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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
326
Mutual Advisors
Nebraska
$409K -$30.5K -559 -7%
BOPW
327
Brandywine Oak Private Wealth
Pennsylvania
$407K
AFAS
328
Acorn Financial Advisory Services
Virginia
$407K +$408K +7,476 New
SAG
329
Spotlight Asset Group
Illinois
$406K
PWP
330
Personal Wealth Partners
Minnesota
$401K
SP
331
Successful Portfolios
Florida
$401K
EWA
332
EP Wealth Advisors
California
$397K +$398K +7,290 New
PWM
333
Paulson Wealth Management
Illinois
$396K -$22.7K -416 -5%
CM
334
Columbus Macro
Pennsylvania
$390K +$15.2K +279 +4%
WIA
335
World Investment Advisors
California
$389K -$12.7K -232 -3%
BWL
336
Bogart Wealth LLC
Virginia
$385K +$386K +7,070 +235,667%
FPCP
337
Fort Point Capital Partners
California
$381K
SWPG
338
Strategic Wealth Partners Group
Illinois
$381K
IA
339
IFP Advisors
Florida
$380K +$94.7K +1,736 +33%
WMA
340
Wealth Management Associates
New Jersey
$375K
APA
341
American Portfolios Advisors
New York
$370K +$111K +2,025 +42%
TGAM
342
TBH Global Asset Management
Tennessee
$362K
WAP
343
Wealthcare Advisory Partners
Pennsylvania
$355K -$5.29K -97 -1%
PW
344
Peninsula Wealth
California
$353K -$34.7K -635 -9%
PAS
345
Park Avenue Securities
New York
$351K +$39K +715 +12%
CAM
346
Cozad Asset Management
Illinois
$347K +$982 +18 +0.3%
5L
347
55I LLC
Massachusetts
$347K +$348K +6,373 New
HW
348
Hamilton Wealth
California
$345K
LFAS
349
Level Four Advisory Services
Texas
$344K +$104K +1,910 +43%
BP
350
BBR Partners
New York
$343K -$261K -4,775 -43%