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Vanguard Tax-Exempt Bond Index Fund

617 hedge funds and large institutions have $9.17B invested in Vanguard Tax-Exempt Bond Index Fund in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 115 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 22

184% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 115

18% more capital invested

Capital invested by funds: $7.75B → $9.17B (+$1.42B)

7% more funds holding

Funds holding: 578617 (+39)

3% more funds holding in top 10

Funds holding in top 10: 3536 (+1)

2.11% more ownership

Funds ownership: 68.19%70.3% (+2.1%)

Holders
617
Holders Change
+39
Holders Change %
+6.75%
% of All Funds
10.74%
Holding in Top 10
36
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.86%
% of All Funds
0.63%
New
71
Increased
327
Reduced
115
Closed
22
Calls
$354K
Puts
Net Calls
+$354K
Net Calls Change
+$4K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$9.16M +$7.95M +144,321 +675%
JIP
77
JBJ Investment Partners
South Carolina
$9.05M +$2.14M +38,764 +31%
WANY
78
Wealthspire Advisors (New York)
New York
$8.97M +$31.3K +568 +0.4%
JWM
79
Janiczek Wealth Management
Colorado
$8.78M +$807K +14,641 +10%
HWAM
80
Hennion & Walsh Asset Management
New Jersey
$8.59M +$229K +4,158 +3%
FTUS
81
Flow Traders U.S.
New York
$8.19M +$8.16M +148,080 New
MML Investors Services
82
MML Investors Services
Massachusetts
$8.06M +$2.05M +37,260 +34%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$7.77M +$541K +9,816 +8%
PMAS
84
PNC Managed Account Solutions
Texas
$7.76M +$7.73M +140,325 New
SS
85
Simplicity Solutions
Minnesota
$7.62M +$762K +13,824 +11%
MWM
86
Modera Wealth Management
New Jersey
$7.58M +$334K +6,067 +5%
SC
87
Steph & Co
Wisconsin
$7.27M +$221K +4,012 +3%
AFA
88
AllGen Financial Advisors
Florida
$7.19M +$1.19M +21,660 +20%
RCA
89
Resonant Capital Advisors
Wisconsin
$7.14M +$2.78M +50,533 +64%
CAN
90
Cetera Advisor Networks
California
$7.14M +$882K +16,008 +14%
PCMC
91
Paragon Capital Management (Colorado)
Colorado
$7.03M +$32K +581 +0.5%
FMWA
92
Forvis Mazars Wealth Advisors
Missouri
$6.68M -$506K -9,189 -7%
QCG
93
Quadrant Capital Group
Ohio
$6.54M +$1.83M +33,306 +39%
PFM
94
Phillips Financial Management
Indiana
$6.5M +$542K +9,834 +9%
Renaissance Technologies
95
Renaissance Technologies
New York
$6.45M +$6.43M +116,617 New
BBNB
96
Baker Boyer National Bank
Washington
$6.42M +$7.09M +128,664 New
WFA
97
Websterrogers Financial Advisors
South Carolina
$6.37M -$78.2K -1,420 -1%
PWM
98
PBMares Wealth Management
Virginia
$6.33M +$278K +5,052 +5%
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$6.3M +$6.27M +113,878 New
SWM
100
Spire Wealth Management
Virginia
$6.29M -$615K -11,165 -9%