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Vanguard Tax-Exempt Bond Index Fund

56 hedge funds and large institutions have $180M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 6

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

41% more capital invested

Capital invested by funds: $127M → $180M (+$52.4M)

17% more funds holding

Funds holding: 4856 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.08% less ownership

Funds ownership: 33.95%33.87% (-0.08%)

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
11
Increased
30
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Alesco Advisors
New York
$1.04M +$210K +4,000 +25%
Creative Planning
27
Creative Planning
Kansas
$883K +$89.7K +1,709 +11%
PFM
28
Phillips Financial Management
Indiana
$856K +$869K +16,562 New
FM
29
Foster & Motley
Ohio
$837K +$352K +6,707 +72%
BC
30
Bartlett & Co
Ohio
$753K +$58.8K +1,120 +8%
UCFA
31
United Capital Financial Advisors
Texas
$750K +$753K +14,362 New
NC
32
NewSquare Capital
Pennsylvania
$663K -$157 -3 -0%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$660K +$663K +12,635 New
VKH
34
Virtu KCG Holdings
New York
$648K +$3.04K +58 +0.5%
CA
35
Cetera Advisors
Colorado
$584K +$32.6K +622 +6%
CCG
36
Chatham Capital Group
Georgia
$555K +$26.2K +500 +5%
AIM
37
AMI Investment Management
Indiana
$501K -$177K -3,371 -26%
ASN
38
Advisory Services Network
Georgia
$491K
GJIC
39
Gamble Jones Investment Counsel
California
$427K
VC
40
Vicus Capital
Pennsylvania
$384K
M&T Bank
41
M&T Bank
New York
$358K
First Trust Advisors
42
First Trust Advisors
Illinois
$219K +$221K +4,204 New
AG
43
Advisor Group
Arizona
$183K +$145K +2,756 +368%
MFS
44
MSI Financial Services
Massachusetts
$160K +$96.5K +1,840 +149%
JP Morgan Chase
45
JP Morgan Chase
New York
$112K -$179K -3,415 -61%
SF
46
Synovus Financial
Georgia
$100K +$420 +8 +0.4%
Lazard Asset Management
47
Lazard Asset Management
New York
$99K
BWA
48
Burt Wealth Advisors
Maryland
$71K +$71.9K +1,370 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$39.3K +749 +669%
BCI
50
Brinker Capital Investments
Pennsylvania
$27K +$27.2K +518 New