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Vanguard Tax-Exempt Bond Index Fund

119 hedge funds and large institutions have $967M invested in Vanguard Tax-Exempt Bond Index Fund in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 57 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

200% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 19

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

36% more capital invested

Capital invested by funds: $712M → $967M (+$256M)

13% more funds holding

Funds holding: 105119 (+14)

3.13% more ownership

Funds ownership: 55.37%58.5% (+3.1%)

Holders
119
Holders Change
+14
Holders Change %
+13.33%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.17%
New
21
Increased
57
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$101K
CFD
102
Creative Financial Designs
Indiana
$100K +$99.9K +1,932 New
CCM
103
Cribstone Capital Management
Maine
$98K
CHP
104
Cable Hill Partners
Oregon
$96K +$96.1K +1,859 New
Lazard Asset Management
105
Lazard Asset Management
New York
$87K
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K +$26.5K +512 +44%
VFA
107
Valeo Financial Advisors
Indiana
$72K +$72.1K +1,395 New
BWA
108
Burt Wealth Advisors
Maryland
$71K
Citigroup
109
Citigroup
New York
$55K
LWM
110
Lenox Wealth Management
Ohio
$46K
HDIM
111
Hanson & Doremus Investment Management
Vermont
$41K +$16.5K +319 +66%
GAM
112
Gemmer Asset Management
California
$40K +$40.1K +775 New
US Bancorp
113
US Bancorp
Minnesota
$26K
AIP
114
Ameritas Investment Partners
Nebraska
$25K +$25.8K +500 New
SSB
115
Sandy Spring Bank
Maryland
$15K
CPIG
116
Chicago Partners Investment Group
Illinois
$13K +$13.4K +259 New
NSIM
117
North Star Investment Management
Illinois
$10K
MFT
118
Moisand Fitzgerald Tamayo
Florida
$6K +$6.41K +124 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$5K
LYV
120
Live Your Vision
Pennsylvania
$1K -$5.43K -105 -83%
MML Investors Services
121
MML Investors Services
Massachusetts
-$920K -17,922 Closed
PAS
122
Park Avenue Securities
New York
-$650K -12,701 Closed
Bank of New York Mellon
123
Bank of New York Mellon
New York
-$624K -12,168 Closed
EFS
124
Essex Financial Services
Connecticut
-$247K -4,815 Closed
SWM
125
Segment Wealth Management
Texas
-$218K -4,240 Closed