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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 %
SWC
976
Spectrum Wealth Counsel
Indiana
$161K
CFO
977
CVA Family Office
Colorado
$155K +$15.7K +311 +11%
SSB
978
Sandy Spring Bank
Maryland
$148K +$127K +2,500 +601%
BTI
979
Blue Trust Inc
Georgia
$133K +$103K +2,036 +338%
PMFA
980
Plante Moran Financial Advisors
Michigan
$124K +$14.2K +281 +13%
IGWM
981
ICA Group Wealth Management
Colorado
$120K +$21.2K +419 +22%
CF
982
Centaurus Financial
California
$105K
SAG
983
Spotlight Asset Group
Illinois
$101K
BL
984
BFSG LLC
California
$94.9K +$1.82K +36 +2%
BBHC
985
Brown Brothers Harriman & Co
New York
$92.3K -$79.9K -1,579 -46%
TFGT
986
TS Financial Group (TSFG)
Illinois
$91K -$23K -455 -20%
TCOV
987
Trust Company of Vermont
Vermont
$87K +$50.6K +1,000 +139%
HNB
988
Huntington National Bank
Ohio
$85.8K -$108K
CT
989
Cambridge Trust
Massachusetts
$84.7K
TWP
990
TFO Wealth Partners
Ohio
$83.7K +$455 +9 +0.5%
LFA
991
LGT Financial Advisors
Texas
$82.2K
MIM
992
Macroview Investment Management
Maryland
$78.2K -$10.8K -214 -12%
AssetMark Inc
993
AssetMark Inc
California
$77.4K +$58.6K +1,159 +312%
MPWT
994
MassMutual Private Wealth & Trust
Connecticut
$64.3K
PAG
995
Paladin Advisory Group
Iowa
$61.7K
FMII
996
Farmers & Merchants Investments Inc
Nebraska
$54.6K
VWM
997
Valley Wealth Managers
New Jersey
$53.8K
VAMG
998
Voisard Asset Management Group
Michigan
$49.7K
MBFW
999
Morton Brown Family Wealth
Pennsylvania
$49.7K +$1.97K +39 +4%
EBA
1000
Eagle Bay Advisors
New York
$45.3K