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Vanguard Tax-Exempt Bond Index Fund

48 hedge funds and large institutions have $127M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

156% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more capital invested

Capital invested by funds: $82M → $127M (+$45.2M)

26% more funds holding

Funds holding: 3848 (+10)

1.21% more ownership

Funds ownership: 32.74%33.95% (+1.2%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
23
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NC
26
NewSquare Capital
Pennsylvania
$670K +$485K +9,331 +276%
VKH
27
Virtu KCG Holdings
New York
$651K +$370K +7,124 +136%
CA
28
Cetera Advisors
Colorado
$553K +$4.16K +80 +0.8%
CCG
29
Chatham Capital Group
Georgia
$534K +$526K +10,125 New
Vanguard Group
30
Vanguard Group
Pennsylvania
$510K +$71.6K +1,379 +17%
ASN
31
Advisory Services Network
Georgia
$495K +$488K +9,400 New
FM
32
Foster & Motley
Ohio
$491K -$8.83K -170 -2%
PHIMC
33
Private Harbour Investment Management & Counsel
Ohio
$445K +$438K +8,440 New
GJIC
34
Gamble Jones Investment Counsel
California
$431K -$303K -5,825 -42%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$408K +$285K +5,479 +241%
VC
36
Vicus Capital
Pennsylvania
$388K +$140K +2,689 +58%
M&T Bank
37
M&T Bank
New York
$361K +$356K +6,849 New
JP Morgan Chase
38
JP Morgan Chase
New York
$293K -$814K -15,675 -74%
SHCM
39
Stokes & Hubbell Capital Management
Louisiana
$247K +$36.4K +700 +18%
Wells Fargo
40
Wells Fargo
California
$149K +$147K +2,836 New
SF
41
Synovus Financial
Georgia
$101K +$99.2K +1,910 New
Lazard Asset Management
42
Lazard Asset Management
New York
$100K
MFS
43
MSI Financial Services
Massachusetts
$65K -$21.3K -410 -25%
AG
44
Advisor Group
Arizona
$39K +$38.9K +748 New
US Bancorp
45
US Bancorp
Minnesota
$26K
SSB
46
Sandy Spring Bank
Maryland
$16K
NSIM
47
North Star Investment Management
Illinois
$10K +$52 +1 +0.5%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$5.82K +112 New
Morgan Stanley
49
Morgan Stanley
New York
$5K +$4.52K +87 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$5K +$4.94K +95 New