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Vanguard Tax-Exempt Bond Index Fund

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

80% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 66

11% more capital invested

Capital invested by funds: $2.82B → $3.14B (+$312M)

9% more funds holding

Funds holding: 252274 (+22)

1.78% less ownership

Funds ownership: 71.22%69.44% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
26
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.9M +$1.49M +28,950 +11%
EI
27
Ellevest Inc
New York
$15.6M -$13M -252,783 -97%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$15M +$1.13M +21,984 +8%
RWP
29
RWA Wealth Partners
Massachusetts
$13.7M +$4.68K +91 +0%
BTS
30
BB&T Securities
Virginia
$12.8M +$2.17M +42,249 +21%
MIS
31
Morningstar Investment Services
Illinois
$12.2M +$1.78M +34,693 +17%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$11M +214,600 New
MA
33
MUFG Americas
New York
$11M +$151K +2,932 +1%
OIWM
34
OptiFour Integrated Wealth Management
Virginia
$10.8M +$428K +8,320 +4%
JWM
35
Janiczek Wealth Management
Colorado
$10.6M -$195K -3,789 -2%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$9.44M +$6.05M +117,628 +186%
Creative Planning
37
Creative Planning
Kansas
$9M -$575K -11,182 -6%
LYV
38
Live Your Vision
Pennsylvania
$8.36M -$3.47M -67,432 -30%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$8.17M -$60.9K -1,185 -0.8%
MG
40
Mather Group
Illinois
$7.58M +$1.5M +29,224 +25%
IA
41
Independence Advisors
Pennsylvania
$7.12M +$15.5K +301 +0.2%
AG
42
Advisor Group
Arizona
$6.65M +$628K +12,215 +11%
WIC
43
Whitegate Investment Counselors
New Hampshire
$6.48M -$440K -8,550 -6%
BUB
44
BBVA USA Bancshares
Texas
$6.13M +$2.6M +50,535 +75%
CCG
45
Chatham Capital Group
Georgia
$5.9M +$1.12M +21,850 +24%
AF
46
Advisornet Financial
Minnesota
$5.88M -$23.8K -462 -0.4%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$5.68M +$1.11M +21,625 +25%
CCP
48
Cardan Capital Partners
Colorado
$5.66M -$518K -10,070 -8%
BCI
49
Brinker Capital Investments
Pennsylvania
$5.47M -$616K -11,974 -10%
UR
50
USCA RIA
Texas
$5.31M +$5.24M +101,853 New