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Vanguard Tax-Exempt Bond Index Fund

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
51
Chatham Capital Group
Georgia
$6.06M
CCP
52
Cardan Capital Partners
Colorado
$5.81M +$119K +2,224 +2%
BUB
53
BBVA USA Bancshares
Texas
$5.72M -$742K -13,845 -11%
FM
54
Foster & Motley
Ohio
$5.5M +$581K +10,853 +12%
UR
55
USCA RIA
Texas
$5.31M +$350K +6,538 +7%
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$5.15M +$5.14M +96,020 New
ST
57
Smithfield Trust
Pennsylvania
$5.14M +$326K +6,081 +7%
CISOA
58
Capital Investment Services of America
Wisconsin
$5M +$1.35M +25,155 +37%
EPM
59
Elm Partners Management
Pennsylvania
$4.97M -$77.1K -1,440 -2%
BSAM
60
Blue Square Asset Management
New York
$4.93M +$4.92M +91,871 New
RPG
61
Resource Planning Group
Georgia
$4.9M
ERIM
62
Eagle Ridge Investment Management
Connecticut
$4.67M -$23.9K -447 -0.5%
EC
63
Estate Counselors
Wisconsin
$4.61M
I
64
IberiaBank
Louisiana
$4.45M +$214K +3,993 +5%
BCI
65
Brinker Capital Investments
Pennsylvania
$4.43M -$727K -13,577 -14%
PFM
66
Phillips Financial Management
Indiana
$4.32M -$115K -2,156 -3%
CAMG
67
CWA Asset Management Group
Florida
$4.26M +$3.45M +64,316 +425%
BFG
68
Bouchey Financial Group
New York
$4.25M +$274K +5,122 +7%
BFA
69
Bragg Financial Advisors
North Carolina
$4.23M +$1.6M +29,845 +61%
MAM
70
Meeder Asset Management
Ohio
$4.03M +$1.14M +21,278 +39%
MML Investors Services
71
MML Investors Services
Massachusetts
$3.95M +$194K +3,618 +5%
RJT
72
Raymond James Trust
Florida
$3.91M -$45.6K -852 -1%
CSM
73
CAMG Solamere Management
North Carolina
$3.85M -$1.07K -20 -0%
SI
74
Stephens Inc
Arkansas
$3.72M +$178K +3,320 +5%
CPA
75
Clear Perspective Advisors
Illinois
$3.7M +$1.86M +34,650 +100%