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Vanguard Tax-Exempt Bond Index Fund

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

80% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 66

11% more capital invested

Capital invested by funds: $2.82B → $3.14B (+$312M)

9% more funds holding

Funds holding: 252274 (+22)

1.78% less ownership

Funds ownership: 71.22%69.44% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
I
51
IberiaBank
Louisiana
$4.97M +$124K +2,416 +3%
EPM
52
Elm Partners Management
Pennsylvania
$4.95M -$34.4K -670 -0.7%
RPG
53
Resource Planning Group
Georgia
$4.88M -$349K -6,792 -7%
GIM
54
Greenwich Investment Management
Connecticut
$4.68M +$98.2K +1,910 +2%
ERIM
55
Eagle Ridge Investment Management
Connecticut
$4.41M +$2.17M +42,173 +99%
Citadel Advisors
56
Citadel Advisors
Florida
$4.25M +$4.19M +81,576 New
PFM
57
Phillips Financial Management
Indiana
$4.17M +$211K +4,105 +5%
FM
58
Foster & Motley
Ohio
$4.1M +$155K +3,014 +4%
RJT
59
Raymond James Trust
Florida
$3.94M +$1.47M +28,596 +61%
AWE
60
Avidian Wealth Enterprises
Texas
$3.94M +$3.13M +60,797 +413%
MML Investors Services
61
MML Investors Services
Massachusetts
$3.88M +$337K +6,562 +10%
CSM
62
CAMG Solamere Management
North Carolina
$3.76M +$154K +2,995 +4%
SPIA
63
Steward Partners Investment Advisory
New York
$3.58M +$1.44M +28,069 +69%
NNP
64
Nachman Norwood & Parrott
South Carolina
$3.46M -$1.7M -33,132 -33%
CISOA
65
Capital Investment Services of America
Wisconsin
$3.44M +$272K +5,300 +9%
BFG
66
Bouchey Financial Group
New York
$3.44M -$67.3K -1,310 -2%
CT
67
Coastline Trust
Rhode Island
$3.32M +$344K +6,700 +12%
CAM
68
Caprin Asset Management
Virginia
$3.19M -$171K -3,319 -5%
PCA
69
Personal Capital Advisors
California
$3.16M +$272K +5,300 +10%
RFO
70
RiverGlades Family Offices
Florida
$3.09M
SI
71
Stephens Inc
Arkansas
$3.06M +$1.66M +32,227 +122%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$2.93M +$2.31M +44,902 +396%
BC
73
Bartlett & Co
Ohio
$2.87M -$45.2K -880 -2%
BCWM
74
Bartlett & Co Wealth Management
Ohio
$2.87M -$45.2K -880 -2%
PAG
75
Private Advisor Group
New Jersey
$2.71M +$684K +13,308 +34%