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Vanguard Tax-Exempt Bond Index Fund

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$299M)

7% more funds holding

Funds holding: 197211 (+14)

1.92% more ownership

Funds ownership: 70.57%72.49% (+1.9%)

Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSM
51
CAMG Solamere Management
North Carolina
$3.5M -$379K -7,442 -10%
MA
52
MUFG Americas
New York
$3.47M +$3.29M +64,696 +1,640%
BUB
53
BBVA USA Bancshares
Texas
$3.33M +$464K +9,123 +16%
PFM
54
Phillips Financial Management
Indiana
$2.93M +$116K +2,282 +4%
PCA
55
Personal Capital Advisors
California
$2.84M +$147K +2,881 +5%
CISOA
56
Capital Investment Services of America
Wisconsin
$2.69M
OAJ
57
Ogorek Anthony Joseph
New York
$2.56M +$21.1K +414 +0.8%
M&T Bank
58
M&T Bank
New York
$2.55M +$152K +2,989 +6%
RPG
59
Resource Planning Group
Georgia
$2.52M +$2.54M +49,864 New
OIWM
60
OptiFour Integrated Wealth Management
Virginia
$2.52M -$617K -12,125 -20%
STMM
61
South Texas Money Management
Texas
$2.44M +$783K +15,382 +47%
RJT
62
Raymond James Trust
Florida
$2.43M -$432K -8,492 -15%
NG
63
Northstar Group
New York
$2.33M -$73.3K -1,440 -3%
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$2.32M +$746K +14,655 +47%
PCM
65
Prelude Capital Management
New York
$2.3M +$2.32M +45,565 New
ASN
66
Advisory Services Network
Georgia
$2.12M -$58.6K -1,152 -3%
I
67
IberiaBank
Louisiana
$2M +$1.39M +27,400 +224%
AB
68
AT Bancorp
Iowa
$1.99M +$66.7K +1,310 +3%
BCWM
69
Bartlett & Co Wealth Management
Ohio
$1.96M +$382K +7,501 +24%
BC
70
Bartlett & Co
Ohio
$1.96M +$382K +7,501 +24%
LWS
71
Lucia Wealth Services
California
$1.94M +$1.95M +38,337 New
CPO
72
Cerity Partners OCIO
New York
$1.89M
Baird Financial Group
73
Baird Financial Group
Wisconsin
$1.84M -$211K -4,151 -10%
RGC
74
Roberts, Glore & Co
Illinois
$1.77M -$30.5K -600 -2%
Citadel Advisors
75
Citadel Advisors
Florida
$1.77M +$1.78M +34,993 New