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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
LB
351
Leo Brokerage
Texas
$790K -$200K -3,631 -20%
NA
352
NewEdge Advisors
Louisiana
$788K -$72.6K -1,317 -8%
NFG
353
Next Financial Group
Texas
$786K +$130K +2,359 +20%
SWP
354
Stratos Wealth Partners
Ohio
$777K -$108K -1,962 -12%
SC
355
Savant Capital
Illinois
$777K -$1.76K -32 -0.2%
DWP
356
Destiny Wealth Partners
Florida
$773K +$770K +13,974 New
TCBWMS
357
Texas Capital Bank Wealth Management Services
Texas
$764K -$6.56K -119 -0.9%
BCM
358
Blume Capital Management
California
$760K
OAJ
359
Ogorek Anthony Joseph
New York
$758K +$32.7K +594 +5%
CAM
360
Cresset Asset Management
Illinois
$756K +$753K +13,674 New
JIP
361
Jaffetilchin Investment Partners
Florida
$751K +$409K +7,427 +121%
FRA
362
Frank Rimerman Advisors
California
$742K
CMBA
363
C.M. Bidwell & Associates
Hawaii
$737K +$153K +2,785 +26%
BWFA
364
Baltimore-Washington Financial Advisors
Maryland
$733K +$37.7K +684 +5%
BOS
365
Bingham Osborn & Scarborough
California
$729K +$26.9K +488 +4%
HWM
366
Howard Wealth Management
Connecticut
$724K +$27.4K +497 +4%
MIAN
367
Mariner Independent Advisor Network
Kansas
$721K +$719K +13,048 New
FHA
368
Flagship Harbor Advisors
Massachusetts
$714K +$47.9K +869 +7%
FIA
369
Foundations Investment Advisors
Arizona
$712K -$826 -15 -0.1%
ATC
370
Argent Trust Co
Tennessee
$708K
BA
371
Bristlecone Advisors
Washington
$706K
IWM
372
IHT Wealth Management
Illinois
$701K +$26.7K +485 +4%
FPIS
373
Financial Planning & Information Services
Wisconsin
$695K
IA
374
IFG Advisory
Georgia
$692K +$422K +7,663 +158%
BCA
375
Berman Capital Advisors
Georgia
$685K +$2.81K +51 +0.4%