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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
15.62%
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 %
SAM
951
Secure Asset Management
Michigan
$226K +$226K +4,424 New
RWI
952
Red Wave Investments
Pennsylvania
$225K -$984K -19,267 -81%
PFM
953
Peak Financial Management
Massachusetts
$224K +$224K +4,380 New
NFG
954
Northeast Financial Group
Pennsylvania
$223K -$31.2K -611 -12%
EFG
955
Embree Financial Group
Illinois
$223K +$223K +4,363 New
BTWM
956
Baker Tilly Wealth Management
Wisconsin
$223K -$50.4K -988 -18%
GA
957
Greenspring Advisors
Maryland
$223K
MFG
958
MidWestOne Financial Group
Iowa
$220K -$29.5K -578 -12%
SP
959
Successful Portfolios
Florida
$218K -$39.1K -765 -15%
CWAG
960
Compton Wealth Advisory Group
Virginia
$218K
LB
961
Legacy Bridge
Iowa
$216K +$216K +4,235 New
HSWM
962
Hubbell Strickland Wealth Management
Louisiana
$216K -$69.8K -1,367 -24%
YIA
963
YHB Investment Advisors
Connecticut
$215K
SMA
964
Seven Mile Advisory
New Jersey
$215K +$215K +4,213 New
WA
965
Waverly Advisors
Alabama
$210K +$210K +4,106 New
AWM
966
Act Wealth Management
Texas
$209K +$209K +4,100 New
WMA
967
Wealth Management Associates
New Jersey
$208K -$51K -1,000 -20%
SPI
968
Sutton Place Investors
New York
$208K +$208K +4,075 New
SSWM
969
Sheets Smith Wealth Management
North Carolina
$207K +$207K +4,053 New
NAMNJ
970
NorthStar Asset Management (New Jersey)
New Jersey
$206K +$206K +4,030 New
WAM
971
Walker Asset Management
Missouri
$204K +$204K +4,000 New
CCA
972
Clearwater Capital Advisors
Illinois
$204K +$204K +3,990 New
MA
973
MCF Advisors
Kentucky
$203K -$1.13M -22,210 -85%
LA
974
Latitude Advisors
Florida
$202K +$202K +3,958 New
GI
975
Gradient Investments
Minnesota
$197K +$9.6K +188 +5%