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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
VCM
276
Vigilant Capital Management
Maine
$21K +$20.4K +389 New
CBT
277
Central Bank & Trust
Kentucky
$18K
FANJ
278
Financial Architects (New Jersey)
New Jersey
$18K
LIA
279
LS Investment Advisors
Michigan
$18K
SSB
280
Sandy Spring Bank
Maryland
$16K
TIM
281
Tortoise Investment Management
New York
$16K
LF
282
Lee Financial
Texas
$15K
JPLA
283
Joseph P. Lucia & Associates
New York
$8K -$401K -7,642 -98%
SMFS
284
Squar Milner Financial Services
California
$8K
MFT
285
Moisand Fitzgerald Tamayo
Florida
$7K
QCIG
286
Quad-Cities Investment Group
Iowa
$6K
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$5K
MWM
288
Merriman Wealth Management
Washington
$4.54K +$32.2K +614 +8%
IBOK
289
Independence Bank of Kentucky
Kentucky
$4K
RIA
290
Realta Investment Advisors
Delaware
$4K +$4.2K +80 New
MWM
291
Meridian Wealth Management
Kentucky
$2.68K
SFG
292
SevenBridge Financial Group
Pennsylvania
$1K +$53 +1 +5%
UWM
293
USAdvisors Wealth Management
Minnesota
$497 +$492K +9,374 New
Jane Street
294
Jane Street
New York
-$28.7M -550,306 Closed
Citadel Advisors
295
Citadel Advisors
Florida
-$4.25M -81,576 Closed
SCM
296
SCS Capital Management
Massachusetts
-$2.65M -50,763 Closed
LWS
297
Lucia Wealth Services
California
-$1.68M -32,146 Closed
FAM
298
Formidable Asset Management
Ohio
-$1.44M -10,734 Closed
PA
299
Pinnacle Associates
New York
-$372K -7,125 Closed
PWMAG
300
Pinnacle Wealth Management Advisory Group
New Jersey
-$372K -7,125 Closed