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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
KCM
376
Kanawha Capital Management
Virginia
$272K
XF
377
XML Financial
Maryland
$272K +$273K +5,005 New
FHC
378
First Heartland Consultants
Missouri
$266K
TFS
379
TrustCore Financial Services
Tennessee
$261K +$153K +2,800 +140%
PHIMC
380
Private Harbour Investment Management & Counsel
Ohio
$260K
WLIM
381
White Lighthouse Investment Management
Massachusetts
$256K
BIA
382
Bigelow Investment Advisors
Maine
$256K +$257K +4,710 New
HI
383
Hudock Inc
Pennsylvania
$252K +$327 +6 +0.1%
Brown Advisory
384
Brown Advisory
Maryland
$248K
ACP
385
Aveo Capital Partners
Colorado
$243K +$244K +4,472 New
WC
386
Whitney & Co
New York
$240K
KWM
387
Kingsview Wealth Management
Oregon
$237K +$382 +7 +0.2%
GIM
388
Greenwich Investment Management
Connecticut
$233K -$383K -7,011 -62%
SLA
389
Silver Lake Advisory
Utah
$232K +$1.15K +21 +0.5%
FAN
390
Financial Advisors Network
California
$229K
DMC
391
Drexel Morgan & Co
Pennsylvania
$228K
HWMG
392
Hurlow Wealth Management Group
Indiana
$228K +$228K +4,179 New
KA
393
Kovack Advisors
Florida
$227K +$1.04K +19 +0.5%
T
394
TRUADVICE
Florida
$221K +$223K +4,080 New
RVPG
395
Relative Value Partners Group
$217K -$153K -2,800 -41%
PMFA
396
Plante Moran Financial Advisors
Michigan
$217K
TI
397
Tidal Investments
Wisconsin
$217K +$218K +4,000 New
KFGK
398
Keystone Financial Group (Kentucky)
Kentucky
$215K +$216K +3,950 New
DI
399
Diligent Investors
California
$213K +$218 +4 +0.1%
BSW
400
Buckingham Strategic Wealth
Missouri
$210K +$211K +3,864 New