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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
226
Corbenic Partners
Pennsylvania
$1.03M +$5.68K +104 +0.6%
JSA
227
Jacobson & Schmitt Advisors
Wisconsin
$1.03M +$759K +13,903 +278%
MCM
228
McMillion Capital Management
North Carolina
$1.02M +$1.02M +18,750 New
BP
229
Ballentine Partners
Massachusetts
$984K +$987K +18,082 New
SW
230
StrongBox Wealth
Missouri
$971K +$162K +2,970 +20%
HSWM
231
Hubbell Strickland Wealth Management
Louisiana
$970K -$19.6K -360 -2%
FSG
232
Financial Strategies Group
Michigan
$968K +$234K +4,280 +32%
Betterment LLC
233
Betterment LLC
New York
$967K -$19.4K -355 -2%
FA
234
FC Advisory
Pennsylvania
$964K +$16.3K +298 +2%
PPA
235
Parametric Portfolio Associates
Washington
$952K +$954K +17,478 New
PA
236
Paracle Advisors
Washington
$925K -$147K -2,689 -14%
NC
237
NewSquare Capital
Pennsylvania
$925K +$251K +4,590 +37%
Luther King Capital Management (LKCM)
238
Luther King Capital Management (LKCM)
Texas
$913K
VAM
239
Verity Asset Management
North Carolina
$908K -$36.2K -664 -4%
FAAS
240
First Allied Advisory Services
California
$908K +$149K +2,737 +20%
Northern Trust
241
Northern Trust
Illinois
$892K +$22.9M +419,504 +34%
BDF
242
Black Diamond Financial
Maryland
$889K -$18K -330 -2%
TCBWMS
243
Texas Capital Bank Wealth Management Services
Texas
$880K -$116K -2,133 -12%
DL
244
DOHJ LLC
Washington
$877K -$45.4K -832 -5%
AF
245
Affiance Financial
Minnesota
$872K +$267K +4,883 +44%
SBSB
246
Sullivan, Bruyette, Speros & Blaney
Virginia
$868K +$982 +18 +0.1%
SPC
247
Sigma Planning Corp
Michigan
$862K +$109K +2,001 +14%
MWA
248
Moser Wealth Advisors
Washington
$860K
SWP
249
Stratos Wealth Partners
Ohio
$854K +$540K +9,890 +171%
SG
250
StoneX Group
New York
$848K +$3.98K +73 +0.5%