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Vanguard Tax-Exempt Bond Index Fund

84 hedge funds and large institutions have $323M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

80% more capital invested

Capital invested by funds: $180M → $323M (+$144M)

50% more funds holding

Funds holding: 5684 (+28)

19.22% more ownership

Funds ownership: 33.87%53.08% (+19%)

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
33
Increased
32
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.99M +$534K +10,507 +36%
LYV
27
Live Your Vision
Pennsylvania
$1.9M +$1.91M +37,500 +15,182%
NGA
28
Naples Global Advisors
Florida
$1.76M +$68.6K +1,350 +4%
BTS
29
BB&T Securities
Virginia
$1.71M
EA
30
Edge Advisors
Georgia
$1.63M +$1.64M +32,354 New
FM
31
Foster & Motley
Ohio
$1.56M +$760K +14,958 +93%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$1.41M +$297K +5,850 +26%
PAG
33
Private Advisor Group
New Jersey
$1.27M -$59.5K -1,170 -4%
AACR
34
ACR Alpine Capital Research
Missouri
$1.27M +$187K +3,685 +17%
AA
35
Alesco Advisors
New York
$1.16M +$152K +3,000 +15%
CCG
36
Chatham Capital Group
Georgia
$1.14M +$610K +12,000 +113%
AWMG
37
Alliance Wealth Management Group
New Jersey
$949K +$960K +18,886 New
PFM
38
Phillips Financial Management
Indiana
$852K +$14.3K +282 +2%
IWMPD
39
Integrated Wealth Management (Palm Desert)
California
$830K +$839K +16,515 New
BFG
40
Bouchey Financial Group
New York
$785K +$794K +15,620 New
BC
41
Bartlett & Co
Ohio
$779K +$54.4K +1,070 +7%
Stifel Financial
42
Stifel Financial
Missouri
$752K +$760K +14,950 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$735K -$537K -10,572 -42%
UCFA
44
United Capital Financial Advisors
Texas
$722K
RGC
45
Roberts, Glore & Co
Illinois
$719K +$727K +14,300 New
CA
46
Cetera Advisors
Colorado
$640K +$81.3K +1,599 +14%
NC
47
NewSquare Capital
Pennsylvania
$633K -$6.25K -123 -1%
Citigroup
48
Citigroup
New York
$569K -$1.79M -35,183 -76%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$560K -$75.4K -1,484 -12%
SIC
50
Sigma Investment Counselors
Michigan
$531K +$537K +10,570 New