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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 %
OPAM
201
Ocean Park Asset Management
California
$8.4M +$1.05M +20,700 +14%
RA
202
Riversedge Advisors
Delaware
$8.4M -$584K -11,533 -6%
AFG
203
ABLE Financial Group
Arizona
$8.31M +$854K +16,874 +11%
CA
204
CGN Advisors
Kansas
$8.24M +$4.23M +83,615 +106%
2L
205
25 LLC
Missouri
$8.22M +$610K +12,055 +8%
SFA
206
Seneca Financial Advisors
New York
$7.95M +$3.13M +61,956 +65%
WAG
207
Winthrop Advisory Group
Massachusetts
$7.92M -$280K -5,527 -3%
XF
208
XML Financial
Maryland
$7.9M +$171K +3,382 +2%
OAP
209
One Advisory Partners
Kansas
$7.87M +$97.4K +1,924 +1%
PO
210
Private Ocean
California
$7.63M -$1.22M -24,031 -14%
AIM
211
AMI Investment Management
Indiana
$7.61M +$296K +5,852 +4%
CC
212
Capstone Capital
Nevada
$7.43M +$668K +13,208 +10%
SWP
213
Stratos Wealth Partners
Ohio
$7.33M -$89.2K -1,763 -1%
CFP
214
Cascade Financial Partners
California
$7.31M +$7.31M +145,922 New
AT
215
Arden Trust
Delaware
$7.29M +$371K +7,324 +5%
SB
216
Strategic Blueprint
Georgia
$7.28M +$2.79M +55,120 +62%
ONB
217
Old National Bancorp
Indiana
$7.25M +$2.5M +49,374 +53%
VA
218
Valmark Advisers
Ohio
$7.24M +$190K +3,762 +3%
UB
219
UMB Bank
Missouri
$6.94M -$4.98M -98,396 -42%
BRIA
220
Balanced Rock Investment Advisors
Massachusetts
$6.94M -$1.18M -23,317 -15%
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$6.93M -$32.8M -649,044 -83%
FWM
222
ForthRight Wealth Management
Georgia
$6.69M +$132K +2,616 +2%
GWS
223
Glassman Wealth Services
Virginia
$6.69M -$479K -9,475 -7%
Natixis Advisors
224
Natixis Advisors
Massachusetts
$6.67M +$625K +12,348 +10%
NA
225
NewEdge Advisors
Louisiana
$6.49M +$3.16M +62,378 +95%