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Vanguard Tax-Exempt Bond Index Fund

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

80% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 66

11% more capital invested

Capital invested by funds: $2.82B → $3.14B (+$312M)

9% more funds holding

Funds holding: 252274 (+22)

1.78% less ownership

Funds ownership: 71.22%69.44% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
251
Lenox Wealth Management
Ohio
$47K
GAM
252
Gemmer Asset Management
California
$42K +$206 +4 +0.5%
FFC
253
First Financial Corp
Indiana
$40K +$39.8K +775 New
LB
254
Legacy Bridge
Iowa
$33K
MSA
255
Marino Stram & Associates
Massachusetts
$32K
ACA
256
Atlas Capital Advisors
Wyoming
$28.5K +$28.1K +547 New
PCG
257
Private Capital Group
Connecticut
$27K
CJA
258
C-J Advisory
California
$24K
LIA
259
LS Investment Advisors
Michigan
$18K +$7.3K +142 +71%
CBT
260
Central Bank & Trust
Kentucky
$17K
FANJ
261
Financial Architects (New Jersey)
New Jersey
$17K
SSB
262
Sandy Spring Bank
Maryland
$16K
TIM
263
Tortoise Investment Management
New York
$16K
LF
264
Lee Financial
Texas
$15K +$14.7K +286 New
NSIM
265
North Star Investment Management
Illinois
$10K
SMFS
266
Squar Milner Financial Services
California
$8K +$7.97K +155 New
MFT
267
Moisand Fitzgerald Tamayo
Florida
$7K +$6.99K +136 New
CFA
268
Carroll Financial Associates
North Carolina
$7K +$7.66K +149 New
QCIG
269
Quad-Cities Investment Group
Iowa
$6K +$51 +1 +1%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$5K
IBOK
271
Independence Bank of Kentucky
Kentucky
$4K +$3.65K +71 New
PA
272
Parallel Advisors
California
$3K -$42K -817 -93%
SFG
273
SevenBridge Financial Group
Pennsylvania
$1K
S
274
SignatureFD
Georgia
$1K +$514 +10 New
JPLA
275
Joseph P. Lucia & Associates
New York
$150 +$401K +7,792 New