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Vanguard Tax-Exempt Bond Index Fund

1,210 hedge funds and large institutions have $26.5B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 547 increasing their positions, 338 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,210
Holders Change
+113
Holders Change %
+10.3%
% of All Funds
16.11%
Holding in Top 10
101
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+29.49%
% of All Funds
1.34%
New
187
Increased
547
Reduced
338
Closed
58
Calls
$1.12M
Puts
$4.2M
Net Calls
-$3.08M
Net Calls Change
-$726K
Name Holding Trade Value Shares
Change
Shares
Change %
ST
1001
Sabal Trust
Florida
$301K
WA
1002
Wealthstream Advisors
New York
$301K +$24K +479 +9%
SCA
1003
Snowden Capital Advisors
New York
$300K +$802 +16 +0.3%
ACG
1004
Allen Capital Group
Nebraska
$299K +$11.4K +227 +4%
GFPC
1005
Global Financial Private Client
Florida
$299K -$95.2K -1,900 -24%
CA
1006
Calton & Associates
Florida
$298K +$1.35K +27 +0.5%
IF
1007
Intrua Financial
Texas
$298K -$291K -5,810 -49%
MWS
1008
MFA Wealth Services
California
$298K +$298K +5,935 New
DWM
1009
Dakota Wealth Management
Florida
$297K
SFS
1010
Sharp Financial Services
Pennsylvania
$296K -$5.01K -100 -2%
DWM
1011
Dogwood Wealth Management
Kansas
$293K
SIG
1012
Spinnaker Investment Group
California
$292K -$313K -6,251 -52%
LWM
1013
Lakeridge Wealth Management
Ohio
$288K
AP
1014
Atwood & Palmer
Missouri
$285K
FIC
1015
Family Investment Center
Missouri
$283K +$11.2K +223 +4%
LIA
1016
Lynx Investment Advisory
District of Columbia
$283K -$7.57K -151 -3%
LA
1017
Latitude Advisors
Florida
$282K +$282K +5,635 New
CFSG
1018
Clark Financial Services Group
Missouri
$282K
WIM
1019
Westside Investment Management
California
$282K
AWA
1020
Acorn Wealth Advisors
Michigan
$281K -$90.2K -1,800 -24%
FC
1021
Fairscale Capital
New Hampshire
$281K
EL
1022
EWA LLC
Pennsylvania
$280K +$10.6K +212 +4%
SAW
1023
Signal Advisors Wealth
Michigan
$278K -$92.4K -1,843 -25%
AUB
1024
Atlantic Union Bankshares
Virginia
$278K
PHWM
1025
Pine Harbor Wealth Management
Maryland
$276K -$1.15M -23,032 -81%