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Vanguard Tax-Exempt Bond Index Fund

84 hedge funds and large institutions have $323M invested in Vanguard Tax-Exempt Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

80% more capital invested

Capital invested by funds: $180M → $323M (+$144M)

50% more funds holding

Funds holding: 5684 (+28)

19.22% more ownership

Funds ownership: 33.87%53.08% (+19%)

Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
33
Increased
32
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Ancora Advisors
Ohio
$503K +$508K +10,000 New
AIM
52
AMI Investment Management
Indiana
$502K +$20.3K +400 +4%
M&T Bank
53
M&T Bank
New York
$467K +$124K +2,439 +36%
GJIC
54
Gamble Jones Investment Counsel
California
$411K
OAM
55
Occidental Asset Management
California
$407K +$412K +8,100 New
SCG
56
Sonata Capital Group
Washington
$402K +$407K +8,000 New
VC
57
Vicus Capital
Pennsylvania
$381K +$10.9K +214 +3%
VKH
58
Virtu KCG Holdings
New York
$344K -$283K -5,566 -45%
CWM
59
Cornerstone Wealth Management
Missouri
$339K +$343K +6,754 New
FAN
60
Financial Advisors Network
California
$327K +$331K +6,503 New
CPO
61
Cerity Partners OCIO
New York
$285K +$288K +5,662 New
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$281K +$284K +5,590 New
LW
63
Linscomb Wealth
Texas
$256K +$259K +5,090 New
PA
64
Parallel Advisors
California
$254K +$257K +5,049 New
AG
65
Advisor Group
Arizona
$240K +$64K +1,260 +36%
PMFA
66
Plante Moran Financial Advisors
Michigan
$221K +$223K +4,389 New
ML
67
McAdam LLC
Pennsylvania
$218K +$221K +4,345 New
HighTower Advisors
68
HighTower Advisors
Illinois
$216K +$220K +4,321 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$203K +$205K +4,031 New
GEA
70
Glen Eagle Advisors
New Jersey
$177K +$179K +3,520 New
BUB
71
BBVA USA Bancshares
Texas
$118K +$119K +2,348 New
CPA
72
Clear Perspective Advisors
Illinois
$101K +$102K +2,000 New
SF
73
Synovus Financial
Georgia
$97K +$559 +11 +0.6%
Lazard Asset Management
74
Lazard Asset Management
New York
$95K
HI
75
Hudock Inc
Pennsylvania
$71K +$72.4K +1,425 New