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Vanguard Tax-Exempt Bond Index Fund

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
226
Black Diamond Financial
Maryland
$307K
IF
227
IRON Financial
Illinois
$307K +$307K +5,727 New
MAU
228
MRA Associates USA
Arizona
$306K +$306K +5,708 New
EWA
229
EP Wealth Advisors
California
$303K +$302K +5,642 New
BL
230
BFSG LLC
California
$301K -$15K -280 -5%
DC
231
Davenport & Co
Virginia
$297K
AAP
232
Arax Advisory Partners
Colorado
$293K +$30.3K +565 +12%
VAG
233
VisionPoint Advisory Group
Texas
$290K -$9.8K -183 -3%
RA
234
Riversedge Advisors
Delaware
$290K
SBSB
235
Sullivan, Bruyette, Speros & Blaney
Virginia
$288K +$288K +5,373 New
IA
236
IFG Advisory
Georgia
$281K
BOPW
237
Brandywine Oak Private Wealth
Pennsylvania
$277K
PA
238
Pinnacle Associates
New York
$277K +$277K +5,175 New
PWMAG
239
Pinnacle Wealth Management Advisory Group
New Jersey
$277K +$277K +5,175 New
FVWA
240
Foster Victor Wealth Advisors
South Carolina
$275K +$10.9K +204 +4%
MWM
241
Meridian Wealth Management
Kentucky
$271K
BCM
242
Brasada Capital Management
Texas
$270K +$270K +5,033 New
EA
243
Efficient Advisors
Ohio
$267K -$2.95K -55 -1%
BlackRock
244
BlackRock
New York
$262K +$41.8K +781 +19%
KCM
245
Kanawha Capital Management
Virginia
$260K
SWP
246
Stratos Wealth Partners
Ohio
$257K
PHIMC
247
Private Harbour Investment Management & Counsel
Ohio
$256K
FPIS
248
Financial Planning & Information Services
Wisconsin
$253K
NP
249
NorthRock Partners
Minnesota
$250K +$250K +4,659 New
Brown Advisory
250
Brown Advisory
Maryland
$245K