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Vanguard Tax-Exempt Bond Index Fund

292 hedge funds and large institutions have $3.47B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 123 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 19

98% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 62

11% more capital invested

Capital invested by funds: $3.14B → $3.47B (+$332M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

7% more funds holding

Funds holding: 274292 (+18)

2.46% less ownership

Funds ownership: 69.44%66.98% (-2.5%)

Holders
292
Holders Change
+18
Holders Change %
+6.57%
% of All Funds
6.34%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
40
Increased
123
Reduced
62
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BC
76
Bartlett & Co
Ohio
$2.94M +$12.3K +235 +0.4%
MAM
77
Meeder Asset Management
Ohio
$2.86M +$2.52M +47,953 +800%
BWA
78
BDO Wealth Advisors
Florida
$2.85M +$394K +7,500 +16%
CAM
79
Caprin Asset Management
Virginia
$2.84M -$404K -7,690 -13%
NG
80
Northstar Group
New York
$2.7M +$140K +2,668 +6%
CS
81
Credit Suisse
Switzerland
$2.65M +$2.63M +50,000 New
BFA
82
Bragg Financial Advisors
North Carolina
$2.6M +$567K +10,790 +28%
LPWM
83
Lake Point Wealth Management
Texas
$2.6M
EA
84
Elm Advisors
California
$2.53M +$3.15K +60 +0.1%
MPWT
85
MassMutual Private Wealth & Trust
Connecticut
$2.49M -$5.67K -108 -0.2%
STMM
86
South Texas Money Management
Texas
$2.49M +$26.6K +506 +1%
MFS
87
McNamara Financial Services
Massachusetts
$2.48M -$9.61K -183 -0.4%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$2.48M +$407K +7,751 +20%
MA
89
MCF Advisors
Kentucky
$2.48M +$4.31K +82 +0.2%
RGC
90
Roberts, Glore & Co
Illinois
$2.44M +$13.1K +250 +0.5%
VFA
91
Valeo Financial Advisors
Indiana
$2.3M +$145K +2,766 +7%
HCM
92
Horiko Capital Management
New York
$2.29M
WANY
93
Wealthspire Advisors (New York)
New York
$2.27M -$336K -6,394 -13%
CPO
94
Cerity Partners OCIO
New York
$2.27M
ASN
95
Advisory Services Network
Georgia
$2.26M -$1.05K -20 -0%
PAG
96
Private Advisor Group
New Jersey
$2.14M -$627K -11,940 -23%
ECG
97
Edge Capital Group
Georgia
$2.13M
MFG
98
MidWestOne Financial Group
Iowa
$1.88M +$1.86M +35,463 New
CPA
99
Clear Perspective Advisors
Illinois
$1.84M +$793K +15,100 +77%
NGA
100
Naples Global Advisors
Florida
$1.83M -$21K -400 -1%