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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 %
SP
951
Successful Portfolios
Florida
$216K
HSWM
952
Hubbell Strickland Wealth Management
Louisiana
$215K +$557 +11 +0.3%
LB
953
Legacy Bridge
Iowa
$214K
CPW
954
Catalyst Private Wealth
California
$214K -$1.03M -20,414 -83%
YIA
955
YHB Investment Advisors
Connecticut
$213K
TNBTD
956
Trustmark National Bank Trust Department
Mississippi
$213K +$213K +4,200 New
SSWM
957
Sheets Smith Wealth Management
North Carolina
$209K +$4.2K +83 +2%
WWM
958
Wiser Wealth Management
Georgia
$208K -$19K -375 -8%
AFG
959
Albion Financial Group
Utah
$207K -$197K -3,903 -49%
NFG
960
Northeast Financial Group
Pennsylvania
$204K -$17.3K -341 -8%
NAMNJ
961
NorthStar Asset Management (New Jersey)
New Jersey
$204K -$253 -5 -0.1%
WAM
962
Walker Asset Management
Missouri
$202K
CB
963
Cadence Bank
Mississippi
$202K -$638K -12,601 -76%
Wolverine Trading
964
Wolverine Trading
Illinois
$202K +$202K +3,990 New
WCFA
965
Walkner Condon Financial Advisors
Wisconsin
$202K -$22.3K -441 -10%
CWM
966
Cranbrook Wealth Management
Michigan
$201K +$9.92K +196 +5%
RWI
967
Red Wave Investments
Pennsylvania
$201K -$21.8K -430 -10%
B
968
Birchbrook
Maine
$199K +$199K +3,926 New
SWA
969
SOA Wealth Advisors
New York
$191K +$115K +2,270 +151%
WB
970
Webster Bank
Connecticut
$180K
TCM
971
TruNorth Capital Management
Michigan
$175K +$175K +3,461 New
LI
972
LRI Investments
Florida
$173K +$173K +3,425 New
AT
973
Arlington Trust
Alabama
$170K
NL
974
NVWM LLC
Pennsylvania
$166K
PA
975
Parallel Advisors
California
$165K -$5.57K -110 -3%