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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
ZB
426
Zions Bancorporation
Utah
$53K +$53.2K +975 New
LFG
427
LifePlan Financial Group
Ohio
$52K
GAM
428
Gemmer Asset Management
California
$49K +$4.64K +85 +10%
SFPG
429
Stonebridge Financial Planning Group
Florida
$43K -$24.6K -450 -36%
BHWM
430
Bay Harbor Wealth Management
Maryland
$42K
FFC
431
First Financial Corp
Indiana
$42K
Bessemer Group
432
Bessemer Group
New Jersey
$36K
PFS
433
Prospera Financial Services
Texas
$36K +$35.8K +656 New
CH
434
Canton Hathaway
Rhode Island
$33K
CFFP
435
Center for Financial Planning
Michigan
$33K
WEC
436
Winslow Evans & Crocker
Massachusetts
$32K
WTC
437
WhitTier Trust Company
Nevada
$27K
CSPIA
438
Cary Street Partners Investment Advisory
Virginia
$24K +$24.6K +450 New
CFO
439
CVA Family Office
Colorado
$22K
CPW
440
Catalyst Private Wealth
California
$21K +$20.6K +377 New
CWM
441
Cedar Wealth Management
California
$19K
LFG
442
Larson Financial Group
Missouri
$17K
IWP
443
IAG Wealth Partners
Wisconsin
$15K
DAM
444
Delta Asset Management
Tennessee
$14K +$13.5K +248 New
CHA
445
Carmichael Hill & Associates
Maryland
$13K
NSIM
446
North Star Investment Management
Illinois
$11K
CBT
447
Central Bank & Trust
Kentucky
$10K -$8.19K -150 -45%
FCH
448
Freestone Capital Holdings
Washington
$8.62K +$8.62K +158 New
SSB
449
Sandy Spring Bank
Maryland
$8K -$8.19K -150 -50%
MFT
450
Moisand Fitzgerald Tamayo
Florida
$7K