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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 %
LBC
826
Lowe Brockenbrough & Co
Virginia
$405K
EWA
827
ERTS Wealth Advisors
Michigan
$404K +$1.01K +20 +0.3%
NHC
828
Nicholas Hoffman & Company
Georgia
$400K +$61.7K +1,219 +18%
CAC
829
Certified Advisory Corp
Florida
$399K +$131K +2,585 +49%
LFA
830
Level Financial Advisors
New York
$397K +$13.9K +275 +4%
OPOWM
831
One Plus One Wealth Management
Florida
$394K
CA
832
Claro Advisors
Massachusetts
$393K +$393K +7,774 New
KTA
833
Keeley-Teton Advisors
Illinois
$393K -$210K -4,155 -35%
SPC
834
Sigma Planning Corp
Michigan
$389K +$389K +7,697 New
LNWWM
835
Laird Norton Wetherby Wealth Management
California
$387K -$379K -7,499 -50%
AFA
836
American Financial Advisors
Georgia
$385K +$7.54K +149 +2%
HWM
837
Horizons Wealth Management
North Carolina
$385K
SCA
838
Snowden Capital Advisors
New York
$382K +$90.3K +1,784 +31%
QPWM
839
Quadrant Private Wealth Management
Pennsylvania
$381K -$46.2K -914 -11%
SG
840
StoneX Group
New York
$381K +$22K +434 +6%
IWN
841
Independent Wealth Network
Iowa
$381K +$1.06K +21 +0.3%
MC
842
Moors & Cabot
Massachusetts
$380K
WHCI
843
W.H. Cornerstone Investments
Massachusetts
$378K +$1.92K +38 +0.5%
SWM
844
Sterling Wealth Management
Illinois
$376K
CIM
845
Cambria Investment Management
California
$374K -$5.62K -111 -1%
PFS
846
Prospect Financial Services
New York
$374K +$60.8K +1,201 +19%
VBFP
847
Valtinson Bruner Financial Planning
Minnesota
$372K
HIF
848
Hill Island Financial
Michigan
$371K +$371K +7,336 New
TWA
849
TCI Wealth Advisors
Arizona
$370K +$370K +7,312 New
EL
850
EWA LLC
Pennsylvania
$370K -$362K -7,214 -49%