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Vanguard Tax-Exempt Bond Index Fund

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $3.14B → $3.47B (+$332M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more funds holding

Funds holding: 274292 (+18)

2.46% less ownership

Funds ownership: 69.44%66.98% (-2.5%)

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$236K -$30.5K -581 -12%
WLIM
227
White Lighthouse Investment Management
Massachusetts
$234K
GRP
228
Global Retirement Partners
California
$234K +$71.2K +1,355 +44%
JP Morgan Chase
229
JP Morgan Chase
New York
$229K +$94.4K +1,798 +71%
PVWM
230
Point View Wealth Management
New Jersey
$228K
FAN
231
Financial Advisors Network
California
$226K
AWS
232
AJ Wealth Strategies
New York
$224K
DMC
233
Drexel Morgan & Co
Pennsylvania
$222K
SLA
234
Silver Lake Advisory
Utah
$220K +$1.31K +25 +0.6%
First Trust Advisors
235
First Trust Advisors
Illinois
$217K -$8.35K -159 -4%
BlackRock
236
BlackRock
New York
$217K +$36.6K +697 +21%
Millennium Management
237
Millennium Management
New York
$217K +$215K +4,095 New
TLP
238
Trinity Legacy Partners
Texas
$216K +$211K +4,014 New
CL
239
CPWM LLC
Washington
$214K +$1.26K +24 +0.6%
PMFA
240
Plante Moran Financial Advisors
Michigan
$212K
FTS
241
Fifth Third Securities
Ohio
$209K +$207K +3,948 New
SWM
242
Selective Wealth Management
Virginia
$203K +$201K +3,823 New
FHC
243
First Heartland Consultants
Missouri
$202K -$3.15K -60 -2%
BCA
244
Bray Capital Advisors
Florida
$202K +$18.4K +350 +10%
AP
245
Arlington Partners
Alabama
$193K
AIP
246
Ameritas Investment Partners
Nebraska
$188K +$73.5K +1,400 +65%
CFG
247
Citizens Financial Group
Rhode Island
$176K
AWM
248
Apollon Wealth Management
South Carolina
$172K +$170K +3,233 New
APA
249
American Portfolios Advisors
New York
$154K +$9.3K +177 +6%
RFA
250
Reilly Financial Advisors
California
$141K