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Vanguard Tax-Exempt Bond Index Fund

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$17.5M -$431K -8,054 -2%
SPIA
27
Steward Partners Investment Advisory
New York
$17.2M +$2.07M +38,606 +14%
BTS
28
BB&T Securities
Virginia
$15.5M +$1.19M +22,283 +8%
MIS
29
Morningstar Investment Services
Illinois
$15.5M +$1.55M +28,975 +11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$14.4M +$1.23M +22,895 +9%
RWP
31
RWA Wealth Partners
Massachusetts
$14.1M +$146K +2,724 +1%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$12.5M +$1.16M +21,623 +10%
HighTower Advisors
33
HighTower Advisors
Illinois
$12.1M +$5.81M +108,376 +92%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$12M +$2M +37,330 +20%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$11.9M
RMC
36
Regis Management Company
California
$11.8M
OIWM
37
OptiFour Integrated Wealth Management
Virginia
$10.8M -$7.77K -145 -0.1%
MA
38
MUFG Americas
New York
$10.4M -$284K -5,300 -3%
JWM
39
Janiczek Wealth Management
Colorado
$9.84M -$701K -13,093 -7%
MG
40
Mather Group
Illinois
$9.45M +$337K +6,293 +4%
W
41
WealthStone
Ohio
$9.2M +$9.19M +171,657 New
AG
42
Advisor Group
Arizona
$9M +$1.34M +25,082 +18%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$8.08M +$124K +2,321 +2%
AWE
44
Avidian Wealth Enterprises
Texas
$7.85M +$792K +14,777 +11%
IA
45
Independence Advisors
Pennsylvania
$7.35M +$279K +5,217 +4%
FA
46
FDx Advisors
Illinois
$7.04M -$719K -13,416 -9%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$6.68M +$6.68M +124,634 New
WIC
48
Whitegate Investment Counselors
New Hampshire
$6.41M -$382K -7,125 -6%
AF
49
Advisornet Financial
Minnesota
$6.33M +$161K +3,003 +3%
PAG
50
Private Advisor Group
New Jersey
$6.17M +$4.01M +74,811 +185%