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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
EWA
301
EP Wealth Advisors
California
$1.13M +$610K +11,069 +118%
AWA
302
ARS Wealth Advisors
Florida
$1.12M +$895K +16,250 +406%
ECG
303
Edge Capital Group
Georgia
$1.11M +$48.3K +876 +5%
OL
304
Optas LLC
Texas
$1.11M +$33.6K +609 +3%
EPM
305
Elm Partners Management
Pennsylvania
$1.11M -$4.96M -90,112 -82%
GCA
306
Genesee Capital Advisors
New York
$1.11M +$1.11M +20,085 New
IA
307
IAM Advisory
Pennsylvania
$1.11M +$1.11M +20,085 New
MWP
308
Meridian Wealth Partners
Pennsylvania
$1.11M +$2.53K +46 +0.2%
MWA
309
Moser Wealth Advisors
Washington
$1.09M +$4.96K +90 +0.5%
HWMG
310
Hurlow Wealth Management Group
Indiana
$1.08M +$256K +4,640 +31%
FA
311
FC Advisory
Pennsylvania
$1.07M +$3.86K +70 +0.4%
HNB
312
Huntington National Bank
Ohio
$1.07M +$1.06M +19,307 New
CCM
313
Coldstream Capital Management
Washington
$1.06M +$1.06M +19,226 New
OAM
314
Occidental Asset Management
California
$1.06M
NRI
315
NFP Retirement Inc
California
$1.05M +$4.52K +82 +0.4%
VAM
316
Verity Asset Management
North Carolina
$1.04M +$11.6K +210 +1%
HPA
317
High Probability Advisors
New York
$1.04M +$59.8K +1,085 +6%
CWM
318
CMH Wealth Management
New Hampshire
$1.03M -$94.7K -1,719 -8%
GWCM
319
Godshalk Welsh Capital Management
Pennsylvania
$1.02M +$624K +11,326 +162%
PAS
320
Park Avenue Securities
New York
$1.01M -$140K -2,549 -12%
FT
321
Fiduciary Trust
Massachusetts
$1M +$63K +1,143 +7%
SCG
322
Sonata Capital Group
Washington
$984K -$716K -13,000 -42%
WIA
323
World Investment Advisors
California
$977K +$139K +2,524 +17%
SG
324
StoneX Group
New York
$950K +$3.53K +64 +0.4%
MA
325
Mutual Advisors
Nebraska
$947K +$311K +5,652 +49%