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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31.1M +$5.37M +98,388 +21%
LRIA
27
Leonard Rickey Investment Advisors
Washington
$28.1M +$1.4M +25,637 +5%
M&T Bank
28
M&T Bank
New York
$26M +$4.27M +78,238 +20%
Osaic Holdings
29
Osaic Holdings
Arizona
$25.7M +$3.29M +60,367 +15%
MIS
30
Morningstar Investment Services
Illinois
$24.8M +$110K +2,020 +0.4%
SFS
31
Strategic Financial Services
New York
$23.7M +$3.44M +63,111 +17%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$22.5M +$3.83M +70,244 +20%
PO
33
Private Ocean
California
$21.2M +$1.32M +24,116 +7%
LWA
34
LWS Wealth Advisors
New Jersey
$20.6M +$3.26M +59,792 +19%
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$18.7M +$132K +2,421 +0.7%
ST
36
Smithfield Trust
Pennsylvania
$18.5M +$4.7M +86,082 +34%
BDF
37
Balasa Dinverno & Foltz
$16.5M +$16.5M +302,835 New
SPIA
38
Steward Partners Investment Advisory
New York
$16.2M +$81.3K +1,490 +0.5%
Truist Financial
39
Truist Financial
North Carolina
$15.8M +$251K +4,590 +2%
MAM
40
Meeder Asset Management
Ohio
$14M +$2.41M +44,236 +21%
Citadel Advisors
41
Citadel Advisors
Florida
$13.8M +$13.8M +253,740 New
PAG
42
Private Advisor Group
New Jersey
$13.6M -$1.32M -24,145 -9%
Stifel Financial
43
Stifel Financial
Missouri
$13.5M +$5.88M +107,780 +76%
RA
44
Riversedge Advisors
Delaware
$13.4M +$616K +11,290 +5%
AWE
45
Avidian Wealth Enterprises
Texas
$13.3M +$3.11M +57,052 +31%
NNP
46
Nachman Norwood & Parrott
South Carolina
$13.3M +$5.12M +93,800 +63%
EPM
47
Elm Partners Management
Pennsylvania
$12.3M -$2.76M -50,540 -18%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$11.9M
FAAM
49
First Ascent Asset Management
Colorado
$11.6M +$935K +17,137 +9%
CCFM
50
Clear Creek Financial Management
Washington
$11.3M +$9.91M +181,614 +685%