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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
BBW
276
Blue Barn Wealth
Utah
$1.41M +$1.4M +25,446 New
Cerity Partners
277
Cerity Partners
New York
$1.4M +$89.8K +1,629 +7%
FPCP
278
Fort Point Capital Partners
California
$1.39M +$999K +18,135 +259%
CAG
279
Csenge Advisory Group
Florida
$1.39M +$109K +1,979 +9%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$1.37M +$586K +10,629 +75%
SIA
281
Soltis Investment Advisors
Utah
$1.35M +$529K +9,609 +65%
ML
282
McAdam LLC
Pennsylvania
$1.31M +$18.1K +329 +1%
Betterment LLC
283
Betterment LLC
New York
$1.29M -$1.71K -31 -0.1%
ACP
284
Aveo Capital Partners
Colorado
$1.29M +$473K +8,583 +58%
RPCA
285
Running Point Capital Advisors
California
$1.25M
MFG
286
MidWestOne Financial Group
Iowa
$1.24M
JGIA
287
Jackson Grant Investment Advisers
Connecticut
$1.24M -$261K -4,743 -18%
CFO
288
Collective Family Office
Pennsylvania
$1.22M -$59.4K -1,078 -5%
SF
289
Synovus Financial
Georgia
$1.22M +$892K +16,187 +275%
SIC
290
Sigma Investment Counselors
Michigan
$1.21M -$16.5K -300 -1%
BCM
291
Brookstone Capital Management
Illinois
$1.2M +$853K +15,485 +252%
RWA
292
Ropes Wealth Advisors
Massachusetts
$1.2M +$15.4K +279 +1%
NC
293
NewSquare Capital
Pennsylvania
$1.19M -$23.1K -420 -2%
DHFB
294
Dixon Hubard Feinour & Brown
Virginia
$1.19M +$1.18M +21,500 New
SW
295
StrongBox Wealth
Missouri
$1.18M +$41.5K +754 +4%
JWCA
296
J.W. Cole Advisors
Florida
$1.16M -$53.7K -975 -4%
TIM
297
Tortoise Investment Management
New York
$1.16M
PFA
298
Paradigm Financial Advisors
Missouri
$1.15M +$69.8K +1,267 +6%
HSWM
299
Hubbell Strickland Wealth Management
Louisiana
$1.14M +$173K +3,138 +18%
HIC
300
Holderness Investments Company
North Carolina
$1.14M +$154K +2,800 +16%