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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
PFGIA
251
Patriot Financial Group Insurance Agency
Massachusetts
$137K
FHA
252
Flagship Harbor Advisors
Massachusetts
$135K
PB
253
Pinnacle Bancorp
Nebraska
$134K +$133K +2,525 New
DWM
254
Destination Wealth Management
California
$131K +$129K +2,463 New
WAP
255
Wealthcare Advisory Partners
Pennsylvania
$110K +$109K +2,080 New
PWMG
256
Prestige Wealth Management Group
New Jersey
$106K
BAMG
257
Brand Asset Management Group
Missouri
$97K +$18.8K +357 +24%
CIAS
258
Capital Investment Advisory Services
North Carolina
$84K
TFGT
259
TS Financial Group (TSFG)
Illinois
$80K
GWM
260
Geneos Wealth Management
Colorado
$72K +$71.4K +1,360 New
CFGS
261
Concourse Financial Group Securities
Alabama
$67K
TWA
262
TCI Wealth Advisors
Arizona
$65K
CFD
263
Creative Financial Designs
Indiana
$63K
SF
264
Synovus Financial
Georgia
$62K +$210 +4 +0.3%
PA
265
Parallel Advisors
California
$54K +$49.6K +945 +1,454%
LFG
266
LifePlan Financial Group
Ohio
$51K +$50.4K +960 New
SCA
267
Stonebridge Capital Advisors
Minnesota
$50K +$49.7K +947 New
LWM
268
Lenox Wealth Management
Ohio
$47K
GAM
269
Gemmer Asset Management
California
$43K +$210 +4 +0.5%
FFC
270
First Financial Corp
Indiana
$41K
LB
271
Legacy Bridge
Iowa
$34K
CH
272
Canton Hathaway
Rhode Island
$32K +$32.1K +612 New
PCG
273
Private Capital Group
Connecticut
$27K
CFA
274
Carroll Financial Associates
North Carolina
$27K +$19.3K +367 +246%
CJA
275
C-J Advisory
California
$24K