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Vanguard Tax-Exempt Bond Index Fund

458 hedge funds and large institutions have $5.84B invested in Vanguard Tax-Exempt Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 223 increasing their positions, 97 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 97

100% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 31

12% more capital invested

Capital invested by funds: $5.23B → $5.84B (+$610M)

6% more funds holding

Funds holding: 431458 (+27)

1.43% less ownership

Funds ownership: 67.53%66.1% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.25M

Holders
458
Holders Change
+27
Holders Change %
+6.26%
% of All Funds
9.24%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.59%
New
62
Increased
223
Reduced
97
Closed
31
Calls
Puts
$1.25M
Net Calls
-$1.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$6.32M +$482K +8,827 +8%
SC
77
Steph & Co
Wisconsin
$6.29M +$1.08M +19,838 +21%
CCG
78
Chatham Capital Group
Georgia
$6.25M +$81.9K +1,500 +1%
HI
79
Human Investing
Oregon
$6.2M +$1.47M +26,881 +31%
AF
80
Advisornet Financial
Minnesota
$6.18M +$15.5K +284 +0.3%
IA
81
Independence Advisors
Pennsylvania
$6.18M -$60.6K -1,111 -1%
Jane Street
82
Jane Street
New York
$6.02M +$1.49M +27,242 +33%
PFM
83
Phillips Financial Management
Indiana
$5.83M +$644K +11,799 +12%
FA
84
FDx Advisors
Illinois
$5.73M -$216K -3,960 -4%
A
85
AdvicePeriod
California
$5.67M -$2.89M -52,952 -34%
BFG
86
Bouchey Financial Group
New York
$5.64M +$199K +3,640 +4%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$5.52M +$123K +2,252 +2%
SAM
88
SP Asset Management
California
$5.44M +$5.46M +100,069 New
CISOA
89
Capital Investment Services of America
Wisconsin
$5.29M
BB
90
Busey Bank
Illinois
$5.24M -$436K -7,995 -8%
PCMC
91
Paragon Capital Management (Colorado)
Colorado
$5.07M +$237K +4,336 +5%
CCP
92
Cardan Capital Partners
Colorado
$4.92M -$1.22M -22,404 -20%
MWP
93
Moller Wealth Partners
$4.84M +$901K +16,509 +23%
QAM
94
QCI Asset Management
New York
$4.83M +$4.84M +88,747 New
JIP
95
JBJ Investment Partners
South Carolina
$4.74M +$2.66M +48,651 +127%
QCG
96
Quadrant Capital Group
Ohio
$4.64M +$4.66M +85,318 New
APC
97
Aspire Private Capital
North Carolina
$4.64M +$326K +5,972 +8%
PCIA
98
Prime Capital Investment Advisors
Kansas
$4.63M -$413K -7,570 -8%
COF
99
Capital One Financial
Virginia
$4.62M +$2.02M +37,050 +77%
AL
100
Aspiriant LLC
California
$4.62M -$229K -4,200 -5%