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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 %
PWM
876
Penobscot Wealth Management
Maine
$308K +$11K +218 +4%
O3W
877
Omni 360 Wealth
New Jersey
$307K +$1.62K +32 +0.5%
ST
878
Sabal Trust
Florida
$304K
WFA
879
Wells Financial Advisors
Massachusetts
$304K +$304K +6,000 New
GWMIA
880
Global Wealth Management Investment Advisory
Florida
$303K -$349K -6,899 -54%
NCMW
881
Northern Capital Management (Washington)
Washington
$301K +$301K +5,944 New
FFG
882
Frisch Financial Group
New York
$299K -$152 -3 -0.1%
CIA
883
Compass Ion Advisors
Pennsylvania
$299K -$77.1K -1,524 -21%
CAMG
884
CWA Asset Management Group
Florida
$293K +$16.8K +332 +6%
FCFC
885
First Citizens Financial Corp
Iowa
$291K
WI
886
Wintrust Investments
Illinois
$291K -$2.12K -42 -0.7%
DWM
887
Dogwood Wealth Management
Kansas
$288K -$51 -1 -0%
SFG
888
Sovereign Financial Group
Connecticut
$285K +$14.5K +287 +5%
KFI
889
Key Financial Inc
Pennsylvania
$285K
WIM
890
Westside Investment Management
California
$284K
CA
891
Calton & Associates
Florida
$281K +$658 +13 +0.2%
SAM
892
Summit Asset Management
Tennessee
$281K
MWM
893
Mascoma Wealth Management
New Hampshire
$279K -$51 -1 -0%
SAM
894
Sawgrass Asset Management
Florida
$279K
BWP
895
Baldwin Wealth Partners
Massachusetts
$277K +$44.8K +885 +19%
TIM
896
Total Investment Management
Arizona
$274K +$1.42K +28 +0.5%
SL
897
SFM LLC
New Hampshire
$274K
DADC
898
D.A. Davidson & Co
Montana
$273K -$71.6K -1,416 -21%
AI
899
Accredited Investors
Minnesota
$272K +$272K +5,379 New
LSA
900
Lansing Street Advisors
Pennsylvania
$271K +$37.6K +744 +16%