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Vanguard Tax-Exempt Bond Index Fund

176 hedge funds and large institutions have $1.72B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $1.37B → $1.72B (+$357M)

11% more funds holding

Funds holding: 158176 (+18)

2.24% more ownership

Funds ownership: 62.77%65.01% (+2.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
33
Increased
91
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$8.19M -$7.82M -153,518 -49%
HI
27
Hudock Inc
Pennsylvania
$7.12M -$1.04M -20,494 -13%
AF
28
Advisornet Financial
Minnesota
$6.76M +$1.32M +25,930 +24%
IA
29
Independence Advisors
Pennsylvania
$6.54M -$1.1M -21,670 -14%
WIC
30
Whitegate Investment Counselors
New Hampshire
$5.44M +$1.44M +28,210 +36%
CCP
31
Cardan Capital Partners
Colorado
$5.25M +$1.08M +21,259 +26%
RFO
32
RiverGlades Family Offices
Florida
$5.15M -$5.17M -101,490 Closed
RMC
33
Regis Management Company
California
$5.1M
PFPT
34
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.64M +$3.49M +68,556 +300%
AWM
35
Altium Wealth Management
New York
$4.64M +$3.06M +60,088 +192%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.51M +$3.47M +68,018 +328%
AG
37
Advisor Group
Arizona
$4.39M +$1.68M +32,927 +62%
ERIM
38
Eagle Ridge Investment Management
Connecticut
$4.38M +$230K +4,504 +6%
CSM
39
CAMG Solamere Management
North Carolina
$3.93M -$331K -6,500 -8%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$3.77M +$449K +8,803 +13%
BFG
41
Bouchey Financial Group
New York
$3.69M +$2.65M +51,984 +253%
UCFA
42
United Capital Financial Advisors
Texas
$3.6M +$2.82M +55,412 +362%
FA
43
FDx Advisors
Illinois
$3.57M -$9.94K -195 -0.3%
FM
44
Foster & Motley
Ohio
$3.56M -$236K -4,637 -6%
LPT
45
Legacy Private Trust
Wisconsin
$3.5M -$17.9M -350,440 -84%
OIWM
46
OptiFour Integrated Wealth Management
Virginia
$3.16M +$65.4K +1,284 +2%
PFM
47
Phillips Financial Management
Indiana
$2.76M +$123K +2,417 +5%
DFIG
48
Dragon Financial & Investment Group
California
$2.65M +$256K +5,020 +11%
CISOA
49
Capital Investment Services of America
Wisconsin
$2.58M
BUB
50
BBVA USA Bancshares
Texas
$2.55M +$844K +16,554 +49%