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Vanguard Tax-Exempt Bond Index Fund

105 hedge funds and large institutions have $712M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

32% more capital invested

Capital invested by funds: $539M → $712M (+$173M)

7% more funds holding

Funds holding: 98105 (+7)

0.61% more ownership

Funds ownership: 54.76%55.37% (+0.61%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
57
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
51
Cerity Partners OCIO
New York
$1M +$1.43K +28 +0.1%
BFG
52
Bouchey Financial Group
New York
$996K +$35.3K +690 +4%
SIC
53
Sigma Investment Counselors
Michigan
$991K +$187K +3,665 +23%
OAM
54
Occidental Asset Management
California
$934K +$517K +10,100 +125%
MML Investors Services
55
MML Investors Services
Massachusetts
$920K +$286K +5,589 +45%
NC
56
NewSquare Capital
Pennsylvania
$880K +$263K +5,143 +43%
CA
57
Cetera Advisors
Colorado
$823K +$346K +6,760 +73%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$819K +$344K +6,730 +73%
AG
59
Advisor Group
Arizona
$813K +$129K +2,532 +19%
AACR
60
ACR Alpine Capital Research
Missouri
$795K -$500K -9,782 -39%
RGC
61
Roberts, Glore & Co
Illinois
$795K
VC
62
Vicus Capital
Pennsylvania
$784K -$7.67K -150 -1%
Stifel Financial
63
Stifel Financial
Missouri
$767K -$13.9K -271 -2%
CWM
64
Cornerstone Wealth Management
Missouri
$720K +$242K +4,727 +51%
FMWA
65
Forvis Mazars Wealth Advisors
Missouri
$699K +$4.5K +88 +0.7%
AIM
66
AMI Investment Management
Indiana
$667K +$10.2K +200 +2%
PAS
67
Park Avenue Securities
New York
$650K +$650K +12,701 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$624K +$622K +12,168 New
BCM
69
Blume Capital Management
California
$590K +$25.6K +500 +5%
CT
70
Coastline Trust
Rhode Island
$577K +$68.5K +1,340 +14%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$565K
LW
72
Linscomb Wealth
Texas
$560K +$558K +10,918 New
PHIMC
73
Private Harbour Investment Management & Counsel
Ohio
$552K +$102K +2,000 +23%
JP Morgan Chase
74
JP Morgan Chase
New York
$524K +$512K +10,019 +5,010%
RWM
75
RKL Wealth Management
Pennsylvania
$518K +$517K +10,105 New