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Vanguard Tax-Exempt Bond Index Fund

211 hedge funds and large institutions have $2.57B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 102 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

108% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 49

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

13% more capital invested

Capital invested by funds: $2.27B → $2.57B (+$299M)

7% more funds holding

Funds holding: 197211 (+14)

1.92% more ownership

Funds ownership: 70.57%72.49% (+1.9%)

Holders
211
Holders Change
+14
Holders Change %
+7.11%
% of All Funds
4.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.23%
New
28
Increased
102
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
76
Forvis Mazars Wealth Advisors
Missouri
$1.71M +$471K +9,265 +38%
NGA
77
Naples Global Advisors
Florida
$1.69M -$2.54K -50 -0.1%
CAM
78
Caprin Asset Management
Virginia
$1.64M -$336K -6,600 -17%
VC
79
Vicus Capital
Pennsylvania
$1.63M +$200K +3,932 +14%
PEA
80
Pacific Edge Advisors
California
$1.51M +$310K +6,100 +26%
CT
81
Coastline Trust
Rhode Island
$1.45M +$449K +8,830 +45%
BFA
82
Bragg Financial Advisors
North Carolina
$1.4M +$793K +15,576 +127%
PAG
83
Private Advisor Group
New Jersey
$1.36M +$755K +14,829 +124%
AA
84
Alesco Advisors
New York
$1.28M -$102K -2,000 -7%
HighTower Advisors
85
HighTower Advisors
Illinois
$1.27M -$133K -2,620 -9%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$1.26M +$35.9K +705 +3%
AIM
87
AMI Investment Management
Indiana
$1.23M +$106K +2,075 +9%
Vanguard Group
88
Vanguard Group
Pennsylvania
$1.18M +$51 +1 +0%
SIC
89
Sigma Investment Counselors
Michigan
$1.17M -$14K -275 -1%
VFA
90
Valeo Financial Advisors
Indiana
$1.15M +$936K +18,405 +410%
CWM
91
Cahaba Wealth Management
Georgia
$1.13M -$383K -7,518 -25%
GEA
92
Glen Eagle Advisors
New Jersey
$1.12M +$36.7K +721 +3%
JSA
93
Jacobson & Schmitt Advisors
Wisconsin
$1.07M -$20.4K -400 -2%
PP
94
PrairieView Partners
Minnesota
$1.04M +$29.8K +586 +3%
OAM
95
Occidental Asset Management
California
$1.02M +$102K +2,000 +11%
Bank of New York Mellon
96
Bank of New York Mellon
New York
$1M +$272K +5,355 +37%
FCIM
97
Fairview Capital Investment Management
California
$1M
CA
98
Cetera Advisors
Colorado
$997K +$155K +3,049 +18%
WP
99
WealthShield Partners
North Carolina
$981K -$355K -6,975 -26%
US Bancorp
100
US Bancorp
Minnesota
$978K +$58.8K +1,156 +6%