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Vanguard Tax-Exempt Bond Index Fund

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$299M)

7% more funds holding

Funds holding: 197211 (+14)

1.92% more ownership

Funds ownership: 70.57%72.49% (+1.9%)

Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
26
Janiczek Wealth Management
Colorado
$11.3M -$291K -5,721 -2%
LPT
27
Legacy Private Trust
Wisconsin
$11M +$2.44M +48,000 +28%
CWM
28
CMH Wealth Management
New Hampshire
$10.8M +$10.2M +200,770 +1,575%
MA
29
MCF Advisors
Kentucky
$8.44M +$697K +13,703 +9%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$8.14M -$3.32M -65,206 -29%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$7.98M +$5.08M +99,821 +172%
WIC
32
Whitegate Investment Counselors
New Hampshire
$7.26M +$1.48M +29,175 +25%
AF
33
Advisornet Financial
Minnesota
$7.12M -$278K -5,458 -4%
BCI
34
Brinker Capital Investments
Pennsylvania
$7.1M +$238K +4,671 +3%
HI
35
Hudock Inc
Pennsylvania
$6.96M +$76.5K +1,504 +1%
IA
36
Independence Advisors
Pennsylvania
$6.78M -$638K -12,540 -9%
CCP
37
Cardan Capital Partners
Colorado
$5.61M -$75.8K -1,489 -1%
ERIM
38
Eagle Ridge Investment Management
Connecticut
$5.17M +$414K +8,140 +9%
RMC
39
Regis Management Company
California
$5.02M
AG
40
Advisor Group
Arizona
$5M +$466K +9,158 +10%
CCG
41
Chatham Capital Group
Georgia
$4.61M +$3.05M +59,925 +191%
ST
42
Smithfield Trust
Pennsylvania
$4.51M -$4.39M -86,320 -49%
FM
43
Foster & Motley
Ohio
$4.29M +$490K +9,639 +13%
MG
44
Mather Group
Illinois
$4.03M +$4.06M +79,817 New
RFO
45
RiverGlades Family Offices
Florida
$3.88M
UCFA
46
United Capital Financial Advisors
Texas
$3.71M +$207K +4,060 +6%
GIM
47
Greenwich Investment Management
Connecticut
$3.6M +$1.38M +27,211 +62%
BFG
48
Bouchey Financial Group
New York
$3.6M -$242K -4,765 -6%
AI
49
Atria Investments
North Carolina
$3.54M +$1.31M +25,655 +58%
MFS
50
McNamara Financial Services
Massachusetts
$3.5M -$301K -5,907 -8%