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Vanguard Tax-Exempt Bond Index Fund

1,097 hedge funds and large institutions have $25.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 546 increasing their positions, 311 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,097
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.87%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.13%
New
94
Increased
546
Reduced
311
Closed
58
Calls
$2.02M
Puts
$4.38M
Net Calls
-$2.36M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PIFP
176
Partners in Financial Planning
Virginia
$11.3M +$217K +4,245 +2%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$11.3M +$819K +16,031 +8%
TCBWMS
178
Texas Capital Bank Wealth Management Services
Texas
$11.3M +$2.42M +47,337 +27%
RGC
179
Roberts, Glore & Co
Illinois
$11.2M -$249K -4,870 -2%
PP
180
PDS Planning
Ohio
$11.1M +$16.3K +318 +0.1%
Comerica Bank
181
Comerica Bank
Texas
$11M +$392K +7,668 +4%
TC
182
Tenret Company
Florida
$10.8M +$212K +4,142 +2%
SA
183
Stewardship Advisors
Pennsylvania
$10.7M -$555K -10,856 -5%
ST
184
Smithfield Trust
Pennsylvania
$10.6M -$1.1M -21,565 -9%
SFA
185
Seneca Financial Advisors
New York
$10.6M +$964K +18,864 +10%
BCM
186
Blume Capital Management
California
$10.5M +$34.8K +680 +0.3%
FCM
187
Firestone Capital Management
Florida
$10.3M +$98.8K +1,932 +1%
CAM
188
Clark Asset Management
New Hampshire
$10.2M +$801K +15,671 +9%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$10.1M -$5.51M -107,809 -35%
AIA
190
Alera Investment Advisors
Illinois
$9.92M -$620K -12,124 -6%
KWM
191
Keebeck Wealth Management
Illinois
$9.78M -$1.03M -20,116 -10%
Natixis Advisors
192
Natixis Advisors
Massachusetts
$9.59M +$499K +9,756 +5%
FT
193
Fiduciary Trust
Massachusetts
$9.56M +$6.7K +131 +0.1%
CA
194
Clearstead Advisors
Ohio
$9.54M +$419K +8,190 +5%
2L
195
25 LLC
Missouri
$9.53M +$782K +15,304 +9%
1WM
196
1900 Wealth Management
Texas
$9.47M +$73.5K +1,438 +0.8%
CT
197
Coastline Trust
Rhode Island
$9.42M +$5.11K +100 +0.1%
APP
198
Avantax Planning Partners
Iowa
$9.32M -$677K -13,240 -7%
EFP
199
EnRich Financial Partners
Wisconsin
$9.3M +$267K +5,229 +3%
MAV
200
Mason & Associates (Virginia)
Virginia
$9.16M -$276K -5,397 -3%