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Vanguard Tax-Exempt Bond Index Fund

315 hedge funds and large institutions have $3.92B invested in Vanguard Tax-Exempt Bond Index Fund in 2019 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 142 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 55

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $3.47B → $3.92B (+$454M)

8% more funds holding

Funds holding: 292315 (+23)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0.09% more ownership

Funds ownership: 66.98%67.07% (+0.09%)

Holders
315
Holders Change
+23
Holders Change %
+7.88%
% of All Funds
6.91%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.31%
New
42
Increased
142
Reduced
55
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APC
76
Aspire Private Capital
North Carolina
$3.66M +$476K +8,885 +15%
PCA
77
Personal Capital Advisors
California
$3.65M +$204K +3,801 +6%
GIM
78
Greenwich Investment Management
Connecticut
$3.63M -$991K -18,510 -21%
CT
79
Coastline Trust
Rhode Island
$3.47M +$230K +4,290 +7%
VC
80
Vicus Capital
Pennsylvania
$3.37M +$29.6K +552 +0.9%
RFO
81
RiverGlades Family Offices
Florida
$3.31M +$58.9K +1,100 +2%
RWA
82
Redhawk Wealth Advisors
Minnesota
$3.28M +$3.28M +61,253 New
NNP
83
Nachman Norwood & Parrott
South Carolina
$3.25M
BC
84
Bartlett & Co
Ohio
$3.2M +$231K +4,310 +8%
BCWM
85
Bartlett & Co Wealth Management
Ohio
$3.2M +$231K +4,310 +8%
AI
86
Atria Investments
North Carolina
$3.07M -$81.1K -1,514 -3%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$2.95M +$1.64M +30,606 +125%
BWA
88
BDO Wealth Advisors
Florida
$2.88M
VFA
89
Valeo Financial Advisors
Indiana
$2.72M +$393K +7,329 +17%
NG
90
Northstar Group
New York
$2.71M -$15.1K -282 -0.6%
LNC
91
Lincoln National Corp
Pennsylvania
$2.58M +$861K +16,067 +50%
EA
92
Elm Advisors
California
$2.58M +$20.4K +380 +0.8%
CAM
93
Caprin Asset Management
Virginia
$2.57M -$307K -5,739 -11%
MFS
94
McNamara Financial Services
Massachusetts
$2.51M -$18.6K -348 -0.7%
RGC
95
Roberts, Glore & Co
Illinois
$2.45M -$13.4K -250 -0.5%
EGA
96
Eagle Global Advisors
Texas
$2.44M +$773K +14,438 +46%
STMM
97
South Texas Money Management
Texas
$2.33M -$185K -3,445 -7%
MPWT
98
MassMutual Private Wealth & Trust
Connecticut
$2.32M -$194K -3,618 -8%
HCM
99
Horiko Capital Management
New York
$2.32M
CPO
100
Cerity Partners OCIO
New York
$2.29M +$5.04K +94 +0.2%