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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
V
251
Veritable
Delaware
$241K
WTC
252
WhitTier Trust Company
Nevada
$241K
SWM
253
Selective Wealth Management
Virginia
$240K +$35.2K +658 +17%
MWM
254
Modera Wealth Management
New Jersey
$240K +$240K +4,474 New
William Blair & Company
255
William Blair & Company
Illinois
$239K
APA
256
American Portfolios Advisors
New York
$239K +$83K +1,549 +53%
WLIM
257
White Lighthouse Investment Management
Massachusetts
$236K
Luther King Capital Management (LKCM)
258
Luther King Capital Management (LKCM)
Texas
$231K
PVWM
259
Point View Wealth Management
New Jersey
$230K
AWS
260
AJ Wealth Strategies
New York
$226K
FAN
261
Financial Advisors Network
California
$226K
DMC
262
Drexel Morgan & Co
Pennsylvania
$225K
SLA
263
Silver Lake Advisory
Utah
$224K +$1.29K +24 +0.6%
AIP
264
Ameritas Investment Partners
Nebraska
$222K +$32.3K +603 +17%
CL
265
CPWM LLC
Washington
$217K +$1.29K +24 +0.6%
TLP
266
Trinity Legacy Partners
Texas
$216K +$803 +15 +0.4%
CA
267
Cetera Advisors
Colorado
$215K -$24.2K -451 -10%
PMFA
268
Plante Moran Financial Advisors
Michigan
$214K
FHC
269
First Heartland Consultants
Missouri
$204K
IA
270
IFP Advisors
Florida
$197K +$197K +3,678 New
AP
271
Arlington Partners
Alabama
$180K -$15.1K -282 -8%
CFG
272
Citizens Financial Group
Rhode Island
$177K
BAMG
273
Brand Asset Management Group
Missouri
$154K +$55.3K +1,033 +56%
RFA
274
Reilly Financial Advisors
California
$142K
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$139K