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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
CA
451
Clearstead Advisors
Ohio
$4K
PWMG
452
Prestige Wealth Management Group
New Jersey
$4K
LWM
453
Liberty Wealth Management
California
$4K +$3.55K +65 New
PCS
454
Personal CFO Solutions
New Jersey
$2K
Millennium Management
455
Millennium Management
New York
$1.81K +$1.82M +33,321 New
GRP
456
Global Retirement Partners
California
$1K -$169K -3,090 -99%
EI
457
Ellevest Inc
New York
$1K
S
458
SignatureFD
Georgia
$1K
GFPC
459
Global Financial Private Client
Florida
$109 +$109 +2 New
GC
460
Garde Capital
Washington
-$25.4M -468,634 Closed
Renaissance Technologies
461
Renaissance Technologies
New York
-$13M -239,395 Closed
RWP
462
Reliant Wealth Planning
Kentucky
-$1.49M -27,586 Closed
CWS
463
Cypress Wealth Services
California
-$1.25M -22,907 Closed
SIC
464
Sigma Investment Counselors
Michigan
-$1.21M -22,293 Closed
CP
465
Camelot Portfolios
Ohio
-$1.02M -18,795 Closed
IF
466
IRON Financial
Illinois
-$603K -11,141 Closed
TFCP
467
Twin Focus Capital Partners
Massachusetts
-$395K -7,300 Closed
GAG
468
GM Advisory Group
New York
-$384K -7,085 Closed
HKIM
469
Hayek Kallen Investment Management
Alabama
-$330K -6,100 Closed
FTUS
470
Flow Traders U.S.
New York
-$329K -6,080 Closed
VAG
471
VisionPoint Advisory Group
Texas
-$295K -5,397 Closed
VWA
472
V Wealth Advisors
Kansas
-$291K -5,357 Closed
EA
473
Efficient Advisors
Ohio
-$267K -4,926 Closed
IFAM
474
Institutional & Family Asset Management
Colorado
-$243K -4,483 Closed
EWM
475
EPG Wealth Management
Georgia
-$236K -4,353 Closed