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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 %
WG
801
Wealth Group
North Carolina
$460K +$460K +9,093 New
AWM
802
Accurate Wealth Management
Florida
$459K +$19.1K +382 +4%
CWA
803
Continuum Wealth Advisors
New York
$458K +$458K +9,044 New
RWB
804
RMR Wealth Builders
New Jersey
$456K +$11.9K +235 +3%
MCM
805
Mattern Capital Management
Colorado
$452K -$7.84K -155 -2%
CPSC
806
Carl P. Sherr & Co
Massachusetts
$447K
AWP
807
Avid Wealth Partners
Texas
$446K +$446K +8,823 New
LSAG
808
Lake Street Advisors Group
New Hampshire
$444K
WWM
809
Western Wealth Management
Colorado
$443K +$7.69K +152 +2%
OC
810
Oppenheimer & Co
New York
$442K +$157K +3,110 +55%
BIA
811
Bell Investment Advisors
California
$441K +$20.9K +413 +5%
EIP
812
Ellis Investment Partners
Pennsylvania
$434K +$5.21K +103 +1%
FNC
813
First National Corp
Massachusetts
$431K
VFIC
814
Valley Forge Investment Consultants
Pennsylvania
$429K
HAS
815
HBW Advisory Services
California
$427K
RDFA
816
Ritter Daniher Financial Advisory
Ohio
$425K
JFG
817
JMG Financial Group
Illinois
$425K +$154K +3,050 +57%
BWM
818
BCS Wealth Management
Tennessee
$422K +$44.6K +883 +12%
C
819
CEDRUS
Colorado
$420K
HIC
820
Holderness Investments Company
North Carolina
$417K
GSWM
821
Greenup Street Wealth Management
Michigan
$412K +$100K +1,977 +32%
SCP
822
Stevens Capital Partners
Nebraska
$412K +$412K +8,143 New
PWA
823
Physician Wealth Advisors
Utah
$411K -$21.1K -423 -5%
VFPW
824
Vantage Financial Partners (Wisconsin)
Wisconsin
$409K +$2.13K +42 +0.5%
BAMG
825
Brand Asset Management Group
Missouri
$406K +$23.8K +470 +6%