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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 %
CAMG
901
CWA Asset Management Group
Florida
$278K -$55K -1,078 -17%
PW
902
Peninsula Wealth
California
$278K -$140K -2,745 -34%
SL
903
SFM LLC
New Hampshire
$276K +$276K +5,406 New
MWA
904
Martel Wealth Advisors
Washington
$275K -$22K -431 -7%
TIM
905
Total Investment Management
Arizona
$275K +$2.76K +54 +1%
SFG
906
Sovereign Financial Group
Connecticut
$273K -$25K -490 -8%
JFG
907
JMG Financial Group
Illinois
$273K +$273K +5,345 New
BAG
908
Bridgewealth Advisory Group
California
$271K
FIC
909
Family Investment Center
Missouri
$271K +$271K +5,313 New
CAC
910
Certified Advisory Corp
Florida
$270K +$270K +5,298 New
NYLIM
911
New York Life Investment Management
New York
$269K +$269K +5,260 New
LRWA
912
Long Run Wealth Advisors
New York
$263K +$12.8K +250 +5%
SMC
913
Smith, Moore & Co
Missouri
$262K -$47.6K -932 -15%
HSG
914
Helen Stephens Group
Texas
$261K +$261K +5,109 New
WCP
915
Wick Capital Partners
Pennsylvania
$260K
RWM
916
RKL Wealth Management
Pennsylvania
$258K +$3.11K +61 +1%
CBOR
917
Community Bank of Raymore
Missouri
$258K -$33.8K -662 -12%
TNA
918
True North Advisors
Texas
$255K +$255K +4,986 New
WCA
919
Waypoint Capital Advisors
Minnesota
$254K -$1.38K -27 -0.5%
NCM
920
Northland Capital Management
Minnesota
$253K
MCCA
921
Mill Creek Capital Advisors
Pennsylvania
$252K -$18.1K -354 -7%
PI
922
PFG Investments
New York
$252K -$134K -2,628 -35%
ICG
923
InterOcean Capital Group
Tennessee
$252K -$28K -548 -10%
SRC
924
Shufro Rose & Co
New York
$251K
RVPG
925
Relative Value Partners Group
$251K -$73.7K -1,443 -23%