial Group (South Dakota)
South Dakota
$474K -$17.6K -347 -4%
HI
793
Hudock Inc
Pennsylvania
$473K
AAS
794
Annex Advisory Services
Wisconsin
$473K -$3.53M -69,708 -88%
PCWA
795
Pacific Capital Wealth Advisors
California
$471K
HWA
796
HCR Wealth Advisors
California
$471K +$471K +9,300 New
EB
797
Emprise Bank
Kansas
$468K +$468K +9,257 New
PCS
798
Private Client Services
Kentucky
$466K +$84.6K +1,671 +22%
WA
799
Wambolt & Associates
Colorado
$463K +$29K +576 +7%
PGA
800
Portland Global Advisors
Maine
$461K -$127K -2,505 -22%