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Vanguard Tax-Exempt Bond Index Fund

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $3.14B → $3.47B (+$332M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more funds holding

Funds holding: 274292 (+18)

2.46% less ownership

Funds ownership: 69.44%66.98% (-2.5%)

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$5.11M -$461K -8,777 -8%
EPM
52
Elm Partners Management
Pennsylvania
$5M -$33.2K -632 -0.7%
UR
53
USCA RIA
Texas
$4.91M -$495K -9,416 -9%
FM
54
Foster & Motley
Ohio
$4.87M +$691K +13,151 +17%
RPG
55
Resource Planning Group
Georgia
$4.85M -$112K -2,131 -2%
ST
56
Smithfield Trust
Pennsylvania
$4.77M +$3.05M +58,044 +182%
ERIM
57
Eagle Ridge Investment Management
Connecticut
$4.65M +$156K +2,978 +4%
GIM
58
Greenwich Investment Management
Connecticut
$4.58M -$186K -3,533 -4%
EC
59
Estate Counselors
Wisconsin
$4.56M +$3.3M +62,920 +273%
PFM
60
Phillips Financial Management
Indiana
$4.38M +$134K +2,546 +3%
I
61
IberiaBank
Louisiana
$4.19M -$860K -16,380 -17%
BFG
62
Bouchey Financial Group
New York
$3.93M +$430K +8,182 +12%
RJT
63
Raymond James Trust
Florida
$3.91M -$101K -1,916 -3%
CSM
64
CAMG Solamere Management
North Carolina
$3.81M -$20.6K -392 -0.5%
MML Investors Services
65
MML Investors Services
Massachusetts
$3.72M -$234K -4,456 -6%
CISOA
66
Capital Investment Services of America
Wisconsin
$3.61M +$105K +2,000 +3%
SI
67
Stephens Inc
Arkansas
$3.51M +$392K +7,464 +13%
PCA
68
Personal Capital Advisors
California
$3.41M +$190K +3,610 +6%
VC
69
Vicus Capital
Pennsylvania
$3.3M +$1.25M +23,799 +62%
NNP
70
Nachman Norwood & Parrott
South Carolina
$3.22M -$294K -5,600 -8%
RFO
71
RiverGlades Family Offices
Florida
$3.22M +$3.18M +60,595 New
CT
72
Coastline Trust
Rhode Island
$3.21M -$165K -3,140 -5%
AI
73
Atria Investments
North Carolina
$3.18M +$533K +10,155 +21%
APC
74
Aspire Private Capital
North Carolina
$3.15M +$482K +9,168 +18%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$2.94M +$12.3K +235 +0.4%