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Vanguard Tax-Exempt Bond Index Fund

176 hedge funds and large institutions have $1.72B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $1.37B → $1.72B (+$357M)

11% more funds holding

Funds holding: 158176 (+18)

2.24% more ownership

Funds ownership: 62.77%65.01% (+2.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
33
Increased
91
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
76
Vanguard Group
Pennsylvania
$1.18M +$44.4K +872 +4%
M&T Bank
77
M&T Bank
New York
$1.16M +$732K +14,364 +169%
PAG
78
Private Advisor Group
New Jersey
$1.08M -$6.69M -131,269 -86%
FCIM
79
Fairview Capital Investment Management
California
$1.01M +$1.01M +19,800 New
AIM
80
AMI Investment Management
Indiana
$989K -$56.1K -1,100 -5%
OAM
81
Occidental Asset Management
California
$925K
NFG
82
Next Financial Group
Texas
$900K +$902K +17,706 New
JP Morgan Chase
83
JP Morgan Chase
New York
$868K +$183K +3,598 +27%
PEA
84
Pacific Edge Advisors
California
$864K +$866K +17,000 New
EA
85
Edge Advisors
Georgia
$830K -$2.84M -55,729 -77%
GEA
86
Glen Eagle Advisors
New Jersey
$824K +$155K +3,051 +23%
CA
87
Cetera Advisors
Colorado
$810K +$812K +15,933 New
PMFA
88
Plante Moran Financial Advisors
Michigan
$801K +$11.5K +225 +1%
WWM
89
Windsor Wealth Management
Indiana
$793K +$387K +7,597 +95%
AWA
90
Arete Wealth Advisors
Illinois
$783K +$392K +7,691 +100%
CT
91
Coastline Trust
Rhode Island
$774K +$5.1K +100 +0.7%
RWM
92
RKL Wealth Management
Pennsylvania
$747K +$106K +2,074 +16%
CWM
93
Cornerstone Wealth Management
Missouri
$712K -$49.9K -980 -7%
SCG
94
Sonata Capital Group
Washington
$711K +$51K +1,000 +8%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$701K -$58.5K -1,148 -8%
NC
96
NewSquare Capital
Pennsylvania
$696K -$45.1K -886 -6%
BCM
97
Blume Capital Management
California
$680K
SP
98
Successful Portfolios
Florida
$665K +$10.2K +200 +2%
AACR
99
ACR Alpine Capital Research
Missouri
$655K -$59.6K -1,169 -8%
CWS
100
Cypress Wealth Services
California
$617K -$126K -2,482 -17%