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Vanguard Tax-Exempt Bond Index Fund

105 hedge funds and large institutions have $712M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

32% more capital invested

Capital invested by funds: $539M → $712M (+$173M)

7% more funds holding

Funds holding: 98105 (+7)

0.61% more ownership

Funds ownership: 54.76%55.37% (+0.61%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
2.62%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
12
Increased
57
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Ancora Advisors
Ohio
$513K
SCG
77
Sonata Capital Group
Washington
$462K +$51.1K +1,000 +13%
TIM
78
Tortoise Investment Management
New York
$382K
DWT
79
Dorsey & Whitney Trust
South Dakota
$327K -$15.9K -311 -5%
JFGLC
80
Johnson Financial Group LLC (Colorado)
Colorado
$327K -$15.9K -311 -5%
PMFA
81
Plante Moran Financial Advisors
Michigan
$323K
AWE
82
Avidian Wealth Enterprises
Texas
$298K
GEA
83
Glen Eagle Advisors
New Jersey
$262K +$41.2K +805 +19%
AWMG
84
Alliance Wealth Management Group
New Jersey
$257K -$506K -9,900 -66%
EFS
85
Essex Financial Services
Connecticut
$247K +$246K +4,815 New
CAN
86
Cetera Advisor Networks
California
$239K +$9.97K +195 +4%
WTC
87
WhitTier Trust Company
Nevada
$231K
SWM
88
Segment Wealth Management
Texas
$218K +$217K +4,240 New
ML
89
McAdam LLC
Pennsylvania
$212K -$15.3K -300 -7%
FHC
90
First Heartland Consultants
Missouri
$202K +$201K +3,929 New
NA
91
NewEdge Advisors
Louisiana
$119K +$119K +2,324 New
PA
92
Parallel Advisors
California
$101K
CCM
93
Cribstone Capital Management
Maine
$97K +$19.9K +390 +26%
SPIA
94
Steward Partners Investment Advisory
New York
$91K
Lazard Asset Management
95
Lazard Asset Management
New York
$86K
BWA
96
Burt Wealth Advisors
Maryland
$70K
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60K +$15.7K +306 +35%
Citigroup
98
Citigroup
New York
$54K
LWM
99
Lenox Wealth Management
Ohio
$46K +$46K +900 New
US Bancorp
100
US Bancorp
Minnesota
$26K