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Vanguard Tax-Exempt Bond Index Fund

617 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

184% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 115

18% more capital invested

Capital invested by funds: $7.75B → $9.17B (+$1.42B)

7% more funds holding

Funds holding: 578617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

2.11% more ownership

Funds ownership: 68.19%70.3% (+2.1%)

Holders
617
Holders Change
+39
Holders Change %
+6.75%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
Net Calls
+$354K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
226
Parametric Portfolio Associates
Washington
$1.91M +$105K +1,909 +6%
VPIM
227
Vanguard Personalized Indexing Management
California
$1.91M +$234K +4,249 +14%
CIP
228
Capital Insight Partners
Arizona
$1.89M +$82.9K +1,504 +5%
LW
229
Linscomb Wealth
Texas
$1.87M +$534K +9,687 +40%
CAM
230
Caprin Asset Management
Virginia
$1.84M -$121K -2,205 -6%
SSWM
231
Sheets Smith Wealth Management
North Carolina
$1.82M -$7.33K -133 -0.4%
EA
232
Emerald Advisors
Washington
$1.81M +$315K +5,722 +21%
AIC
233
Ameritas Investment Company
Nebraska
$1.8M +$1.09M +19,838 +212%
Comerica Bank
234
Comerica Bank
Texas
$1.8M +$777K +14,094 +76%
KeyBank National Association
235
KeyBank National Association
Ohio
$1.78M +$1.29M +23,475 +272%
WA
236
WBH Advisory
Maryland
$1.72M +$373K +6,772 +28%
HCM
237
Howard Capital Management
Georgia
$1.72M -$843K -15,301 -33%
THWM
238
Taylor Hoffman Wealth Management
Virginia
$1.72M -$332K -6,026 -16%
MA
239
MCF Advisors
Kentucky
$1.71M -$87.2K -1,582 -5%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$1.7M +$41.9K +761 +3%
LSPW
241
Lake Street Private Wealth
Illinois
$1.68M +$156K +2,831 +10%
HI
242
Harbour Investments
Wisconsin
$1.68M +$958K +17,384 +135%
PP
243
PrairieView Partners
Minnesota
$1.67M +$499K +9,052 +43%
BWA
244
Burt Wealth Advisors
Maryland
$1.64M +$54.7K +992 +3%
WCFA
245
Walkner Condon Financial Advisors
Wisconsin
$1.64M -$150K -2,720 -8%
MAS
246
Managed Account Services
Florida
$1.61M +$102K +1,843 +7%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$1.6M +$272K +4,936 +20%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$1.6M +$23K +418 +1%
DC
249
Derby & Company
Massachusetts
$1.59M +$75K +1,361 +5%
AWM
250
Apollon Wealth Management
South Carolina
$1.57M -$151K -2,737 -9%