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Vanguard Tax-Exempt Bond Index Fund

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $3.14B → $3.47B (+$332M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more funds holding

Funds holding: 274292 (+18)

2.46% less ownership

Funds ownership: 69.44%66.98% (-2.5%)

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$15M +$11.2M +213,482 +311%
BTS
27
BB&T Securities
Virginia
$14.2M +$1.17M +22,244 +9%
RWP
28
RWA Wealth Partners
Massachusetts
$13.8M -$170K -3,230 -1%
MIS
29
Morningstar Investment Services
Illinois
$13.8M +$1.33M +25,364 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13.1M -$2.22M -42,219 -15%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$11.9M
RMC
32
Regis Management Company
California
$11.7M -$11.6M -220,377 -50%
FMWA
33
Forvis Mazars Wealth Advisors
Missouri
$11.2M +$1.62M +30,926 +17%
OIWM
34
OptiFour Integrated Wealth Management
Virginia
$10.7M -$295K -5,623 -3%
MA
35
MUFG Americas
New York
$10.6M -$616K -11,732 -6%
JWM
36
Janiczek Wealth Management
Colorado
$10.4M -$325K -6,191 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$9.94M +$1.6M +30,554 +20%
W
38
WealthStone
Ohio
$9.13M
MG
39
Mather Group
Illinois
$9.02M +$1.29M +24,477 +17%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$7.87M +$2.08M +39,634 +36%
FA
41
FDx Advisors
Illinois
$7.68M +$7.6M +144,632 New
AG
42
Advisor Group
Arizona
$7.58M +$807K +15,362 +12%
IA
43
Independence Advisors
Pennsylvania
$7M -$249K -4,734 -3%
AWE
44
Avidian Wealth Enterprises
Texas
$6.99M +$2.95M +56,110 +74%
WIC
45
Whitegate Investment Counselors
New Hampshire
$6.73M +$131K +2,500 +2%
BUB
46
BBVA USA Bancshares
Texas
$6.39M +$154K +2,927 +2%
HighTower Advisors
47
HighTower Advisors
Illinois
$6.24M +$4.74M +90,224 +330%
AF
48
Advisornet Financial
Minnesota
$6.1M +$120K +2,287 +2%
CCG
49
Chatham Capital Group
Georgia
$6M
CCP
50
Cardan Capital Partners
Colorado
$5.63M -$124K -2,361 -2%