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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 %
TC
176
Tenret Company
Florida
$10.4M +$2.39M +47,318 +30%
DIA
177
Davidson Investment Advisors
Montana
$10.3M +$2.46M +48,635 +31%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$10.2M +$1.26M +24,817 +14%
CT
179
Coastline Trust
Rhode Island
$10.2M +$7.1M +140,239 +228%
BF
180
Brooklyn FI
New York
$10.1M +$1.09M +21,624 +12%
Kovitz Investment Group Partners
181
Kovitz Investment Group Partners
Illinois
$9.78M +$556K +10,994 +6%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$9.72M -$383K -7,561 -4%
Cambridge Investment Research Advisors
183
Cambridge Investment Research Advisors
Iowa
$9.7M +$320K +6,325 +3%
RFA
184
RTD Financial Advisors
Pennsylvania
$9.37M -$296K -5,851 -3%
FCM
185
Firestone Capital Management
Florida
$9.18M +$380K +7,502 +4%
CA
186
Clearstead Advisors
Ohio
$9.18M +$1.42M +28,261 +18%
PWS
187
Physician Wealth Solutions
Nevada
$9.12M +$269K +5,325 +3%
JFA
188
JNBA Financial Advisors
Minnesota
$9.03M -$646K -12,776 -7%
EFP
189
EnRich Financial Partners
Wisconsin
$9.03M +$1.83M +36,120 +25%
FMWA
190
Forvis Mazars Wealth Advisors
Missouri
$9M +$242K +4,779 +3%
EPM
191
Elm Partners Management
Pennsylvania
$8.98M -$4.53M -89,487 -34%
CA
192
Cetera Advisors
Colorado
$8.93M +$2.75M +54,321 +44%
SA
193
Stewardship Advisors
Pennsylvania
$8.89M +$8.89M +175,720 New
1WM
194
1900 Wealth Management
Texas
$8.84M +$2.08M +41,013 +31%
CF
195
Corrigan Financial
Rhode Island
$8.79M +$109K +2,160 +1%
AI
196
Atria Investments
North Carolina
$8.75M +$798K +15,775 +10%
RA
197
RFG Advisory
Alabama
$8.56M +$1.69M +33,451 +25%
CAM
198
Clark Asset Management
New Hampshire
$8.54M +$1.14M +22,489 +15%
SIA
199
Soltis Investment Advisors
Utah
$8.54M +$1.53M +30,259 +22%
TCBWMS
200
Texas Capital Bank Wealth Management Services
Texas
$8.5M +$422K +8,349 +5%