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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
DC
251
Davenport & Co
Virginia
$1.57M -$4.9K -89 -0.3%
CFA
252
Capstone Financial Advisors
Illinois
$1.56M +$88.9K +1,614 +6%
AW
253
Alaethes Wealth
Nevada
$1.56M +$244K +4,425 +19%
FAIM
254
Financial Advocates Investment Management
Washington
$1.56M +$79.8K +1,448 +5%
PCS
255
Personal CFO Solutions
New Jersey
$1.55M
Northern Trust
256
Northern Trust
Illinois
$1.54M +$9.82M +178,185 +7%
JFA
257
Johanson Financial Advisors
California
$1.53M +$540K +9,794 +55%
SAM
258
S.A. Mason
Michigan
$1.52M
CAG
259
Crestwood Advisors Group
Massachusetts
$1.52M -$7.82K -142 -0.5%
WP
260
WealthShield Partners
North Carolina
$1.52M +$435K +7,897 +40%
CW
261
CreativeOne Wealth
Kansas
$1.51M +$1.08M +19,524 +253%
MA
262
Mangham Associates
Virginia
$1.5M
FSG
263
Financial Strategies Group
Michigan
$1.5M +$104K +1,894 +8%
AAS
264
Avantax Advisory Services
Texas
$1.48M +$121K +2,197 +9%
AA
265
Alesco Advisors
New York
$1.48M +$9.92K +180 +0.7%
SPC
266
Sigma Planning Corp
Michigan
$1.48M +$136K +2,469 +10%
CA
267
Continuum Advisory
Idaho
$1.47M +$475K +8,622 +48%
VC
268
Veery Capital
Delaware
$1.47M +$35.8K +649 +3%
ARC
269
Advisor Resource Council
Texas
$1.47M +$1.46M +26,553 New
CAWM
270
Capital Advisors Wealth Management
Washington
$1.47M +$303K +5,493 +26%
BB
271
Bell Bank
North Dakota
$1.45M
VA
272
Valmark Advisers
Ohio
$1.44M +$896K +16,264 +167%
CWC
273
Carolinas Wealth Consulting
North Carolina
$1.43M +$47K +853 +3%
TA
274
Trellis Advisors
Washington
$1.43M +$426K +7,730 +43%
FCIM
275
Fairview Capital Investment Management
California
$1.42M