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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
LBD
51
Landsberg Bennett & Dubbaneh
Florida
$11.3M +$11.3M +207,801 New
BFA
52
Bragg Financial Advisors
North Carolina
$11.2M +$2M +36,579 +22%
OPS
53
Orion Portfolio Solutions
Nebraska
$11.2M +$198K +3,630 +2%
HWA
54
Heartwood Wealth Advisors
Virginia
$11M +$81.9K +1,501 +0.7%
BCA
55
Biltmore Capital Advisors
New Jersey
$10.6M +$5.12M +93,886 +92%
MG
56
Mather Group
Illinois
$10.5M +$2.6M +47,625 +33%
RMC
57
Regis Management Company
California
$10.4M
MA
58
MUFG Americas
New York
$10.3M +$424K +7,761 +4%
QWM
59
Quaker Wealth Management
New Jersey
$10.2M +$6.57M +120,363 +178%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$9.79M -$18.6M -340,747 -65%
SQA
61
Simon Quick Advisors
New Jersey
$9.37M +$725K +13,286 +8%
PCA
62
Personal Capital Advisors
California
$9.01M +$1.96M +35,926 +28%
BlackRock
63
BlackRock
New York
$8.97M -$324K -5,941 -3%
WAM
64
Wealthspire Advisors (Maryland)
Maryland
$8.87M +$2.25M +41,290 +34%
LIA
65
LBMC Investment Advisors
Tennessee
$8.78M +$8.8M +161,324 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$8.27M +$1.2M +22,061 +17%
BUB
67
BBVA USA Bancshares
Texas
$8.16M +$518K +9,491 +7%
SB
68
Sunflower Bank
Texas
$7.9M -$2.33M -42,742 -23%
PG
69
Proffitt & Goodson
Tennessee
$7.83M +$4.83M +88,417 +159%
JWM
70
Janiczek Wealth Management
Colorado
$7.76M -$205K -3,758 -3%
Rockefeller Capital Management
71
Rockefeller Capital Management
New York
$7.3M -$282K -5,167 -4%
FM
72
Foster & Motley
Ohio
$7.1M +$452K +8,282 +7%
CT
73
Coastline Trust
Rhode Island
$7.02M +$590K +10,810 +9%
WIC
74
Whitegate Investment Counselors
New Hampshire
$7.01M +$469K +8,600 +7%
ERIM
75
Eagle Ridge Investment Management
Connecticut
$6.39M +$1.34M +24,546 +26%