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Vanguard Tax-Exempt Bond Index Fund

119 hedge funds and large institutions have $967M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

36% more capital invested

Capital invested by funds: $712M → $967M (+$256M)

13% more funds holding

Funds holding: 105119 (+14)

3.13% more ownership

Funds ownership: 55.37%58.5% (+3.1%)

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
57
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cahaba Wealth Management
Georgia
$1.27M +$1.27M +24,514 New
JSA
52
Jacobson & Schmitt Advisors
Wisconsin
$1.26M +$202K +3,909 +19%
ASN
53
Advisory Services Network
Georgia
$1.2M -$4.96K -96 -0.4%
AA
54
Alesco Advisors
New York
$1.19M
Vanguard Group
55
Vanguard Group
Pennsylvania
$1.15M +$52 +1 +0%
SIC
56
Sigma Investment Counselors
Michigan
$1.13M +$136K +2,635 +14%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.08M -$351K -6,788 -24%
VC
58
Vicus Capital
Pennsylvania
$1.07M +$285K +5,521 +36%
BFG
59
Bouchey Financial Group
New York
$1M +$517 +10 +0.1%
AG
60
Advisor Group
Arizona
$978K +$160K +3,091 +20%
AIM
61
AMI Investment Management
Indiana
$971K +$300K +5,800 +45%
OAM
62
Occidental Asset Management
California
$940K
NC
63
NewSquare Capital
Pennsylvania
$919K +$1.17M +22,721 +133%
AI
64
Atria Investments
North Carolina
$897K +$897K +17,361 New
RGC
65
Roberts, Glore & Co
Illinois
$811K +$10.3K +200 +1%
CA
66
Cetera Advisors
Colorado
$800K -$26.3K -509 -3%
Stifel Financial
67
Stifel Financial
Missouri
$773K
JP Morgan Chase
68
JP Morgan Chase
New York
$745K +$217K +4,200 +41%
CWM
69
Cornerstone Wealth Management
Missouri
$742K +$16.5K +319 +2%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$735K -$89.3K -1,727 -11%
CT
71
Coastline Trust
Rhode Island
$732K +$151K +2,920 +26%
AACR
72
ACR Alpine Capital Research
Missouri
$726K -$74.7K -1,446 -9%
FMWA
73
Forvis Mazars Wealth Advisors
Missouri
$673K -$30.1K -582 -4%
BCM
74
Blume Capital Management
California
$615K +$20.7K +400 +3%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$611K +$42.3K +819 +7%