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Vanguard Tax-Exempt Bond Index Fund

119 hedge funds and large institutions have $967M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

36% more capital invested

Capital invested by funds: $712M → $967M (+$256M)

13% more funds holding

Funds holding: 105119 (+14)

3.13% more ownership

Funds ownership: 55.37%58.5% (+3.1%)

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
57
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$5.8M +$4.45M +86,115 +328%
ECM
27
ETrade Capital Management
Virginia
$5.51M +$5.52M +106,725 New
RMC
28
Regis Management Company
California
$5.18M
CSM
29
CAMG Solamere Management
North Carolina
$4.36M +$776K +15,014 +22%
CCP
30
Cardan Capital Partners
Colorado
$4.17M -$453K -8,761 -10%
IA
31
Independence Advisors
Pennsylvania
$3.95M +$137K +2,643 +4%
FA
32
FDx Advisors
Illinois
$3.85M -$63.3K -1,225 -2%
ERIM
33
Eagle Ridge Investment Management
Connecticut
$3.82M +$513K +9,928 +15%
FM
34
Foster & Motley
Ohio
$3.33M +$651K +12,595 +24%
BTS
35
BB&T Securities
Virginia
$3.08M +$29.8K +576 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$3.03M +$20.2K +391 +0.7%
PAG
37
Private Advisor Group
New Jersey
$3.02M +$1.6M +31,029 +113%
EA
38
Edge Advisors
Georgia
$2.93M +$650K +12,573 +28%
WIC
39
Whitegate Investment Counselors
New Hampshire
$2.86M +$397K +7,675 +16%
CISOA
40
Capital Investment Services of America
Wisconsin
$2.62M -$15.5K -300 -0.6%
CPO
41
Cerity Partners OCIO
New York
$2.43M +$1.47M +28,383 +143%
OAJ
42
Ogorek Anthony Joseph
New York
$2.42M -$28.5K -552 -1%
ZCA
43
Zeke Capital Advisors
Pennsylvania
$2.4M
PFM
44
Phillips Financial Management
Indiana
$2.3M +$93K +1,800 +4%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$2.09M -$233K -4,509 -10%
NGA
46
Naples Global Advisors
Florida
$1.75M
NG
47
Northstar Group
New York
$1.69M +$370K +7,150 +28%
BUB
48
BBVA USA Bancshares
Texas
$1.52M +$380K +7,347 +33%
BC
49
Bartlett & Co
Ohio
$1.41M +$40.6K +785 +3%
CCG
50
Chatham Capital Group
Georgia
$1.27M +$103K +2,000 +9%