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Vanguard Tax-Exempt Bond Index Fund

176 hedge funds and large institutions have $1.72B invested in Vanguard Tax-Exempt Bond Index Fund in 2018 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 30

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

26% more capital invested

Capital invested by funds: $1.37B → $1.72B (+$357M)

11% more funds holding

Funds holding: 158176 (+18)

2.24% more ownership

Funds ownership: 62.77%65.01% (+2.2%)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
176
Holders Change
+18
Holders Change %
+11.39%
% of All Funds
4.03%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.23%
New
33
Increased
91
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
101
Stifel Financial
Missouri
$601K -$174K -3,415 -22%
LW
102
Linscomb Wealth
Texas
$555K
STMM
103
South Texas Money Management
Texas
$525K +$526K +10,326 New
CTB
104
Country Trust Bank
Illinois
$514K +$515K +10,115 New
AIP
105
Almanack Investment Partners
Pennsylvania
$513K
AA
106
Ancora Advisors
Ohio
$508K
PA
107
Paracle Advisors
Washington
$466K +$467K +9,171 New
CCT
108
Country Club Trust
Missouri
$452K +$197K +3,870 +77%
VFA
109
Valeo Financial Advisors
Indiana
$445K +$375K +7,365 +528%
Betterment LLC
110
Betterment LLC
New York
$439K +$443K +8,694 New
LNC
111
Lincoln National Corp
Pennsylvania
$438K +$52.2K +1,024 +13%
CFA
112
Capstone Financial Advisors
Illinois
$438K +$62.5K +1,227 +17%
BFA
113
Bragg Financial Advisors
North Carolina
$423K +$424K +8,330 New
CWM
114
CMH Wealth Management
New Hampshire
$396K -$584K -11,460 -59%
TIM
115
Tortoise Investment Management
New York
$379K
GIM
116
Greenwich Investment Management
Connecticut
$376K +$377K +7,400 New
PHIMC
117
Private Harbour Investment Management & Counsel
Ohio
$370K -$101K -1,975 -21%
AWE
118
Avidian Wealth Enterprises
Texas
$355K -$82.2K -1,613 -19%
SIM
119
Sigma Investment Management
Oregon
$329K +$330K +6,471 New
CFD
120
Creative Financial Designs
Indiana
$328K +$231K +4,530 +234%
NA
121
NewEdge Advisors
Louisiana
$319K +$320K +6,288 New
WLIM
122
White Lighthouse Investment Management
Massachusetts
$314K +$30.7K +603 +11%
SF
123
Synovus Financial
Georgia
$286K -$130K -2,552 -31%
FAAS
124
First Allied Advisory Services
California
$274K +$275K +5,401 New
PWM
125
Paulson Wealth Management
Illinois
$273K +$84K +1,648 +44%