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Vanguard Tax-Exempt Bond Index Fund

274 hedge funds and large institutions have $3.14B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 66 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

80% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 66

11% more capital invested

Capital invested by funds: $2.82B → $3.14B (+$312M)

9% more funds holding

Funds holding: 252274 (+22)

1.78% less ownership

Funds ownership: 71.22%69.44% (-1.8%)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
274
Holders Change
+22
Holders Change %
+8.73%
% of All Funds
5.93%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
47
Increased
119
Reduced
66
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
76
SCS Capital Management
Massachusetts
$2.65M -$1.17M -22,671 -31%
APC
77
Aspire Private Capital
North Carolina
$2.61M +$832K +16,176 +48%
LPWM
78
Lake Point Wealth Management
Texas
$2.6M +$1.5M +29,086 +146%
WANY
79
Wealthspire Advisors (New York)
New York
$2.57M -$471K -9,162 -16%
AI
80
Atria Investments
North Carolina
$2.54M +$404K +7,855 +19%
NG
81
Northstar Group
New York
$2.51M +$169K +3,292 +7%
EA
82
Elm Advisors
California
$2.48M
MPWT
83
MassMutual Private Wealth & Trust
Connecticut
$2.45M -$52.8K -1,028 -2%
MFS
84
McNamara Financial Services
Massachusetts
$2.44M -$1.11M -21,541 -31%
MA
85
MCF Advisors
Kentucky
$2.43M -$5.03M -97,818 -68%
STMM
86
South Texas Money Management
Texas
$2.42M +$65.2K +1,269 +3%
BWA
87
BDO Wealth Advisors
Florida
$2.42M -$456K -8,864 -16%
RGC
88
Roberts, Glore & Co
Illinois
$2.38M +$10.3K +200 +0.4%
HCM
89
Horiko Capital Management
New York
$2.25M +$123K +2,400 +6%
CPO
90
Cerity Partners OCIO
New York
$2.23M +$5.14K +100 +0.2%
ASN
91
Advisory Services Network
Georgia
$2.22M +$36.1K +703 +2%
VFA
92
Valeo Financial Advisors
Indiana
$2.12M +$543K +10,563 +35%
ECG
93
Edge Capital Group
Georgia
$2.1M -$257 -5 -0%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$2.03M +$2M +38,970 New
VC
95
Vicus Capital
Pennsylvania
$2.01M +$52.5K +1,021 +3%
BFA
96
Bragg Financial Advisors
North Carolina
$1.99M +$217K +4,220 +12%
AB
97
AT Bancorp
Iowa
$1.85M -$218K -4,236 -11%
NGA
98
Naples Global Advisors
Florida
$1.82M +$61.7K +1,200 +4%
UCFA
99
United Capital Financial Advisors
Texas
$1.75M -$2.01M -39,096 -54%
LWS
100
Lucia Wealth Services
California
$1.68M +$154K +2,996 +10%