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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
HWM
326
Hohimer Wealth Management
Washington
$932K +$623K +11,300 +203%
SEP
327
Southland Equity Partners
Missouri
$930K +$50.5K +917 +6%
PA
328
Pinnacle Associates
New York
$927K +$292K +5,301 +46%
DL
329
DOHJ LLC
Washington
$922K +$882 +16 +0.1%
KF
330
Krilogy Financial
Missouri
$904K +$251K +4,553 +39%
DAS
331
Dynamic Advisor Solutions
Arizona
$894K +$88.4K +1,604 +11%
PWM
332
Perigon Wealth Management
California
$880K +$93.1K +1,689 +12%
OCM
333
One Capital Management
California
$880K +$877K +15,923 New
CST
334
Charles Schwab Trust
Nevada
$875K +$12K +218 +1%
HR
335
Howe & Rusling
New York
$869K -$89.8K -1,629 -9%
PP
336
Patron Partners
Texas
$865K +$494K +8,967 +134%
Prudential Financial
337
Prudential Financial
New Jersey
$863K +$247K +4,487 +40%
HIGP
338
Hill Investment Group Partners
Missouri
$844K +$841K +15,270 New
LL
339
LPWM LLC
Minnesota
$841K -$12.4K -225 -1%
WHG
340
Westwood Holdings Group
Texas
$838K +$306K +5,550 +58%
CFMC
341
Curbstone Financial Management Corp
New Hampshire
$835K +$124K +2,250 +18%
PWMAG
342
Pinnacle Wealth Management Advisory Group
New Jersey
$835K +$292K +5,301 +54%
WWM
343
Windsor Wealth Management
Indiana
$832K +$82.5K +1,498 +11%
BL
344
BFSG LLC
California
$827K
EH
345
Equitable Holdings
New York
$822K +$45.4K +824 +6%
HSA
346
HBK Sorce Advisory
Pennsylvania
$817K +$17.5K +318 +2%
MCM
347
McMillion Capital Management
North Carolina
$810K -$151K -2,740 -16%
AP
348
Adero Partners
California
$810K +$210K +3,811 +35%
5L
349
55I LLC
Massachusetts
$801K +$390K +7,087 +96%
CWS
350
Cypress Wealth Services
California
$794K -$300K -5,443 -27%