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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 %
WPWM
1051
Western Pacific Wealth Management
Illinois
$7.68K +$102 +2 +1%
BWM
1052
BKM Wealth Management
Wisconsin
$6.84K +$6.84K +134 New
NECFA
1053
New England Capital Financial Advisors
Connecticut
$6.09K +$6.09K +119 New
PGAM
1054
Princeton Global Asset Management
New Jersey
$5.78K +$51 +1 +0.9%
SA
1055
Scarborough Advisors
Maryland
$5.36K +$5.36K +105 New
AA
1056
AlphaMark Advisors
Kentucky
$5K
NS
1057
NBC Securities
Alabama
$3K
FSWA
1058
Financial Synergies Wealth Advisors
Texas
$2.3K -$50 -1 -2%
RIL
1059
Rothschild Investment LLC
Illinois
$2.14K +$2.14K +42 New
OP
1060
ORG Partners
Indiana
$1.93K +$1.93K +37 New
HF
1061
Halpern Financial
Virginia
$1.84K +$1.84K +36 New
OLVIG
1062
Oliver Lagore Vanvalin Investment Group
Michigan
$1.74K
BBPWM
1063
Blue Bell Private Wealth Management
Pennsylvania
$1.12K
GWSA
1064
Global Wealth Strategies & Associates
Colorado
$1.02K +$408 +8 +67%
HFS
1065
HBC Financial Services
Washington
$1K
AW
1066
Avion Wealth
Texas
$1K
BWL
1067
Bogart Wealth LLC
Virginia
$970 -$23.4K -458 -96%
SIS
1068
Sound Income Strategies
Florida
$766 -$63K -1,234 -99%
AIC
1069
Archer Investment Corporation
Indiana
$533
TRCT
1070
Tower Research Capital (TRC)
New York
$306 -$459 -9 -60%
FRA
1071
Front Row Advisors
California
$102
Nisa Investment Advisors
1072
Nisa Investment Advisors
Missouri
-$31.9M -663,285 Closed
TA
1073
Trellis Advisors
Washington
-$18.5M -384,488 Closed
EC
1074
Estate Counselors
Wisconsin
-$13.9M -289,625 Closed
TCB
1075
Texas Capital Bancshares
Texas
-$13.4M -278,005 Closed