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Vanguard Tax-Exempt Bond Index Fund

176 hedge funds and large institutions have $1.72B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $1.37B → $1.72B (+$357M)

11% more funds holding

Funds holding: 158176 (+18)

2.24% more ownership

Funds ownership: 62.77%65.01% (+2.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
33
Increased
91
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPO
51
Cerity Partners OCIO
New York
$2.4M +$1.4M +27,567 +138%
OAJ
52
Ogorek Anthony Joseph
New York
$2.38M -$184K -3,617 -7%
NG
53
Northstar Group
New York
$2.34M +$155K +3,050 +7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$2.32M +$1M +19,704 +76%
AB
55
AT Bancorp
Iowa
$1.91M +$954K +18,718 +99%
VCM
56
Versant Capital Management
Arizona
$1.79M -$25.8K -506 -1%
NGA
57
Naples Global Advisors
Florida
$1.71M +$2.55K +50 +0.1%
CCG
58
Chatham Capital Group
Georgia
$1.59M +$102K +2,000 +7%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$1.59M +$253K +4,965 +19%
RGC
60
Roberts, Glore & Co
Illinois
$1.56M +$51K +1,000 +3%
WP
61
WealthShield Partners
North Carolina
$1.44M +$79K +1,550 +6%
CAM
62
Caprin Asset Management
Virginia
$1.44M +$1.44M +28,300 New
AA
63
Alesco Advisors
New York
$1.39M +$226K +4,435 +19%
BC
64
Bartlett & Co
Ohio
$1.37M -$97.7K -1,917 -7%
BCWM
65
Bartlett & Co Wealth Management
Ohio
$1.37M +$1.37M +26,973 New
JSA
66
Jacobson & Schmitt Advisors
Wisconsin
$1.36M +$118K +2,317 +10%
ASN
67
Advisory Services Network
Georgia
$1.33M +$50.2K +986 +4%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.33M -$7.59K -149 -0.6%
SIC
69
Sigma Investment Counselors
Michigan
$1.32M +$63.2K +1,240 +5%
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$1.31M -$1.63K -32 -0.1%
PCM
71
Prelude Capital Management
New York
$1.26M +$897K +17,602 +244%
VC
72
Vicus Capital
Pennsylvania
$1.26M +$58.7K +1,151 +5%
CWM
73
Cahaba Wealth Management
Georgia
$1.25M +$4.23K +83 +0.3%
AI
74
Atria Investments
North Carolina
$1.19M +$111K +2,186 +10%
PP
75
PrairieView Partners
Minnesota
$1.18M +$261K +5,127 +28%