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Vanguard Tax-Exempt Bond Index Fund

617 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

184% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 115

18% more capital invested

Capital invested by funds: $7.75B → $9.17B (+$1.42B)

7% more funds holding

Funds holding: 578617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

2.11% more ownership

Funds ownership: 68.19%70.3% (+2.1%)

Holders
617
Holders Change
+39
Holders Change %
+6.75%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
Net Calls
+$354K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
LBD
51
Landsberg Bennett & Dubbaneh
Florida
$16.2M +$1.01M +18,331 +7%
BFA
52
Bragg Financial Advisors
North Carolina
$16.1M +$1.47M +26,733 +10%
COF
53
Capital One Financial
Virginia
$16M +$3.12M +56,691 +24%
BCA
54
Biltmore Capital Advisors
New Jersey
$15.2M +$2.04M +37,037 +16%
CIA
55
Compass Ion Advisors
Pennsylvania
$15.2M -$721K -13,078 -5%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$14.7M +$3.98M +72,213 +37%
WIC
57
Whitegate Investment Counselors
New Hampshire
$14.4M +$1.72M +31,170 +14%
QAM
58
QCI Asset Management
New York
$13.5M +$706K +12,822 +6%
OPS
59
Orion Portfolio Solutions
Nebraska
$13.3M -$394K -7,158 -3%
PCA
60
Personal Capital Advisors
California
$13.2M +$2.01M +36,508 +18%
HWA
61
Heartwood Wealth Advisors
Virginia
$12.2M +$256K +4,654 +2%
A
62
AdvicePeriod
California
$11.9M +$1.7M +30,822 +17%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$11.9M
MWP
64
Moller Wealth Partners
$11.6M +$1.06M +19,248 +10%
ERIM
65
Eagle Ridge Investment Management
Connecticut
$11.3M +$935K +16,969 +9%
FM
66
Foster & Motley
Ohio
$11.2M +$1.63M +29,517 +17%
SPIA
67
Steward Partners Investment Advisory
New York
$11.1M -$1.74M -31,561 -14%
RMC
68
Regis Management Company
California
$10.6M
Citigroup
69
Citigroup
New York
$10.4M +$9.43M +171,151 +990%
APA
70
Allegiant Private Advisors
Florida
$10.3M +$3.46M +62,810 +51%
HI
71
Human Investing
Oregon
$10.2M +$740K +13,434 +8%
SAM
72
SP Asset Management
California
$10.1M -$1.22M -22,075 -11%
MA
73
MUFG Americas
New York
$9.57M -$203K -3,688 -2%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$9.56M +$1.45M +26,334 +18%
SQA
75
Simon Quick Advisors
New Jersey
$9.42M +$1.64M +29,691 +21%