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Vanguard Tax-Exempt Bond Index Fund

158 hedge funds and large institutions have $1.37B invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+39
Holders Change %
+32.77%
% of All Funds
3.59%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.27%
New
45
Increased
72
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$7.87M +$4.85M +93,977 +161%
IA
27
Independence Advisors
Pennsylvania
$7.77M +$3.82M +73,935 +97%
JWM
28
Janiczek Wealth Management
Colorado
$6.29M -$137K -2,642 -2%
AF
29
Advisornet Financial
Minnesota
$5.53M +$5.53M +107,023 New
RFO
30
RiverGlades Family Offices
Florida
$5.24M +$5.24M +101,490 New
RMC
31
Regis Management Company
California
$5.19M
CSM
32
CAMG Solamere Management
North Carolina
$4.33M -$27.8K -538 -0.6%
CCP
33
Cardan Capital Partners
Colorado
$4.24M +$72.2K +1,398 +2%
ERIM
34
Eagle Ridge Investment Management
Connecticut
$4.22M +$393K +7,602 +10%
WIC
35
Whitegate Investment Counselors
New Hampshire
$4.07M +$1.21M +23,455 +42%
FM
36
Foster & Motley
Ohio
$3.86M +$527K +10,190 +16%
EA
37
Edge Advisors
Georgia
$3.72M +$793K +15,347 +27%
FA
38
FDx Advisors
Illinois
$3.64M -$210K -4,071 -5%
BTS
39
BB&T Securities
Virginia
$3.44M +$354K +6,859 +12%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$3.38M +$348K +6,729 +11%
OIWM
41
OptiFour Integrated Wealth Management
Virginia
$3.15M +$3.15M +60,965 New
AG
42
Advisor Group
Arizona
$2.76M +$1.78M +34,504 +182%
PFM
43
Phillips Financial Management
Indiana
$2.69M +$384K +7,446 +17%
CISOA
44
Capital Investment Services of America
Wisconsin
$2.62M
OAJ
45
Ogorek Anthony Joseph
New York
$2.61M +$186K +3,601 +8%
DFIG
46
Dragon Financial & Investment Group
California
$2.44M +$2.44M +47,172 New
NG
47
Northstar Group
New York
$2.22M +$530K +10,250 +31%
VCM
48
Versant Capital Management
Arizona
$1.85M +$1.85M +35,792 New
BUB
49
BBVA USA Bancshares
Texas
$1.74M +$213K +4,131 +14%
NGA
50
Naples Global Advisors
Florida
$1.74M -$16.3K -315 -0.9%